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Overview

When your company is set up for DATEV Connect, the manual CSV export goes away. Instead, Fyvel pulls the available fiscal years through the DATEV Connect interface directly from the DATEV server where your books run. That is typically DATEV SmartIT, or an accounting server at the tax advisor or an accounting-server provider. For the technical connection we work with Klardaten.de as the interface partner. An overview of every import path is on Uploads.

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Setup

DATEV Connect is the only import path that requires a joint setup:
  • In-house bookkeepers with DATEV SmartIT: activation is fast, usually within a day, sometimes immediately.
  • Activation through the tax advisor or an accounting-server provider: usually 3 to 14 days, depending on how quickly they enable it.
  • An onboarding call with our team is required.
  • The import-format choice is binding and cannot be changed later by yourself.
During the first setup, DATEV Connect can still show as “still being set up” on the Uploads page. In that case an onboarding call or the technical activation of the interface is usually still outstanding.
If you book yourself with DATEV SmartIT, you can start with Connect directly. Activation usually takes only a day. If it depends on your tax advisor and you want to try Fyvel immediately, start with the GDPdU year upload, which works without technical setup. Switching to Connect afterwards is possible, but it goes through us: write to [email protected] so we can change the import path. Years imported via GDPdU must be removed so bookings are not counted twice.

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Year refresh

The Uploads page shows the DATEV Connect year refresh. For each fiscal year you see:
  • the available period
  • the last completed import
  • the current status of a running or completed refresh
The “Refresh” button starts a new data refresh for one fiscal year. Fyvel creates a new upload for it and imports the accounting data automatically through the gateway service. A refresh always covers the whole fiscal year, not a single month. How often you start it is up to you: typically monthly after the books are closed, or whenever something in the accounts has changed. Each refresh brings the current state of the year, including retrospective bookings.

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Status per fiscal year

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Notes

  • Existing mappings are kept when a fiscal year is refreshed again.
  • Before a refresh, create a snapshot if you want to keep the previous state (see Booking layers & snapshots).
  • You manage DATEV master data (client number, advisor number, chart of accounts, account number length) in Company settings.