DATEV Export for Magento 2
SoftwareSilo DATEV Export prepares Magento invoices and credit memos for accounting handoff. You can download an export in the Magento Admin, run it from the command line, or schedule it with Magento cron.
The extension supports:
- DATEV EXTF booking CSV files in Windows-1252 encoding
- DATEV XML packages with optional schema validation
- invoice and credit memo PDFs
- customer master data in EXTF format
- delivery by email to a configured accounting contact
- separate OSS and IOSS summary exports
CSV booking data and XML document packages remain separate. If you select both formats, Magento provides one accounting-data archive and one XML document archive. Upload each archive through the matching interface in the receiving accounting system.
Terms used in this guide
- EXTF — DATEV's CSV exchange format for booking data; the extension's main export.
- Debitor / Kreditor — DATEV's terms for customer (debtor) and vendor (creditor) master-data accounts; the master-data export produces debtor records.
- SKR 03 / SKR 04 — the two standard German charts of accounts; choose the one your tax advisor's DATEV client uses.
- OSS / IOSS — EU VAT schemes for distance sales (One-Stop Shop / Import One-Stop Shop); the extension provides separate summary exports for them.
- VIES — the EU service used to validate a customer's VAT ID; relevant for B2B and OSS/IOSS classification.
- GUID — the persistent identifier the XML package uses to link a document to its PDF file.
Before the first export
Ask the person who imports the files which account framework, account length, consultant number, client number, field mapping, and XML package type they expect. The supplied mappings are a starting point, not a substitute for checking the result in the receiving accounting system.
Start with a short period containing one known invoice. Review that file before enabling a schedule.
Where to work
| Task | Magento Admin location |
|---|---|
| Configure exports | Stores > Configuration > MageB2B > DATEV Export Pro |
| Download or send invoices and credit memos | Sales > DATEV > DATEV Export |
| Preview, download, or send an OSS report | Sales > DATEV > DATEV OSS Export |
Recommended setup path
- Install the extension.
- Configure the accounting identifiers and document filters.
- Review the column mappings with your accounting partner.
- Run a manual export.
- Add XML, master data, email delivery, or automatic exports only when the basic file is accepted.
Generated files are kept under var/export/datev/ on the Magento server. A manual export either starts a direct download or shows a separate download button for each package.
Scope
The extension creates export files from Magento sales data. It does not submit tax returns, post entries into DATEV automatically, or decide how a transaction should be treated for accounting or tax purposes. Confirm mappings and reporting choices with your accountant or tax adviser.
Before enabling a schedule, validate the first export. For ongoing questions, use Common Issues and the FAQ.