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Connect and use DATEV

Connect a German Payroll Territory to DATEV to exchange employee and payroll data and retrieve supported payroll documents.

Who can use this?

HR Admins and payroll teams in Salesforce with a DATEV account and access to HR Admin integrations. The direct payroll import targets DATEV LODAS.

Connect DATEV​

  1. In the flair HR app, open HR Admin → Integrations.
  2. Select DATEV.
  3. Select the Payroll Territory.
  4. Click Connect Via Integration Service.
  5. Grant flair access to the DATEV account.
  6. Enter the consultant ID and client ID.
  7. Sign in to DATEV.
  8. Click Enable.

DATEV integration enabled in HR Admin

Sync employee and payroll data​

  1. In the flair HR app, open the Payroll Run.
  2. In Integrations, click Sync Employee Data after an address, IBAN, salary, or other employee value changes.
  3. Click Sync Payroll Data after you manually add compensation or include employees paid for time worked.

flair imports payroll data directly into DATEV LODAS. For DATEV Lohn & Gehalt, flair creates ASCII files that you import into DATEV.

Employee and payroll synchronization actions for DATEV

Enable DATEV document types​

  1. In HR Admin, open Integrations → DATEV.
  2. Review the available HR files, Payroll Reports, and document types.
  3. Enable the file types to download, such as payslips.
  4. Configure notifications for available files.

No other configuration is required after you enable the file types.

Download DATEV files​

  1. In the flair HR app, open the Payroll Run for the correct period and territory.
  2. Review the available DATEV document types.
  3. Click Download Files. flair retrieves all available files for employees in the run and combines multiple employee files.

You can download files before payroll processing is complete. flair matches the files to employees using Payroll Run data.

Create Employee Documents from DATEV files​

  1. After downloading the files, open Mass Document Upload.
  2. Review the combined file.
  3. Configure document visibility and other properties.
  4. Click Create Payroll Comment or the available completion action. flair adds the files to Employee Documents like standard document uploads.
  5. Return to Payroll Runs and open the run to review the created payslips.