Configuration

This page describes the configuration options provided by the module and how they affect exports.

Access Configuration

Navigate to: Stores >Configuration > MageB2B > DATEV Export Pro

Screenshot placeholder: Stores >Configuration > MageB2B > DATEV Export Pro.

General DATEV Settings

Consultant Number

Your DATEV consultant number (Beraternummer). This identifies your tax consultant in the DATEV system.

Example: 12345

Client Number

Your DATEV client number (Mandantennummer). This identifies your company in the DATEV system.

Example: 67890

Accounting Year

The current accounting year for exports.

Example: 2025

Chart of Accounts

Select the chart of accounts used in the EXTF header (e.g. 03, 04).

Account Number Length

Select the length of account numbers:

4 digits
5 digits
6 digits
8 digits

DATEV Interface Version

Select the DATEV interface version:

510 - October 2015 (Standard)
700 - October 2018 (Newer format)

Revenue Account Mapping

Map location types to revenue accounts and tax rates. The module determines the location type from the order’s shipping/billing country:

domestic: DE
eu: EU countries (via Magento VAT helper)
third_country: everything else

Adding Mappings

Click Add Row
Select Location Type (Domestic, EU, Third Countries)
Enter Account Number
Select Tax Rate (from Magento tax rates)
Save config

Example Mappings

Location Type	Account Number	Tax Rate
Domestic	8400	19
EU	8336	19
Third Countries	8338	0

These values are used by function calls like function:getRevenueAccount and function:getTaxRate in your mappings.

Export Settings

Invoice States to Export

Select which invoice states should be included in exports:

Pending (open)
Paid
Canceled

Credit Memo States to Export

Select which credit memo states should be included in exports.

Open
Refunded
Canceled

These state filters apply to:

Manual exports from the admin export form
CLI exports (bin/magento datev:export)
Automated exports (cron)

Column Mapping Configuration

Configure how Magento fields map to DATEV columns. See Column Mapping for detailed instructions.

XML Export Settings

Enable XML Export

Enables the XML configuration fields in the admin UI. If you export XML, the following settings are used by the XML generator.

XML Schema Version

Choose the schema/XSD version used for namespaces and validation (e.g. v040, v050, v060).

Validate XML against XSD

Enable XSD validation of generated XML files to ensure compliance.

XML Encoding

This setting exists in the configuration UI, but the current XML generator writes XML as UTF-8.

Master Data Export Settings

Enable Master Data Export

Enable export of customer master data alongside invoices/credit memos.

Address Priority

Defines which address is used for each customer in master data export (priority order).

Master Data Field Mapping

Configure how customer fields map to DATEV EXTF format (232 columns).

Automatic Export Settings

Enable Automatic Export

Enable automatic exports via cron job.

Cron Schedule

Enter cron expression for scheduling:

0 2 * * * - Daily at 2 AM
0 2 * * 1 - Weekly on Monday at 2 AM
0 2 1 * * - Monthly on 1st at 2 AM

Export Invoices

Enable automatic invoice export.

Export Credit Memos

Enable automatic credit memo export.

Date Range Pattern

Select which date range to export:

Yesterday (yesterday only)
Last Week (Monday - Sunday) (last complete week)
Last Month (Complete Month) (last complete month)
Current Week (Monday - Yesterday)
Current Month (1st - Yesterday)

Export Format

Select export format:

CSV only
XML only
Both CSV and XML

Include PDF Documents

If enabled, the cron export creates ZIP files containing PDFs (and CSV/master data where applicable).

Export Master Data

Include customer master data in automatic exports.

Store Filter

Filter exports by specific store (leave empty for all stores).

Export Path

The configuration UI contains an “Export Path” field. The current exporter writes to var/export/datev/ regardless.

Send to Tax Advisor

If enabled, cron sends generated export files to the configured tax advisor e-mail address.

Tax Advisor Email (Cron)

Optional cron-specific recipient. If empty, the module uses the e-mail from global email settings.

Email Settings (DATEV + OSS)

Use this group to control manual send actions and cron e-mail behavior.

Enable Email Export

Required for:

Manual Send in Sales >DATEV > DATEV Export
Manual Send in Sales >DATEV > DATEV OSS Export
Automatic cron e-mails (Send to Tax Advisor)

Sender Identity

Defines the Magento sender identity used for export e-mails.

Tax Advisor Email

Default recipient for DATEV/OSS export e-mails. Cron can override this recipient via Tax Advisor Email (Cron).

Attach PDF Documents (DATEV only)

Controls whether DATEV e-mails include PDF documents.

Attach Master Data (DATEV only)

Controls whether DATEV e-mails include master-data attachments.

OSS Export (Admin)

The module also provides a dedicated OSS export screen in the Magento admin:

Sales >DATEV > DATEV OSS Export

From this screen, you can run OSS exports with:

Scheme (Union OSS, Non-Union OSS, IOSS)
Period type (Quarter or Month, depending on scheme)
Year/Quarter/Month
Optional store filter
Currency mode (EUR only or ECB rate at period end)

Full OSS guide:

OSS Export

Save Configuration

After configuring all settings, click Save Config at the top right.

Clear Cache

After saving configuration, clear cache:

php bin/magento cache:flush

Next Steps

Column Mapping - Configure field mappings
Manual Export - Perform manual exports
Automated Exports - Set up cron exports
Master Data Export - Export customer master data (EXTF)
OSS Export - Configure and run OSS/IOSS CSV exports