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DATEV Upload

  • 2 February 2023
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Our payroll accountant has not booked the DATEV comfort package and therefore cannot provide us with a Daly export.

How can we obtain and upload the required data for the Datev integration?

"The prerequisite for using the DALY export is that your payroll is already being run with the DATEV integration and that you, or your payroll accountant or your tax consultancy have booked and are using the DATEV comfort package for this purpose."

Translated by the moderator, see the original message:

Unser Lohnbuchhalter hat nicht das DATEV comfort Paket gebucht und kann uns daher keinen Daly Export zur Verfügung stellen.

Wie können wir die benötigten Daten für die Datev Integration beschaffen und Hochladen?

 

“Voraussetzung für die Nutzung des DALY-Exports ist, dass Ihre Abrechnung bereits mit der DATEV-Integration durchgeführt wird und Sie, bzw. Ihr Lohnabrechner oder Ihre Steuerberatung hierfür das DATEV comfort Paket gebucht haben und nutzen.”

 

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Best answer by LisaK 3 February 2023, 12:58

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Hi @bruchm! 😊

It is true that the DALY export can only be generated when using DATEV LODAS or LuG comfort. 

If this is not the case, the import file needs to be filled with the relevant data manually. In our Helpcenter article, Step 1: Import of employee data, you can find the import templates with the corresponding attributes for DATEV LODAS & LuG.

Please fill in the template manually. Afterwards, you can import the file in your Personio account. You can find more information for the first import in this Helpcenter article.  

I hope, this helps! 🤗

Best,

Lisa

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