When you join Factorial, you can import all employees from your DATEV account into Factorial to simplify the onboarding process and avoid manual data entry.

1. Go to the Organisation section in Factorial
2. Click on the elipsis button (three dots) in the top-right corner of the table and select Import employees → Import from DATEV to start the import process
3. You will receive an email shortly to continue with the import. Click the Continue import button in the email.
4. Review the list of employees available for import
5. Click Import employees to finalize the process

When you start using DATEV, you can export all employees from your Factorial account to DATEV to simplify the onboarding process and avoid manual data entry.

1. Go to the Organisation section in Factorial
2. Click on the elipsis button (three dots) in the top-right corner of the table and select Export employee data → Export to DATEV to start the import process
3. You will receive an email shortly confirming that the employees have been successfully created in DATEV.

When a new employee is created in Factorial, an update will automatically appear in the Payroll > Employee Updates section.

1. Open the employee update, review the employee’s information.
2. Validate the details by ensuring all mandatory fields are complete.
3. Once everything is correct, click the ‘Sync to DATEV’ button to sync the data.

Whenever an employee’s details are modified in Factorial, the system creates an update in the Payroll > Employee Updates section.

1. Open the employee update and review the changes made.
2. Validate the information to ensure the updated data is correct.
3. Once confirmed, click ‘Sync to DATEV’ to send the update.

Whenever an employees contract is modified in Factorial, the system crates an update in the Payroll > Employee Update section.

1. Open the employee update and review the changes made.
2. Validate the information to ensure the updated data is correct.
3. Once confirmed, click ‘Sync to DATEV’ to send the update.

Whenever an employee is terminated in Factorial, the system creates an update in the Payroll → Employee Update section.

1. Open the employee update and review the termination information.
2. Validate the information to ensure the updated data is correct.
3. Once confirmed, click ‘Sync termination’ to send the update.

To enable the DATEV integration in Factorial, some preparation is required in collaboration with your tax consultant. Please make sure all prerequisites are fulfilled before starting the setup process in Factorial. This ensures a smooth integration and avoids delays.

If you have any questions about these requirements, feel free to contact your dedicated payroll consultant.

Important: The setup process varies slightly depending on whether your payroll is managed internally (Selbstbucher) or handled by an external tax consultant.

Start by identifying who manages your DATEV account:

• If your company has its own DATEV administrator, you can complete the setup steps independently.
• If your tax consultant manages the DATEV account, they must order and authorize the necessary data services on your behalf.

1. Install integration in the Factorial Marketplace
   • Go to Factorial Integration Marketplace and click on DATEV - this works for both LODAS and Lohn und Gehalt.
   • Click on Install in the upper right corner.
      
2. Enter relevant data for the setup

After clicking on ‘Install integration’, the settings page will come up. You will be guide through the following steps:

• Step 1: Login to DATEV via SmartCard or SmartLogin
• Step 2: Enter consultant number (Beraternummer) and client number(s) (Mandatennummern), select payroll programm (DATEV LODAS or DATEV Lohn und Gehalt)
• Step 3: Connect the business units of Factorial with the “Beschäftigungsbetriebe” in DATEV (the ones in the drop down are the once that are set up in DATEV. If needed, ask your tax consultant for clarification on this). This page can take a while to load. If there is an error connecting to DATEV, this will be shown here.
• Step 4: Map the wage types in Factorial to the wage types in DATEV (the ones in the drop down are the once that are set up in DATEV. If needed, ask your tax consultant for clarification on this).

These settings can always be reviewed once you go back to the integration and access the settings.

In order to be able to use the DATEV integration successfully, make sure to add the "Mitarbeitercode DATEV-API" for all employees (this field can be found unter personal data in the employee profile). You can either do this manually or via the importer, by clicking on the three dots under "organization," selecting "Edit employees," downloading the file for the respective legal entity, and adding the field for all employees in the file, before importing it again.

You can sync data from Factorial to DATEV at any time. Since the process is not automatic, you have full control over when and what data is sent.

Additional note: When you sync a new hire to DATEV, any updates to their personal or contractual information can only be synced starting from the following month. Changes made in the same month as the initial new hire sync cannot be transferred until the next sync cycle.

Once data has been transferred to DATEV, it cannot be undone from Factorial. If errors occur, corrections must be made in DATEV directly or by resending the corrected data from Factorial.

If an employee already exists in DATEV, the integration will not allow you to sync it to DATEV to prevent duplicate entries and ensure accurate data synchronization.

The DATEV integration should be managed by HR professionals and payroll administrators who have access to both Factorial and DATEV. Coordination with your tax advisor may also be necessary for setup and troubleshooting.

No, every employee update has to be send individually to make sure that the data is correct for each of them.