DATEV Integration

With the DATEV integration, Pulse automatically retrieves payroll documents from the DATEV data center and provides them digitally in Pulse for your employees.
The transfer takes place via the DATEV Payroll-Report Data-Service – a secure online service through which PDF evaluations are collected.

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Introduction

The DATEV integration is designed for HR admins. It greatly simplifies the provision of payroll documents by automatically synchronizing them and storing them in the employee profile.

Caution

You, as the customer, are responsible for the accuracy of the master data. Incorrect staff numbers may cause payroll documents to be assigned to the wrong person. Please check the data carefully and consult our support if in doubt.

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Requirements

For the integration to work, you need:

• An active account for DATEV LODAS or DATEV Lohn & Gehalt
• DATEV Payroll-Report enabled (usually via your payroll consultant)
• Consultant number and Client number for unique identification
• Permissions to manage integrations in Pulse
• Consistent and correct staff numbers in the digital personnel file

Note

Staff numbers must be maintained identically in DATEV and Pulse to ensure correct document assignment.

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Setup in Pulse

Tip

We recommend a test synchronization with a single employee before enabling the sync for everyone. Ideally, first enter the personnel number for just one employee and test the integration.

1. Go to Account Settings → Integrations.
2. Create a new integration and select DATEV.
3. Enter the Consultant number and Client number and click Save. The integration has now been created but is not yet connected.
4. Click “Connect”. You will be redirected to DATEV to authorize the connection. Log in with your DATEV credentials.
5. Confirm the authorization and return to Pulse.

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Providing Payroll Documents

The integration is based on the Payroll-Report Data-Service from DATEV.

1. Create the payroll in DATEV (LODAS or Lohn & Gehalt).
2. DATEV provides the LOBN documents (PDF evaluations) in the data center.
3. Pulse automatically retrieves these documents via the service.
4. The payroll documents are assigned to the correct employees in Pulse and stored in their profiles in an audit-proof manner.

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Document Sync

By default, the sync runs on the 1st of each month (usually at night).
If you have a different payroll cycle, please contact us – we can adjust this flexibly so that it runs on other or multiple days of the month.

Currently, the following document types are synchronized:

• LOBN: Gross/Net – Overview of an employee’s gross and net earnings per month (payslip)

If you need additional document types, please contact us.

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Security & Responsibilities

• Pulse provides the technical interface to DATEV.
• The responsibility for data quality lies with the customer.
• Risks of incorrect data:
  • Payroll documents may be assigned to the wrong employees
  • Documents may not be imported

Caution

We recommend an internal four-eyes review of all master data before the first production run.

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FAQ

Which data is transferred?
Only payroll documents (LOBN documents) from DATEV.

When does the document sync happen?
By default, on the 1st of each month, at night, but this can be adjusted.

What happens with incorrect staff numbers?
The document cannot be assigned and will not be synchronized.

Can I upload documents manually?
No, currently only through automatic sync.

Where can I find more information about DATEV?
In the DATEV Help Center.

Who can I contact if I have problems?

• For technical questions regarding the integration: Pulse Support
• For professional questions regarding payroll: Your payroll office