Solvimon supports integration with DATEV through a managed connector built and maintained by MidTech. This page covers what the integration does and how to get started.

This integration is set up and managed by MidTech, not directly within Solvimon Desk. To enable it for your account, contact your Customer Success Manager.

How it works

The DATEV integration links your Solvimon billing data with your DATEV environment. Solvimon customers are associated with their corresponding DATEV counterparts via a DATEV ID stored as a custom field on the customer record in Solvimon.

Once the customer mapping is in place, billing activity in Solvimon flows through to DATEV automatically.

Supported workflows

Export invoices to DATEV

This workflow runs automatically. Whenever an invoice is finalised in Solvimon, it is pushed to DATEV in real time without any manual action required.

This keeps your DATEV environment up to date with the latest billing data as soon as invoices are confirmed on the Solvimon side.

Getting started

Since the integration is managed by MidTech, the setup process differs from Solvimon’s self-serve integrations.

Contact your Customer Success Manager

Reach out to your Solvimon CSM to confirm that the DATEV integration is available for your account and to initiate the setup with MidTech.

MidTech configures the connector

MidTech sets up the connection between your Solvimon environment and DATEV, including customer mapping and workflow configuration.

Verify customer linking

Once set up, confirm that your Solvimon customers have a DATEV ID populated in their custom fields. This ID is what the integration uses to associate invoices with the correct customer in DATEV.

Finalise an invoice to test

Finalise a test invoice in Solvimon and verify it appears in DATEV as expected.

Additional workflows

The scope of the integration can vary depending on your configuration. MidTech may support additional workflows such as customer synchronisation or payment status updates. Contact your Customer Success Manager or MidTech directly to understand what is available for your setup.