Contents
Generate export
To export the transactions collected in Shopware to DATEV, go to Customers → DATEV Export. Here you have the following configuration options:
From – The start date from which transactions should be included in the export, e.g. the first day of a month.
To – The end date up to which transactions should be included in the export, e.g. the last day of a month.
Test mode – Activate test mode if you want to import a test batch into DATEV without using it productively. If you eventually want to use an export productively, you should generate an export without the Test mode option enabled. In productive mode, the business transactions from the selected period are finalized and will no longer be included in future exports. It is possible to create multiple productive DATEV exports for the same or overlapping time periods. In this case, only transactions that were not already included in a previous productive export will be included in the export. The Previous exports list only shows productive DATEV exports. If you create a test export, it is made available to you directly for download without appearing in the list. Furthermore, documents and debtor master data cannot be downloaded for test exports; this is only possible in productive mode.
In this article you'll find further information on the fields included in the export as well as the accounts and posting entries used.
Download posting batch and documents
To download a productively created export, simply click on the corresponding CSV link in the Posting batch column. You can download the associated documents by clicking on the ZIP link in the Documents column. Each posting in the posting batch references the corresponding document. Using the Magic Eye in DATEV, you can view the documents directly in DATEV after uploading them to the document cloud.
Export debtor master data
If you use individual debtor accounts, you can download the corresponding master data for each productive DATEV export by clicking on the CSV link in the Debtor master data column. Note that the master data export always only includes the master data of the debtors that are also included in the current productive export. The debtor master data can then, of course, be easily imported into DATEV.
Export account labels
Similarly, you can also export the account labels; these always contain the Shopware customer number in the following structure:
Account;Account label;LanguageId
(e.g.: 20006;"Shopware customer account #20006";"de-DE")
Sample files
The plugin exports the data in the official DATEV format 510. You can find sample DATEV export files below: