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, please refer to the article Setting up the DATEV integration.

Before you get started

In order to use the DATEV integration, you or your payroll accountant need the appropriate access rights.

Transmitting Master Data from Personio to DATEV

When your account is ready and the connection between Personio and DATEV LODAS or payroll has been confirmed by your person responsible for payroll, you can forward the data directly from the Personio Preparatory Payroll section. This is done in the following steps: 

1. Go to the Payroll section and select a subcompany (if available).
2. Click Generate export and select personnel data.
3. Confirm the export by clicking on Generate Export.
4. By clicking the Documents tab, you can send the created export to DATEV. The export automatically goes to DATEV and the person responsible for payroll receives an automatic email notification, if activated.

If the data transmits 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: 
▶ How your person responsible for payroll can import the ASCII file into DATEV is explained in the DATEV Help Center for LODAS in the document LODAS ASCII import (window) and for payroll under Select file from the data center for import. 
▶ As soon as the import has been completed by your person responsible for payroll and noted in DATEV, the status of the export in your Personio account changes to Imported into DATEV. The data transfer is therefore considered complete for the company.
 

What do you need to consider during the export?

• If you use accounting groups, export the DATEV exports for each accounting group individually during preliminary payroll and transfer them to DATEV. You can find out what needs to be considered in our article on the topic of using billing groups with DATEV integration.
• Notify your person responsible for payroll automatically by e-mail about the process of sending your data. To do this, navigate to Payroll > Manage > DATEV LODAS/Payroll in the General Settings section and, under DATEV Lohnimportdatenservice, use the pencil icon to enter the e-mail contact who should receive the notification.
• The creation of new employees in DATEV is carried out automatically with the export of master data via the wage import data service. If you have created a new employee in Personio within the month and assigned a DATEV personnel number, the employee will also be transferred to DATEV with this personnel number.
• You can create the export after the previous month has ended (for example, you can create an export for April even if it is May). This gives customers more flexibility in completing their payroll, especially those whose payroll period corresponds to the calendar month. This function is available for all DATEV exports.