Articles on: Integrations

Datev Unternehmen Online: how to add or edit Geschäftpartners

Datev Unternehmen Online (DUO) does currently not support automatic synchronization of suppliers to other systems.

Therefore, you must upload your suppliers into Klippa SpendControl. In this article we explain how you can add and edit Geschäftpartners, so that your supplers in Klippa are up-to-date again.

How to obtain suppliers from DUO

Please check the following article Geschäftspartner importieren und exportieren, section 2.2 on how to export supplier data out of DUO.

How to add or edit suppliers in Klippa

Note: this action is only possible for a user with the finance role.

Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.

In the left menu, navigate to Buchhaltungsdaten and then Geschäftpartner. You are now in the overview of your suppliers.

Click the Aktionen button at the top right of the table, then choose Daten importieren.

A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing suppliers. They are explained below:

Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of suppliers. If this option is set to "Yes", new suppliers with a new suppliers code will be added. For all yet existing suppliers in Klippa with "code" that is the same a suppliers code in the import file, the yet existing data in Klippa will be updated. If you want to update the current suppliers, set this option to "Yes". Keep in mind that you cannot change the code of the suppliers. If you only want to add new suppliers, set it to "No".

Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.

Tip: Download the sample file by clicking the Download example sheet button.

Tip: Do you want to make an existing suppliers inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the suppliers.

Upload the XLSX or CSV file containing your suppliers. You do this by clicking the Click here to upload a file button and choosing the document.

Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.

Updated on: 17/06/2024

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