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Data sources are the foundation for dashboards and AI reports. As an administrator, you can upload financial data as a file or retrieve it automatically via the DATEV interface.

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Upload a file

  1. Click “Data sources” in the sidebar
  2. Select a company from the dropdown
  3. Select the accounting source: DATEV MVZ Export, BMD Export, or Other
  4. Drag and drop the file into the upload field, or click to select a file
  5. Supported formats: CSV, XLSX, XLS, XML, TXT

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Process DATEV files automatically

If you select “DATEV MVZ Export” as the accounting source, the uploaded CSV file is processed automatically:
  • The DATEV CSV is converted into a structured Excel file
  • A progress bar shows the processing progress
  • The processed file is then available for dashboards and reports

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View data sources

Below the upload area, you see a list of all data sources for the selected company. This list contains both uploaded files and data retrieved via the DATEV interface.

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Download a file

Click the download icon next to a file to download it.

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Replace a file

If you want to replace a file with a newer version:
  1. Click the replace icon
  2. A warning shows which reports access this file and are affected
  3. Select the accounting system
  4. Upload the new data source manually, or start the DATEV import for the corresponding fiscal year (see Retrieve the trial balance)
  5. Click “Check new file”
  6. If the new file is compatible, you can upload it by clicking “Replace data source”
  7. The old file is replaced and all reports using this data source are automatically updated

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Delete a file

  1. Click the delete icon next to a file
  2. You receive information and a warning about which reports use this data source
  3. Confirm the deletion by clicking “Delete anyway”

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DATEV interface

Administrators can use the DATEV API interface to retrieve financial data automatically, without uploading files manually. For details, see DATEV integration.