Sage has a DATEV interface that can be used to import booking records.

What export method is used to import data into Sage?

For Sage, the DATEV format CSV is used. The DATEV format CSV does not contain a document image. Document images cannot be transferred from Candis to Sage. Instructions on how to create this in Candis can be found here.

Important: For the import, the DATEV import must be activated by Sage. For more information, please contact Sage or your system house. The activation is subject to a fee.

Where is the import located in Sage?

In your Sage finance, you will find on the left in the navigation bar the

  1. Functions,

  2. Period-end closing and under that the

  3. Datev import.

Note: Candis uses the accounting logic of DATEV and an account assignment can only be implemented with the following logic:

  1. All account payable numbers have a uniform length of 5, 6, 7, 8, or 9 digits.

  2. The associated G/L accounts are each one length shorter.

Example: An account with an account payable number of 7 has G/L accounts with 6 digits and less. In Sage, the G/L accounts have a leading zero, so the payable account number 7000000 has an associated G/L account 0680000. If these requirements are met, then nothing stands in the way of a successful import!

Leading zeros are not taken into account in Candis, but are added when importing into Sage.

If you are not sure whether you meet these requirements, then simply contact us! Click here to book an appointment.

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