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 has been set up and the connection between Personio and your payroll accountant's DATEV LODAS or Lohn und Gehalt software has been confirmed, you can transmit data directly from the Preliminary payroll section of 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.
2. Send the export to your payroll 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.
   
   
   
   
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 payroll accountant can now 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 for your payroll accountant on how to feed the ASCII file into DATEV are available in the DATEV Help Center: for LODAS in the 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).

   
5. Confirmation of successful import
   Once the import has been completed by your payroll 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.
   
   
   
   

Notes
▶︎ If you use accounting groups, the DATEV exports for each accounting group will need to be exported individually during preliminary payroll and transferred to DATEV. You can find out what needs to be taken into account in our article Using Accounting Groups With the DATEV Integration.  
▶︎ Notify your payroll accountant of the data transfer with an automated email. To do so, go to Settings > Payroll > DATEV LODAS/DATEV Lohn und Gehalt and then to the General settings section. Save the email address that should receive the notification under Notification address DATEV Lohnimportdatenservice. 

Helpful hint 
When you export the master data using the Lohnimportdatenservice, any new employees will automatically be added in DATEV. So, if during a month, you have created a new employee in Personio and assigned a DATEV Personalnummer to them, the employee will also be added in DATEV with this Personalnummer.