OpenScope interface
Import and export of data in various formats: contacts, articles, addresses, documents and postings. Data exchange guides for CSV, Excel and other formats.
24 articles
- Document import - overviewImport scanned documents into Scopevisio for invoice receipt book processing via Organisation > OpenScope > Document import; assign a document type to each import run.
- Scan receiptsScan paper receipts for Scopevisio at 300 dpi or higher; use cover sheets to separate documents automatically and enable OCR-based document type recognition.
- Data sources: Fix display problem of imported CSV files in ExcelFix CSV display issues in Excel when using Scopevisio data sources: import the file via Data > From Text/CSV to correctly handle special characters and line breaks.
- Data sources - overviewUse Scopevisio as a data source for Microsoft Power BI, Excel or other tools to create custom reports, pivot tables and controlling analyses with live data.
- REST API First stepsFirst steps with the Scopevisio REST API: authenticate, explore the endpoint structure and start integrating Scopevisio into external automation systems.
- General DocumentationScopevisio API general documentation: OAuth 2.0 authentication, access tokens and supported grant types for integrating external systems via the REST API.
- Search Scope DocumentationScopevisio API search documentation: configure JSON search parameters with fields, values, operators and OR/AND combinations for advanced API queries.
- What is the Scopevisio API?The Scopevisio REST API: integrate Scopevisio into other programmes to exchange data between systems and automate workflows.
- Exporting financial accounting data for auditing purposes (IDEA / GDPdU)Export Scopevisio financial accounting data for tax audits: provide GDPdU-compliant data in IDEA format for the tax authority's auditing software.
- Connectivity CentreConnectivity Centre in Scopevisio: the central interface for importing and exporting files with bookings and master data, gradually replacing older import forms.
- CSV import of statistical accounts and postingsImport statistical accounts and postings into Scopevisio via CSV: check accounts and bookings in separate tabs and import independently of financial account numbers.
- CSV import of G/L and subledger accounts and posting recordsCSV import of postings, G/L and subledger accounts in Scopevisio: map columns to the standard format or save a custom column mapping as a reusable template.
- Import DATEV GDPdUImport GDPdU files into Scopevisio for use with IDEA tax auditing software or for migration; follows the standard GDPdU archive import process.
- Import DATEV posting records / descriptions with Import Service (was: Import DATEV format)Import DATEV posting records and descriptions into Scopevisio using the Connectivity Centre Import Service for extended file handling beyond the legacy DATEV format form.
- CSV import of G/L and subledger accounts and posting records (batch)Batch CSV import in Scopevisio: import multiple files for G/L accounts, subledger accounts or posting records at once using user-specific column templates.
- Import and export - overviewOverview of import and export interfaces in Scopevisio: Connectivity Centre, DATEV import, Orbis connection, finance imports and other data exchange options.
- Export DATEV posting recordsExport DATEV posting records from Scopevisio in EXTF format for your tax consultant via Organisation > OpenScope > Manage Datev imports/exports.
- Export DATEV balancesExport DATEV balances from Scopevisio's totals and balances list as a CSV file for the tax consultant to prepare tax returns without full accounting access.
- Import time entriesImport time entries into Scopevisio from external systems: use OpenScope > Import & Export to load time records and process them per project, task and order.
- Import contactsImport contacts into Scopevisio from Outlook or other sources: use OpenScope > Import & Export and select which contact records to transfer.
- Import general GDPdU archiveImport a GDPdU archive from a previous system into Scopevisio: supports DATEV, Stotax and Filosof formats – upload the ZIP file to import postings and master data.
- Scopevisio Data Connector and Orbi connection statusScopevisio Data Connector and Orbis integration: configure and monitor the bidirectional data exchange between Scopevisio and Orbis for financial accounting.
- DATEV-Format importierenImport DATEV-format files (DTVF/EXTF) into Scopevisio via the Import Service in the Connectivity Center under Organisation > OpenScope > Import & Export.
- The data export to the tax consultant is incorrectTroubleshoot incorrect DATEV data exports to the tax consultant in Scopevisio: fix VAT export issues and check the mapping of Scopevisio tax keys to DATEV BU keys.