Skip to main content

​
DATEV Document Upload Integration

Digitize your document capture through mid-call actions and enable your AI assistant to record documents directly in DATEV during business conversations.

​
Configuration in the Famulor Interface

| Name* | DATEV Beleg hochladen | | Function Name* | upload_datev_document | | HTTP Method | POST | | Endpoint* | https://api.datev.de/data/v1/clients/{client_id}/documents | | Timeout (ms) | 10000 |

​
Parameter Schema

{
  "type": "object",
  "properties": {
    "client_id": {
      "type": "string",
      "description": "DATEV client number"
    },
    "document_type": {
      "type": "string",
      "enum": ["invoice", "receipt", "credit_note", "expense"],
      "description": "Type of document"
    },
    "document_date": {
      "type": "string",
      "format": "date",
      "description": "Document date"
    },
    "vendor_name": {
      "type": "string",
      "description": "Supplier/Recipient"
    },
    "gross_amount": {
      "type": "number",
      "description": "Gross amount"
    },
    "tax_rate": {
      "type": "integer",
      "enum": [0, 7, 19],
      "description": "Tax rate"
    },
    "description": {
      "type": "string", 
      "description": "Booking text"
    },
    "cost_center": {
      "type": "string",
      "description": "Cost center"
    }
  },
  "required": ["client_id", "document_type", "document_date", "vendor_name", "gross_amount"]
}

​
Practical Usage

Agent Message: "I am recording the document in DATEV..." Success Template: "Document recorded. Document number: {{bookingNumber}}. The document has been forwarded to your tax advisor for posting."