A guided setup path for Airwallex-only workspaces: sign in, create a workspace, connect Airwallex, sync Spend and wallets, connect DATEV Buchungsdatenservice, set GL defaults, and export open items · without navigating the full Cortena product shell first.
Related: Airwallex integration, Connecting your accounting system, and DATEV Rechnungswesen.
1. Open the wizard
Go to:
https://app.cortena.ai/landing/airwallex
The page is available when your organization uses Airwallex-only onboarding (Cortena enables the workspace template and route for your account). Other tenants use Settings → Integrations instead · see Airwallex integration.
The header shows Airwallex → DATEV and a stepper with: Welcome → Login → Workspace → Airwallex → Sync → DATEV → Vendors (optional) → Bank GLs → Expense GL → Export.
2. Step-by-step
| Step | What you do |
|---|---|
| Welcome | Overview · export Airwallex spend and wallets to DATEV |
| Login | Sign in or create a Cortena account; you return to the wizard |
| Workspace | Company name + template → Create workspace |
| Airwallex | Client ID and API key → save |
| Sync | Sync now · pull Spend expenses and wallet bank activity |
| DATEV | Connect DATEV Buchungsdatenservice · OAuth, pick Mandant, Request long-term token |
| Vendors (optional) | Optionally connect DATEV Datenservice for vendor master; skip allowed |
| Bank GLs | Default bank and clearing GLs; optional per-wallet overrides after sync |
| Expense GL | Default booking account for new Airwallex expenses |
| Export | Sync with Airwallex / Sync with DATEV and export open expenses to DATEV |
While the workspace is still provisioning, a banner lets you browse ahead; connect and sync actions unlock when setup finishes.
3. Export step (ongoing use)
The final Sync & export step shows:
- Last expense sync, Last bank sync, Last DATEV sync
- Open for DATEV export count
- Actions to sync Airwallex again and push open bookings to DATEV
After daily sync is configured, you can return to this URL or use the main app Settings and payables list for the same tenant.
4. Upgrade to full Cortena
The wizard footer offers Contact us when you need full payables, receivables, approvals, banking, and complex workflows beyond Airwallex to DATEV.
Tips and limitations
- Requires Airwallex-only feature on the tenant · standard multi-product workspaces use Settings, not this landing page.
- DATEV steps mirror Settings → Integrations (Buchungsdatenservice + optional Datenservice for vendors).
- Bank GL and expense GL values feed the same export paths as Airwallex integration.
- Use your normal Cortena login; data stays in the workspace you create in the wizard.
Quick reference
| Task | Where |
|---|---|
| Start wizard | https://app.cortena.ai/landing/airwallex |
| Sign in | Wizard Login step |
| Connect Airwallex | Wizard Airwallex step |
| First sync | Wizard Sync → Sync now |
| DATEV OAuth | Wizard DATEV step |
| Export open items | Wizard Export → Sync with DATEV |
| Full product setup | Airwallex integration in Settings |