This process is carried out together with your Factorial consultant.
Please note that your consultant is not permitted to answer DATEV-specific questions, and that for specific payroll questions you should ask your in-house specialist or your tax advisor.
Installing the integration in the Factorial Marketplace
The setup for both LODAS and Lohn und Gehalt runs through the same integration (LAUDS). No separate integration is needed.
- Open your Factorial home page, go to “Discover Factorial” in the left-hand menu, then click the “Integrations” tab
- Here you'll find all integrations available within Factorial.
- Use the search field in the top right to look for the “DATEV LAUDS” integration.
- Open the integration and click “Install for company” in the top right.
Enter the setup information
After clicking “Install for company,” the settings page appears.
Complete the following steps to finish the setup:
Step 1: Enter the consultant number (your tax advisor's number) and select the payroll program you work with (DATEV LODAS or DATEV Lohn und Gehalt)
Step 2: Click “Connect” for the client (legal entity in Factorial) you want to connect to DATEV.
A new field opens. Enter your DATEV client number here and click “Connect.”
Log in to DATEV using your SmartCard or SmartLogin.
Step 3: Link the employee groups in Factorial to the “employing establishments” („Beschäftigungsbetriebe“) in DATEV (the entries shown in the dropdown are those already set up in DATEV — if needed, ask your tax advisor for clarification). This page may take a moment to load. If a connection error with DATEV occurs, it will be shown here.
If the dropdown on the right shows an employing establishment that doesn't have a matching group in Factorial yet, you can add the group in Factorial under Settings → Employee groups and then assign it to the employing establishment.
Step 4: Match the pay types/payroll concepts in Factorial (for more information on how pay types/payroll concepts are created, see: https://app.factorialhr.com/settings/compensations/payroll-concepts) to the pay types in DATEV (the entries shown in the dropdown are those made available to us by DATEV — if needed, ask your tax advisor for clarification).
The pay types/payroll concepts on the left are all the pay types/payroll concepts created by default in Factorial, or that you created yourself.
Then click “Next.”
You will also receive further information during your consultation with our Factorial consultant.
Step 5: Match the absence types in Factorial to the absence codes in DATEV.
Then click “Next.”
You will also receive further information during your consultation with our Factorial consultant.
Step 6: Match the teams in Factorial to the departments in DATEV.
This step is only relevant if you use departments in DATEV and entries actually appear for selection in the dropdown menu on the right. If the dropdown is empty, simply move on to the next step.
Then click “Save.”
You will also receive further information during your consultation with our Factorial consultant.
Repeat the same steps for each of your DATEV clients (legal entities) that you want to connect to DATEV.
These settings can be reviewed at any time by returning to the integration and opening its settings.