DATEV Bank Data Service via PIN/TAN

Easily synchronise your transactions between DATEV and your Holvi account using the PIN/TAN method.

How to connect your Holvi account to DATEV Bank Data Service via PIN/TAN

Step-by-step guide:

Add Holvi account to DATEV

1. Log in to DATEV at datev.de.
2. Go to Applications and select Master Data.
3. Click on Company Details and then on the Bank tab.
4. Select + Add Bank Account and enter your Holvi account details.
5. Create an HBCI access by clicking on New / Add under Payment Settings.
6. Confirm the use of finAPI and select Access to Account (XS2A).

Connect to Holvi

1. Enter your Holvi IBAN in both the Login Data and Account References fields.
2. Click on Retrieve Bank Data.

Synchronise Holvi transactions

1. Go to Master Data and select Company Details. Choose the account and click on Apply in the Transaction Retrieval section.
2. Under Bank, start the synchronisation by clicking the Refresh button (two green arrows) in the Bank Account field.
3. Check the account transactions and click Retrieve Transactions to complete the synchronisation.
4. Your transactions are now successfully synchronised and available in DATEV.