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.
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.
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.
Import contactsImport contacts into Scopevisio from Outlook or other sources: use OpenScope > Import & Export and select which contact records to transfer.
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.
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.
Export DATEV posting recordsExport DATEV posting records from Scopevisio in EXTF format for your tax consultant via Organisation > OpenScope > Manage Datev imports/exports.
Import and export - overviewOverview of import and export interfaces in Scopevisio: Connectivity Centre, DATEV import, Orbis connection, finance imports and other data exchange options.
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 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.
Import DATEV GDPdUImport GDPdU files into Scopevisio for use with IDEA tax auditing software or for migration; follows the standard GDPdU archive import process.
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.
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.
Connectivity CentreConnectivity Centre in Scopevisio: the central interface for importing and exporting files with bookings and master data, gradually replacing older import forms.
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.
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.