How can I import master data?

In most cases, master data and training data are made available directly via ready-made interfaces. Finmatics also provides upload options (via .csv) and a REST API.


Automatic synchronisation via interface

Finmatics has a number of standard interfaces which enable the synchronisation of training data between the accounting system and Finmatics.

*see DATEV interface description

Import via .csv or DATEV batch format

General ledger accounts, personal accounts, cost categories and training data can also be easily uploaded as csv. via the Finmatics frontend. 

If you use DATEV, you can upload master data and training data directly in batch format. It is best to follow the instructions in the following article:

Only use the manual import if the master data cannot be synchronised automatically between your ERP/accounting system and Finmatics.

Click on Clients, select the relevant tab (business partners, cost centres, etc.) and then click on "Import".

It is also possible to upload several files at once by dragging several files into the pop-up window that opens after clicking on "Import".

Business Partner

Template - Business Partner import (xlsx)

Cost centres / cost units

Template - Cost centre import (xlsx)

Template - Cost unit import (xlsx)

Ledger Accounts

Template - G/L account import (csv)

Transaction data

Transactions can be uploaded to the client screen as training data.
With good training data, the effectiveness of automation can be increased.

Template - BMD-Training data import (csv)

Template - DATEV-Training data import (csv)

You can download training data in DATEV Unternehmen Online as follows:

Synchronisation via REST-API

In addition to importing via .csv, master data and training data can be synchronised with Finmatics via REST API. You can find further information under Is it possible to connect to Finmatics via REST API?.