Business OS - DATEV
Business OS enables automated banking transactions and accounting workflows, including DATEV integration. With Make.com, users can automate bank data imports, initiate payments, and synchronize accounting records between Business OS and other business tools for streamlined financial operations. |
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This is AI-generated content based on official Business OS - DATEV documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Business OS - DATEV directly.
Requirements
To use the Business OS - DATEV app in Make, you must have an active account and an API Key, create your account on Business OS - DATEV. For subscription, refer to the Business OS - DATEV pricing page.
Connect Business OS - DATEV and Make
To get started, you must first create a connection between Business OS - DATEV and Make, allowing the two services to communicate.
Obtain your API Key in your Business OS - DATEV account
Create the connection in Make.
Obtain your API Key in your Business OS - DATEV account
Before you create the connection in Make, you should first obtain your API Key in your Business OS - DATEV account.
To obtain your API Key :
Navigate to the dashboard.
Click on API Keys.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Business OS - DATEV module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Business OS - DATEV account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Business OS - DATEV modules
After connecting to the Business OS - DATEV app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Business OS - DATEV resources
You can have access to more resources related to this app on the following links