This article provides an overview of how to set up the DATEV integration. The goal of the setup process is to prepare your account for the integration with DATEV and to set it up so you can run your payroll.

Preparation

Over the course of the setup, our Customer Operations team will activate the integration for you and add additional payroll attributes to your account. You can prepare the further setup of the integration as follows.

Tip
Some preparatory steps need to be completed by your payroll specialist. Information on the procedure on the DATEV side for setting up and accounting with the DATEV integration can be found here.

1. DALY export or import file with employee master data 
   

   As new salary attributes for personnel master data will be set up in your account for the DATEV integration, these must also be filled with data. Some of these attributes are mandatory attributes, without which you will not be able to use the DATEV integration. You can prepare this in advance either by creating a master data export from DATEV (also referred to as a DALY export), an import file or manually.
   

   ▶︎ Ask your payroll specialist about the DALY export. It contains all employee master data and can serve as the basis for importing employee master data.

   ▶︎ Alternatively, you can manually fill in an import file with your HR master data and prepare it for the import. 

   ▶︎ You can also manually enter the data into your employee's profiles.

   See our article Import HR Master Data Using the DATEV DALY Export (Implementation) for more information on import options.

   Note
   In order to use the DATEV integration, the mandatory attributes DATEV Personalnummer, Consider in German payroll and Type of health insurance must be entered for all employees.

2. Preparations on the DATEV side
   

   To authorize the DATEV integration and set up the services, your payroll specialist will need to carry out some preparatory steps on the DATEV side. Ask your payroll specialist to:

   ▶︎ provide you with the client Advisor and Tenant IDs 

   ▶︎ book and set up the desired DATEV-Datenservices and send you an authorization medium.

3. Impersonation Access by Personio
   

   By default, Personio employees don't have access to your account. To receive support during the DATEV integration setup, you need to activate your impersonation access for our support staff.

Setup steps

Once the DATEV setup has been done by the Customer Operations team and the necessary steps have been completed by your payroll specialist, you can start setting up the DATEV integration in Personio.

Find an overview of the most important steps:

Complete setup and monthly payroll

Once you have completed the setup process, you can begin with your monthly payroll via the DATEV integration. For more information, see our article Monthly Payroll in Personio With the DATEV Integration.