How can I import newly created business partners from Finmatics into DATEV Rechnungswesen?

Newly created or changed data in the business partners cannot be exported automatically from Finmatics to DATEV Rechnungswesen. A manual procedure is described in this article how to use all data available in Finmatics (personal account number - first name - last name/company name - street - zip code - city - country - UID - customer number - IBAN) and transfer them to DATEV Rechnungswesen.

1. export the data from Finmatics

Select the menu item Clients in Finmatics
Select the tab Business partner in the desired client
Activate all (or all) business partners you want to export or filter those business partners you want to export.
Press the Export (Download) button.
As a result you will receive a csv - file with the following values: personal account number - first name - last name/company name - street - zip code - city - country - UID - customer number - IBAN

2. import of the data into the DATEV accounting system

Select Import / ASCII - Format

Create an individual ASCII format once and save it. You will find instructions for this in the DATEV - Help (Doc.-No.: 1036228 (German article)).

Import the .csv file generated in the first step using the individually created ASCII format.