Connectivity Center

The Connectivity Center will gradually replace other export and import forms and become the central point of contact for various files on a visually uniform interface.

Import Service (Imports)

You can use the import service to upload, check, edit and import files.

Simply drag 'n' drop the file onto the cloud (1). If you use an EXTF / DTFV file, the import type Datev is automatically recognized.
Depending on the filters in your worklist (2), you will see the file in the table area below (4).
Old export and import forms are still available for a transitional period via the three dots (3) (e.g. import Datev format).

Double-click or select and preview to see the data contained and the messages highlighted in color.

• Errors are displayed in red (1) for mouse-over. Incorrect lines cannot be imported.

• In yellow (2) you will see notes that you should check.

• If there is a large amount of data, you can filter the rows using the drop-down (3).

• Use the checkbox (4) to determine which rows are imported at all.

• The value can be edited by clicking in a cell (5).

• With (6) you can select or deselect all lecture bookings (according to the settings).

• Once you have selected a row, use (7) or double-click to switch to the document preview.

• Use ( 8 ) to switch to the import settings, directly next to it you have quick access to the control matrix.

• Finally, click (9) to start the import.

Differences between the old and new DATEV import
In the new import, you can specify separately in the settings that the payment term and payment type from the personal account master data are used.
If the posting was made to a DATEV automatic account, the BU key field in the import is empty. If the Datev automatic account checkbox is active in the Scopevisio account master of the account, the tax key specified in the Scopevisio account master is used and the Fixed tax key field is ignored.

Exports

No exports are yet available in the Connectivity Center.