Applicable to the following Sastrify plans:


Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".


IN THIS ARTICLE


What is this knowledge base article for?


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


How to export data from DATEV


Please note that you need an existing separate account for software and licenses spend in order to export the necessary data.
  1. Open DATEV, GO 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.



How to upload to Sastrify

  1. Access to your Sastrify account.
  2. Go to the Tool Stack section.
  3. Click the "Actions" button on the right hand side of the screen.
  4. Select "Upload".
  5. Upload the export file into the box that says "Accounting Data".
  6. Click "Save" to finalize the upload process.



How to forward file using Email Importing

In addition to uploading the accounting export file using the traditional method, you can also forward it using the email import feature available in the platform. 

  1. Go to Settings > Discovery and find the Email card under the Import Spend Data section.
  2. Click Setup Guide.
  3. The setup page opens with the gateway email address information and setup instructions for Gmail and Outlook accounts.
  4. Use the gateway email to forward the accounting export to Sastrify.


Once uploaded, our system will process the file and set up the list on your Sastrify platform. Please allow 3-5 business days for processing time, which includes getting the data up to checking and validation work.