> For the complete documentation index, see [llms.txt](https://docs.pascom.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pascom.net/en/integrations/modules/datev.md).

# PASCOM for DATEV integration

How to connect and integrate your DATEV application into your PASCOM ONE cloud phone system.

## Concept

The [PASCOM for DATEV](https://www.pascom.net/en/phone-systems-for-tax-consultants/) integration enables you to transfer incoming call data into your *DATEV Arbeitsplatz* software. What's more, the integration also allows DATEV users to start calls directly from the DATEV telephone book providing they are using the *DATEV Arbeitsplatz (DATEV Workstation)* with the *Telefonie Basis (Telephony module)*.

## Configuration

In preparation, a *Generic Label* must be added. To do this, click **ACD** > **Call Labels** > **Add** within the PASCOM cloud phone system admin UI. Select the option **Generic Label** and enter the *Label Name* **DATEV**. *Display in app* should be set to *NO*.

The DATEV interface is automatically active so long as you have installed the [PASCOM App](/en/operations/clients.md) alongside the *DATEV Arbeitsplatz* with telephony module.

Should the label no be set, the following message will appear in the app when transferring the active call data to DATEV:

![DATEV Label not configured](https://2713225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVIw0BpSv358R2Pr2HflD%2Fuploads%2Fgit-blob-e466de9246dc2fdb95f987a60e0d2942a2ddc16d%2Fdatev-label.en.jpg?alt=media)

## User Guide

![Perform DATEV click](https://2713225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVIw0BpSv358R2Pr2HflD%2Fuploads%2Fgit-blob-fd11cd64fcc6621af1f80ffc95844742d130ed6d%2Fdatev-journal.en.jpg?alt=media)

### Incoming Calls

By incoming calls, the DATEV master data will be called up and the results display in the call notification.

Even during the ringing stage of the call, it is possible to transfer the telephony data to the *DATEV Arbeitsplatz* telephony list using the DATEV click function.

After the call, you can use the DATEV click to transfer the data directly from the call history in the PASCOM App.

Should a telephone number have multiple entries within the DATEV master data, then the possible matches will appear in a list and you can choose the right contact. If a number cannot be found within the DATEV data, then it is possible to transfer the call data without assigning the number to a contact.

![Select DATEV entry](https://2713225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVIw0BpSv358R2Pr2HflD%2Fuploads%2Fgit-blob-fc77b2ccd34e0d03316cfffc2ad3150a9ddc9643%2Fdatev-selection.en.jpg?alt=media)

### Outgoing Calls

When searching for a contact within the app phonebook, the DATEV telephone book will also always be searched. Moreover, it is also possible to call contacts directly from the *DATEV Arbeitsplatz* contact list using click-to-dial.

If a number is dialed using the PASCOM App softphone or a hardware telephone, the DATEV click icon will appear in the call notification. By clicking the icon, the call data can then be transferred to the DATEV software. As mentioned above, as soon as a call has ended, the data can also be pushed to DATEV using the DATEV click icon in the app call history.

## PASCOM App DATEV Settings

The DATEV settings can be found within the PASCOM App under **Settings** > **DATEV Settings** :

![DATEV Settings](https://2713225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FVIw0BpSv358R2Pr2HflD%2Fuploads%2Fgit-blob-9248c07398ca65f36ebec2658253092b469716a9%2Fdatev-settings.en.jpg?alt=media)

| Setting                       | Description                                                                                                                                                                                                                                                                                                                                                                                                                               |
| ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| DATEV Integration             | Switch to activate or deactivate the integration.                                                                                                                                                                                                                                                                                                                                                                                         |
| Refresh DATEV Contacts        | Starts the synchronisation with the DATEV telephone book and updates them in the PASCOM App. *Per default the contact import runs every 2 hours.*                                                                                                                                                                                                                                                                                         |
| Automatic DATEV Click         | <p><strong>Off</strong> - Here you can set whether the data transfer to DATEV is executed manually via DATEV click.<br><strong>External Calls</strong> - only external calls are automatically transferred to DATEV.<br><strong>External Calls (Matching Only)</strong> - only external calls are automatically transferred to DATEV, which have an exact match.<br><strong>All</strong> - Automatically transfer all calls to DATEV.</p> |
| Import only active recipients | Import only recipients that are still "active" in Datev.                                                                                                                                                                                                                                                                                                                                                                                  |
| Import institutions           | Import default institutions (e.g. authorities)                                                                                                                                                                                                                                                                                                                                                                                            |

## What the DATEV integration can do for you

Here you can find out how to take your tax consultancy to the next level with the [DATEV Integration of PASCOM Cloud PBX](https://www.pascom.net/en/phone-systems-for-tax-consultants/). Always professionally connected with clients and colleagues. Everything on one platform.


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