integraid

Connect and automate DATEV

Your no-code integration tool to work with DATEV in Salesforce.

With integraid powered by Maesn Unified API, you can seamlessly connect DATEV Unternehmen online or DATEV Rechnungswesen with Salesforce—without relying on CSV files or bulky middleware. Invoices, bookings, and master data flow automatically and securely into your CRM.

This creates a streamlined accounting-to-sales workflow – no manual steps required.

  • Lightning‑fast connection using Maesn API

  • Real‑time upload of receipts, invoices, and journal entries

  • Automatic sync of debtors, creditors, and accounts

  • Fully GDPR‑ and DATEV‑compliant data transfer

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DATEV

Kategorien:

Developer & Platform APIsAccounting & ERP

DATEV is one of Germany's leading software providers for tax advisors, accountants, and their clients, with a focus on financial accounting, payroll, and secure, GoBD-compliant data exchange. With modules like DATEV Unternehmen Online and DATEV Rechnungswesen, businesses digitize their bookkeeping and prepare financial data in a structured way for their tax advisor. With integraid, you can connect DATEV with Salesforce, without writing any code, bringing sales and accounting truly together: invoice and payment statuses become visible directly in opportunities and customer records, manual reconciliation is no longer necessary, and you keep an eye on your cashflow right inside the CRM. This shortens the alignment cycles between sales and finance, meaning fewer emails and more closed deals, and reduces booking errors through the standardized transfer of receivables, payables, and accounts. Since revenue data and incoming payments come together in the same system, forecast quality improves as well, and the integration also supports e-invoicing processes and documentation for financial audits.

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Use Cases:

  • Bi-Directional Data Flow Between DATEV and Salesforce

    By integrating DATEV with your Salesforce CRM, you establish a bi-directional data flow that keeps financial accounting continuously up to date with sales activity. This sync eliminates manual entries, ensures legal compliance, and keeps both departments perfectly in phase.

  • Real-Time Invoice and Payment Statuses

    By pulling transaction and billing data from DATEV directly into Salesforce, you give your sales and account management teams instant visibility into client accounts. This sync automatically displays paid balances, outstanding invoices, and overdue notices right on the customer record, preventing internal double-work and streamlining collections.

  • Sync Customer Master Data from Salesforce to DATEV

    Use Salesforce as the leading system for client and account data. integraid maps Accounts and Contacts to DATEV master data and sends updates via DATEV interfaces, so your tax advisor and accounting always work with the latest customer information without double entry.

Video-Tutorial

How to connect DATEV and Salesforce with Integraid

Watch our short video to see how you can connect DATEV to Salesforce in just a few minutes – no coding required.

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Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.