How to export data?

Our platform provides various exports via the Exports menu item.

To do this, click on "Imports/Exports" in the menu bar at the top right and then on "Exports" in the left menu bar.

With a click on the "Export" button, which is located at the top right, the various export types are displayed.

Now you can select which data you wish to get exported: employees, receipts or wage types (payroll).

Depending on what type of data you want to export, the following steps differ.

Export employees:

As shown in the screenshot above, select "Employees"

The respective employees whose data is to be exported can be selected in the following step. It is also possible to select all employees all at once.

After clicking "Continue" you can select the file format for the export. Available formats for employee exports are Excel and CSV. Click again "Continue".

At the last page you get a summary of the data you have selected in the previous steps. If all needed information ist contained, click the "Export" button at the bottom of the page.

After confirming the export dialog, an asynchronous export is triggered, which can be seen in the exports overview. If the export is ready, the desired export file can be downloaded.

Export receipts:

When you want to export receipts, make sure to select in the beginning the export type "Receipts".

In the following step you select all applicable employees which receipts you want to export. You can also select all employees at once.

After clicking "Continue" you define the desired accounting period and select the file format for the export. Available formats for receipt exports are Excel and CSV. Click again "Continue".

At the last page you get a summary of the data you have selected in the previous steps. If all needed information ist contained, click the "Export" button at the bottom of the page.

After confirming the export dialog, an asynchronous export is triggered, which can be seen in the exports overview. If the export is ready, the desired export file can be downloaded.

Export wage types (payroll):

When you want to export payroll data, make sure to select in the beginning the export type "Payroll".

In the following step you select all applicable employees which payroll information you want to export. You can also select all employees at once.

After clicking "Continue" you define the desired accounting period and select the file format for the export. Available formats for payroll exports are Excel, CSV and DATEV. Click again "Continue".

At the last page you get a summary of the data you have selected in the previous steps. If all needed information ist contained, click the "Export" button at the bottom of the page.