Login to Datev

Objective

In this article, you'll learn how to connect the Hubdrive DATEV integration to your DATEV client for the first time

Process

System Admin
Submits the redirect URL
HR Manager
Logs in to DATEV to establish a connection

Prerequisites

  1. The redirect URL has already been sent to Hubdrive.
  2. The system administrator has provided you with the redirect URL (callback URL).
  3. You have been assigned the "Hubdrive DATEV Operator" security role.
  4. You have valid DATEV login credentials.

DATEV Prerequisites:

Before the connection between HR for Dynamics and DATEV can be established, several prerequisites must be met on the DATEV side:

  1. A test payroll run must already have been performed for the client in question. Only then will the client be activated and made available for connection via the DATEV interface.
  2. The authorizations and permissions required to access the DATEV data services must be set up in DATEV and assigned to the appropriate users.
  3. The required DATEV data service subscription must be set up and active.

Click Through

  • Open the HR DATEV Integration.
  • Under Integration Settings, select Hubdrive Integration.
  • Double-click DATEV.
  • A new tab opens with several empty fields that must be completed first. We recommend completing them in the following order:
    • In the DATEV API Type field, select Production.
    • In the DATEV Program Type field, select the payroll application you use:
      • LODAS, or
      • Lohn und Gehalt (LuG)
    • It is recommended to select Yes for the Allow logging of DATEV API calls option.
    • Enter your credentials in the following fields:
      • DATEV Client ID
      • DATEV Client Secret
      • DATEV Client Identifier (consisting of your Advisor Number and Client Number, separated by a hyphen "-")
      • Redirect URL (Important: This must be submitted to Hubdrive in advance.)
    • In the DATEV Payroll Month field, enter the current month.
    • After completing all fields, click Connect to DATEV.
    • A pop-up notification will appear informing you that you will be redirected to a DATEV page. Click OK.
    • Select your preferred sign-in method:
      • DATEV SmartCard / DATEV mIDentity, or
      • DATEV SmartLogin
    • Accept the required permissions by selecting the I agree checkbox.
    • A blank page will open. You can now close it.

Hint

  • The connection can only be established if the redirect URL has already been processed by Hubdrive.
  • The DATEV client ID consists of the consultant number and the client number. These two values are separated by a hyphen.
  • The blank browser page that appears at the end of the login process is expected behavior and can be closed.

Result

If you have successfully completed all the steps, you are now connected to DATEV via your HR-DATEV integration.

Next step

Once the connection to DATEV has been successfully established, you can perform the initial synchronization and import the necessary master data from DATEV.

HR