Teamleader Blog Article

New! DATEV Chrome plugin

Benny Waelput Benny Waelput on 24-Aug-2017 16:34:00 in Product Updates

New! DATEV Chrome plugin

Are you or your accountant are using Datev in order manage your bookkeeping? Then we have very good news for you. Via our free Chrome Plugin, you can easily export all your invoices and credit notes from Teamleader in the needed format that will allow you to import those data into Datev. 

Datev is a service and a data format widely used in Germany, but also in other countries such as Czech Republic, Austria, Italy, Hungary and Poland. 

Installing the plugin

  1. You need to use the Google Chrome browser as the export only works via a Google Chrome extension.
  2. You can find the extension on our Teamleader Marketplace via "Integrations" in your personal menu.
  3. Click on “Explore” and search for “Datev”.
  4. Click “Add”.
  5. Click on “Add to Chrome” > “Add extension”.
  6. The extension has been added to Google Chrome.

Using the plugin

  1. You need to be an administrator with access to the module “API & Webhooks”.

  2. Log into your Teamleader account.

  3. Go to “Settings” > “API & Webhooks” > “Show API keys”. Note: Those values will be needed later in order to identify yourself.

  4. Click on the “Google Chrome Datev Plugin”.

  5. Click on “Options”.

  6. Copy the API group and API key from step 3 and paste them in the respective fields.

  7. You also have the option to fill in your Datev IDs.  Note: Those fields are not required but if you fill them in, the values will then be added in the first row of the exported files which makes the import to Datev easier.

  8. Click on “Save Settings”.

  9. Click on the “Google Chrome Datev Plugin” again and fill in the timeframe you want to export your invoices and credit notes for.

  10. Click on “Download”.

  11. You will receive two CSV files: One for your invoices and one for your credit notes. If you only receive one file, that means there were no credit notes available for your selected period of time.

  12. Now you can import those files into Datev. This video from the Datev homepage explains you how. Currently, the export only works for the desktop version of Datev.