Guide

DATEV Import: Step by Step

How to import the GPAA KanzleiPack into DATEV Kanzlei-Rechnungswesen.

Requirements

  • DATEV Kanzlei-Rechnungswesen (or DATEV Mittelstand Faktura mit Rechnungswesen)
  • Batch processing enabled (standard in most DATEV installations)
  • Complete Package ZIP from GPAA (contains DATEV booking batch, audit log, documents)

Import Steps

1. Unpack the KanzleiPack

Extract the ZIP file. You will find three folders: 01_input (source data), 02_output (EXTF batch file + audit log) and 03_belege (associated documents).

2. Review the audit log

Open Pruefprotokoll.txt in 02_output. Check documented discrepancies and open items. Resolve any questions before proceeding with the import.

3. Open DATEV batch processing

In DATEV Kanzlei-Rechnungswesen: Buchführung → Stapelverarbeitung → ASCII-Import. Select the client and fiscal year.

4. Import the EXTF file

Select EXTF_Buchungsstapel.csv from 02_output. DATEV recognises the format automatically (the header line contains the format version and chart of accounts).

5. Verify the mapping

DATEV displays a preview of the journal entries. Check: chart of accounts (SKR04 or SKR03), document date, posting text, debit/credit accounts. If there are discrepancies, adjust the mapping in GPAA and request a new KanzleiPack.

6. Confirm import and file documents

After successful review: confirm the import. Archive the documents from 03_belege according to your firm's filing structure (e.g. DMS or client folder).

Important Notes

  • No automatic posting: GPAA delivers structured data. The final account assignment and import approval remain with your firm.
  • Chart of accounts mapping: Default is SKR04, SKR03 is selectable per client. Firm-specific mappings are agreed during the pilot.
  • In case of errors: Send the audit log to info@dtnsoft.de. A correction and new KanzleiPack within 1–2 working days.

Ready for a preview?

Happy to walk you through the demo or discuss a pilot case.