Exporting Master Data via the Lohnimportdatenservice

Note that this article is only relevant for you if your company is located in Germany 🇩🇪

 

This article explains how you can automatically upload the DATEV export generated within Personio to your payroll accountant via the Lohnimportdatenservice. For information on how to set up the Lohnimportdatenservice for DATEV LODAS and Lohn und Gehalt, refer to Setting up the Lohnimportdatenservice

 

Transmitting Master Data from Personio to DATEV

Once your account is set up and the connection between Personio and your accountant's DATEV LODAS or Lohn und Gehalt software has been confirmed, you can transmit data directly from the Payroll section in Personio. This is done as follows:

  1. Creating the DATEV export
    At the end of the payroll period, generate your export as usual via Payroll > Generate export.

    Tip: If you have payroll groups with different payroll periods, you don't need to create the DATEV export for each payroll group. All employees selected for the DATEV export are automatically included in the export. This means, you only need to create the DATEV export for one payroll group. If you have subcompanies, all the employees of the subcompany included in the payroll will be displayed.

  2. Transmission of the export to your accountant's software
    Once the DATEV export has been created, a Send to DATEV button is displayed next to the download button in the dialog box.

    datev-send-button_en-us.png

  3. Transmission to DATEV
    Transmitting the export to the DATEV software can take some time. The transmission progress status is shown and the Send to DATEV button disabled throughout the process.
  4. Import from the DATEV data center to the payroll software
    If the data has been transmitted successfully, the status changes to Uploaded to DATEV. Your accountant is now able to feed the data directly into DATEV. In LODAS, this works via the function Aus dem Rechenzentrum abrufen and in Lohn und Gehalt via Stammdaten aus RZ importieren

    Tip: Details on how to feed the ASCII file into DATEV are available in the DATEV Help Center: for LODAS in document LODAS ASCII-Import (Fenster); and for Lohn und Gehalt under Datei aus dem Rechenzentrum zum Import auswählen (Selecting a file from the data center for import).

    datev-upload-success_en-us.png
  5. Confirmation of successful import
    Once the import has been finalized by your accountant and recorded in DATEV, the status of the export in your Personio account changes to Imported to DATEV. The data transfer for the relevant subcompany is then considered complete.

    datev-import-success_en-us.png

Note: Notify your accountant of the data transfer with an automated email. To do this, go to Settings > PAYROLL > Salary & Payroll > Employer details and enter the relevant contact email address under Notification address DATEV Lohnimportdatenservice.

Tip: When you export the master data using the Lohnimportdatenservice, new employees will automatically be added in DATEV. So, if during the month you have created a new employee in Personio and assigned a DATEV personal number, the employee will be added in DATEV with this number.

 

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