Extract Master Data from DATEV for accountant

Modified on Mon, 19 Feb 2024 at 11:33 AM

To facilitate your onboarding process, your accountant can extract a file from DATEV containing all employee master data.

Once you receive the Kenjo Export.xlsx file from your accountant, you can utilize it in two ways:

Option 1: Populate the DATEV data import file using this data. (Link to Import DATEV Employee Data)

Option 2: Manually input the data into the employees' profiles using the provided file.

Alternatively, you may request assistance from our support team for file upload.

Accountants, please follow the steps below:

Once the DATEV integration is active on your account, it's time to extract all the master data you have saved in DATEV. 

Once you have the Kenjo Export.xlsx file, you have to import it into Kenjo. Follow the steps explained in this article to know which option adapts to your needs. 

:rotating_light:Important: Please make sure that the DATEV integration is activated and that you have added all the employees to the DATEV Settings.

Open Datev Arbeitsplatz and launch program Daten-Analyse-System". If it is not shown in the shortcut list, use the program search to find it. Note: It is not included in all Datev subscriptions.

Next, open the menu Daten-Analyse-System and select Einspielen….

Then, click on Sicherung hinzufügen to add a new report.

In the file selection window, select the file Kenjo Export RZ V3.xml which you can download at the end of this article.

Next, click on Weiter and select the report on the left side. Then click on the arrow button to move it to the right.

Click on Fertigstellen and then Beenden to finish the import. Now select the section Individuelle Auswertungen and double-click on the subfolder Öffentlich to display the Kenjo Export report.

Double-click the report Kenjo Export RZ and click on Neue Datenanalyse.

Select the right company and, if necessary, pick a certain month (if not the latest data should be exported) and click on Ausführen.

The finished report will be shown. In section Exportieren, click on in die Tabellenkalkulation to export it as an Excel file.

Once you have the Kenjo Export.xlsx file, please send this to your client. 

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