ProcXera phone.link for DATEV
Connect Yeastar PBX with DATEV for click-to-dial, client sync, caller identification, and automatic call logging.
Category:Enterprise Resource PlanningWorks with:P-Series Phone System
Overview
Installation
ProcXera phone.link for DATEV seamlessly connects Yeastar phone systems with DATEV business applications, enabling automated call management, client synchronization, and communication workflows.
Developed by ProcXera and built on established DATEV telephony integration expertise from o-byte, the solution connects Yeastar PBX with DATEV workflows to help organizations manage customer communications more efficiently.
Designed for organizations using DATEV, ProcXera phone.link eliminates data silos between telephony and business processes by automatically identifying callers, synchronizing client information, logging call details, and enabling click-to-dial directly from the DATEV interface.
By connecting Yeastar PBX with DATEV, businesses can reduce manual administration, improve customer interactions, and streamline daily communication workflows.
Key Features & Benefits
Automatic Call Logging to DATEV: Automatically transfers call details from Yeastar PBX to DATEV, reducing manual documentation effort.
DATEV Client Synchronization: Synchronizes DATEV client information with Yeastar Phonebook to keep contacts consistent across platforms.
Click-to-Dial from DATEV: Start calls directly from the DATEV user interface with one click.
Automatic Caller Identification: Automatically matches incoming calls with the corresponding DATEV client for faster customer handling.
Call Notes & Documentation: Add personal notes to calls and keep communication records organized.
Minute-Based Call Billing: Track phone usage with accurate minute-based billing information.
Featured In
P-Series Phone System
Easy-first communications for businesses of all sizes
Quick Start Reference
Before you start, make sure you have a supported Yeastar P-Series PBX, ProcXera phone.link, and the required DATEV telephony components.
Not having a Yeastar P-Series PBX yet?
Apply for a 30-day free trial ➜
Contact Yeastar for a free consultancy ➜
If you already have a Yeastar P-Series Phone System and wish to integrate ProcXera phone.link for DATEV to connect your telephony workflows with DATEV business applications, please contact ProcXera for assistance. Details of the integration and setup instructions are available on the ProcXera website.
Developed by: ProcXera
Requirements
Available For All Yeastar P-Series Phone System
ProcXera phone.link middleware
DATEV Telephony Basic License
Windows application for DATEV telephony integration
Support
Contact the Developer
Please contact the developer for the integration or tech support
