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DATEV Connector

Available in Q4 2026

Hand Pipedrive deals and invoices to DATEV with no manual re-typing.

View in catalog →

Quick start

Up and running in 5 minutes

Connects Pipedrive and DATEV Unternehmen online. Set it up like this:

  1. Open DATEV Connector in the partner portal and click Install.
  2. Authorize Pipedrive (OAuth) — only deals, organizations and products are read.
  3. Enter your DATEV client number and the ledger-account mapping.
  4. Export a first test document and verify it in DATEV.

Done — your first document or sync is running.

Features

What the plugin does

  • Auto-export won deals as accounting documents
  • SKR03/SKR04 charts of accounts, mapped per product
  • VAT logic for EU reverse-charge and tax-exempt services
  • Per-document error log with duplicate-safe re-export
GDPR data sheet

Permissions & GDPR

These Pipedrive permissions are requested:

  • deals:read — title, value, status and products of won deals
  • organizations:read — company name, address and VAT ID for the document
  • products:read — items and prices for the line entries

Data flows

Document data flows one way, Pipedrive → DATEV. No contact e-mails or notes are transferred. Transport over TLS 1.2+, processing in the EU (Frankfurt).

Sub-processors

  • DATEV eG (Nuremberg, DE) — accounting target system
  • Hetzner Online GmbH (Falkenstein, DE) — processing host

FAQ

Is customer data stored in the cloud? +

No. Documents are processed in transit; after a successful export only log metadata (document ID, timestamp) is kept.

Can I map ledger accounts per product? +

Yes, in the mapping step of setup — SKR03 and SKR04 are supported.

What happens on an export error? +

The document lands in the error log and can be re-exported after correction with no duplicate.

Changes

  • May 28, 2026 Fix

    DATEV: reverse-charge fixed

    The VAT logic for EU reverse-charge now flags documents as tax-exempt correctly.