Configuring DATEV Connector for the latest 3CX Windows App.
Looking for a way to configure your DATEV Connector for the latest 3CX Windows App? Here it is!
Many tax consultants, accounting firms, payroll providers, law firms and office teams work in DATEV every day. But when phone calls and client records sit in separate systems, simple tasks can take longer than they should leading to incomplete records and a fragmented communication history.
The 3CX DATEV Connector helps solve this problem by connecting the 3CX Windows App directly with DATEV. Incoming calls can be matched with DATEV contacts automatically. Caller information is displayed before the call is answered. Call notes and call history can also be saved against the correct client record.
Read on to learn how the 3CX DATEV Connector helps DATEV users save time, reduce manual work and keep client communication better organised.
What Can the 3CX DATEV Connector Help With?
The 3CX DATEV Connector links 3CX with DATEV so that calls, contacts and notes are available where users already work. Instead of switching between disconnected tools, teams can manage calls as part of their normal DATEV workflow.
- Automatic caller recognition: Incoming callers are automatically checked against DATEV contacts, helping staff see who is calling before they answer.
- Automatic contact matching: If a matching DATEV contact is found, the caller information is displayed straight away. If several contacts share the same number, users can re-choose the correct contact to keep records accurate.
- Last-Contact matching: If a contact calls again within a specified timeframe, that contact can be selected automatically. This reduces repeated manual selection when several contacts are linked to the same number.
- Call journaling and note-taking: Call notes can be saved directly to DATEV, helping teams keep important information attached to the right client record.
- Call history and re-journaling: Previous calls can be reviewed later, and calls can be re-journaled when needed. This helps keep the communication history complete and easier to trace.
- Click-to-dial from DATEV: Users can start calls directly from DATEV instead of copying numbers into another application.
- A smoother daily workflow: Caller details, notes and call history stay connected to the DATEV record, helping teams save time, reduce manual work and stay focused.
How To Configure Your DATEV Integration
To set up the 3CX DATEV Connector, follow our step-by-step configuration guide. It explains the required components, setup process and everything you need to get the integration running correctly.
Required Software Components
To use the 3CX DATEV Connector, you need the following components:
- 3CX Windows App V5.5 or later
- 3CX TAPI Driver
- DATEV Pro
- DATEV Telephony Basis
During installation of the 3CX TAPI Driver, select the optional 3CX DATEV Connector component.
Used DATEV With 3CX Before?
3CX previously supported DATEV integration through the legacy 3CX Windows Softphone. However, that setup was built for earlier versions and is not compatible with the latest 3CX PBX versions and components.
If you are still using the legacy 3CX Windows Softphone for DATEV integration, you should move to the latest 3CX Windows App and install the updated 3CX DATEV Connector.
The workflow remains largely familiar, but the integration now runs through the modern 3CX Windows App and a dedicated DATEV Connector.
Try the 3CX DATEV Connector
The connector supports single-user and multi-user environments, including Terminal Server and RDS setups. This makes it suitable for smaller offices as well as larger teams where several users work in shared DATEV environments. The setup also automatically detects 3CX and DATEV components during installation, helping make configuration simpler for administrators and partners.
The 3CX DATEV Connector makes it easier to connect calls, contacts and notes with DATEV. Install the latest 3CX Windows App, add the 3CX TAPI Driver, select the DATEV Connector and complete the setup wizard. Once configured, your team can manage calls more easily inside the DATEV workflow.
Join the 3CX discussion in our dedicated Partner or Customer Forums. Follow us on X and LinkedIn to stay-up-to date on latest news and feature releases.
