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DATEV Connector

This JustOn Configurator package provides the configuration for the JustOn Connector for DATEV. It adds lookup relations to facilitate the data transfer from JustOn's data structure to DATEV's data structure.

This package requires JustOn Connector for DATEV to be installed in your org.

For details, see JustOn Connector for DATEV installieren DE and Configuring Lookup Relations.

Info

System preconditions:

Deploying package

To deploy a configurator package:

  1. Log in your target Salesforce org.

  2. In the same browser session, open the JustOn Configurator.

    If the link does not work, copy the URL https://juston-configurator.herokuapp.com/.

  3. Click Salesforce OAuth2.

    This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.

    jo_configurator_session

  4. Open the relevant tab.

  5. Scroll down the list to find the relevant package.

  6. Click Deploy.

    This deploys the configuration as described to your org.

    Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.

Deployed Artifacts

Fields
Object Field API Name Data Type Description
Accounting Document ON_Invoice Lookup (Invoice) Links to the related invoice.
Accounting Document Item ON_BookingDetail Lookup (Booking Detail) Links to the related (source) booking detail.
Booking Detail ON_AccountingDetail Lookup (Accounting Document Item) Links to the related (target) accounting document item.

Post-Deployment Tasks

  1. Enable Edit access to the new fields via the permission set JustOn Additional Fields.

  2. Assign DATEV-related permissions to the relevant users.

    In addition to the DATEV-related permissions, make sure to add the system permission Customize Application to JustOn Connector for DATEV users.

    For details, see Benutzern Berechtigungsprofile zuweisen.