> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fyvel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# DATEV Connect

> Pull accounting data directly through the DATEV Connect interface

### 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](/en/documentation/getting-started/uploads).

### 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.

<Note>
  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](/en/documentation/getting-started/datev-gdpdu), which works without technical setup. Switching to Connect afterwards is possible, but it goes through us: write to [support@fyvel.io](mailto:support@fyvel.io) so we can change the import path. Years imported via GDPdU must be removed so bookings are not counted twice.
</Note>

### 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.

### Status per fiscal year

| Status | Meaning |
| - | - |
| **Not updated yet** | No import has been started for this fiscal year |
| **Waiting to process** | The refresh has been created and is in the queue |
| **Processing** | The data is being imported |
| **Completed** | The import is finished and the data is available in Fyvel |
| **Replaced** | A newer import has overwritten this state for the fiscal year |
| **Failed** | The refresh was aborted. Start it again or contact support |

### 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](/en/documentation/working-with-fyvel/booking-layers-snapshots)).
* You manage DATEV master data (client number, advisor number, chart of accounts, account number length) in [Company settings](/en/documentation/export-and-settings/company-settings).

***


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