You or your accountant are using Datev in order to manage your bookkeeping? Then we have very good news for you. Via our free Chrome Plugin, you can easily export all your invoices and credit notes from Teamleader in the needed format which allows you to import those data in no time into Datev. In this article you will get to know all about it.


Important: This export/import function only works for the desktop version of Datev.


1. Installing the plugin

2. Using the plugin

3. Importing into Datev


1. Installing the plugin

  1. You need to use the Google Chrome browser as the export only works via a Google Chrome extension.
  2. You can find the extension on our Teamleader Marketplace via "Integrations" in your personal menu.
  3. Click on “Explore” and search for “Datev”.
  4. Click “Add”.
  5. Click on “Add to Chrome” > “Add extension”.
  6. The extension has been added to Google Chrome.

2. Using the plugin

  1. You need to be an administrator with access to the module “API & Webhooks”.

  2. Log into your Teamleader account.

  3. Go to “Settings” > “API & Webhooks” > “Show API keys”. Note: Those values will be needed later in order to identify yourself.

  4. Click on the “Google Chrome Datev Plugin”.Datev plugin - use integration

  5. Click on “Options”.

  6. Copy the API group and API key from step 3 and paste them in the respective fields.

  7. You also have the option to fill in your Datev IDs.  Note: Those fields are not required but if you fill them in, the values will then be added in the first row of the exported files which makes the import to Datev easier.

  8. Click on “Save Settings”.

  9. Click on the “Google Chrome Datev Plugin” again and fill in the timeframe you want to export your invoices and credit notes for.

  10. Click on “Download”.

  11. You will receive two CSV files: One for your invoices and one for your credit notes.

  12. Now you can import those files into Datev. This video from the Datev homepage explains you how you can import this file into your desktop version of Datev. Some more information how to import in Datev can be found here:


3. Importing into Datev


1. Choose your company & click „Buchführung“
    https://gyazo.com/e642cb5fedb12b8405996f0d0fa4adb5


2a. Choose „Erfassen“ & „Belege buchen“ (in the pop up you see our existing former test imports „test“

     & „test2“) https://gyazo.com/b26760434d8223532090b5e113914c19

If you choose this way of working, you just have to click „importieren“ and then follow step 3 to 8


2b. You can also choose this way of working:

    Choose „Bestand“ & „Importen“ & „Stapelverarbeitung“ 

    https://gyazo.com/e90075c885aac28511e6744e997d876e 

 


3. In the new pop up: choose „Importieren“  

    https://gyazo.com/73d7cc4e5420c89a1c420ef4b04365f5



4. Choose one of the existing datasets (these datasets must be in the  correct file path): according to our example: Dokumente – DATEV – DATEN – RWDAT  – Export) & click „Importieren“ &

    „verarbeiten“ 

    https://gyazo.com/4d7c710539577f5bdffd9a505f843c60



5. In the new pop up you have to choose the period and the name

    https://gyazo.com/b3506d41d434c9857d3fda7aa84a16ed


6. Now you see the „Importprotokoll“, that shows,  that the dataset was imported correctly, click „Schließen“ click „verarbeiten“ & then „ok“  and „ok“

    https://gyazo.com/303755c171b66192497888282fd74522




7. After that the screen will be „emtpy“; click „Erfassen“ – „Belege buchen“ – click, according to our example, „test 3“ and click „öffnen“

    https://gyazo.com/d9e9b9a2af5820c960d5846f2544a405




8. Now you are „in“ the imported dataset an you can edit it

    https://gyazo.com/0ceed0389f3d2fd9599e7d4b14eba739