This article guides DATEV users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from DATEV, Sastrify can set up and populate your tool stack and spend data for initial setup. You can also upload spend data at regular intervals (e.g., monthly or quarterly) to keep your information current and updated.

How to export data from DATEV

Please note that you need an existing separate account for software and license spending in order to export the necessary data.

1. Open DATEV and navigate to the "Buchführung" tab from the main menu on the left, then click "Betriebswirtschaftliche Auswertung".

2. Access the account for your company's SaaS spend.

3. Make sure to select the necessary time frame for the export. The most important information for Sastrify is the date (Datum), vendor name (usually in Buchungstext), invoice ID (usually in Belegfeld1), and the full transaction amount (Umsatz).

4. Export the spreadsheet as an Excel file after making sure you have all the data you need.