DATEV Datenservice Export Rechnungswesen

DATEV Datenservice Export Rechnungswesen is not part of the default DATEV suite. Someone with access to DATEV Rechnungswesen must order it manually from DATEV Arbeitsplatz (with the MIdentity stick). After ordering and assigning SmartLogin rights, users can connect the Datenservice login inside Cortena.

Prerequisites

• Access to DATEV Rechnungswesen and a DATEV MIdentity stick to order from DATEV Arbeitsplatz.
• SmartLogin users cannot order the product themselves unless they also have Arbeitsplatz / ordering rights.

1. Order from DATEV Arbeitsplatz

1. Open DATEV Arbeitsplatz.
2. In the right sidebar Programmwahl, open the Programm öffnen tab.
3. Click Service-Anwendungen (gear / globe icon).

Click to enlarge

4. You land on the DATEV service applications portal: apps.datev.de/service-anwendungen.
5. From there, go to the DATEV Shop and order the free product DATEV Datenservice Export Rechnungswesen.

When ordering, select Datenservice Export Rechnungswesen and the modules you need, for example:

• Stammdaten (master data)
• Offene-Posten-Liste/Geschäftspartner (open items / business partners)
• Auswertungen Export (reports export)
• Kontobuchungen (account postings)

Click to enlarge

2. Assign SmartLogin rights

After the product is ordered, a DATEV Rechnungswesen administrator must grant the SmartLogin user who will connect DATEV with Cortena the rights for Datenservice Export Rechnungswesen.

1. Open DATEV rights administration: apps.datev.de/rvo-administration.
2. Find the SmartLogin user who will authenticate Cortena.
3. Assign permissions for Datenservice Export Rechnungswesen (and the modules you ordered).

Without these rights, the SmartLogin user cannot complete the login inside Cortena even if the product was ordered.

3. Connect in Cortena

Once ordering and SmartLogin rights are done:

1. In Cortena go to Settings → Integrations.
2. Open the DATEV / Datenservice Export Rechnungswesen connection for your tenant.
3. Sign in with the SmartLogin user that received the rights above.

Related: DATEV Rechnungswesen · Connecting your accounting system.

Tips & limitations

• The Datenservice is ordered separately. It is not included automatically with DATEV Rechnungswesen.
• Ordering requires DATEV Arbeitsplatz + MIdentity stick. SmartLogin alone is not enough to place the shop order.
• After ordering, rights assignment in DATEV Rechteverwaltung is a separate step before Cortena login works.
• Need help? Contact support if the shop or rights screens differ for your mandate.

Quick reference