Merchant setup guide

Set up Shopify DATEV Export in one clean pass

Use this checklist to move from installation to your first invoice, first ZUGFeRD Rechnung, and first DATEV export without guessing which settings matter first.

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Gather these before you start: legal business name, full address, VAT ID or Steuernummer, your tax mode, default tax rate if relevant, bank details, and ideally your DATEV consultant and client numbers from your tax advisor.

1. Install the app and open settings

  1. Install HermitTaxDE from the Shopify App Store.
  2. Open the app inside Shopify Admin.
  3. Go straight to the setup fields in Settings if the app has not been configured yet.

The goal of the first session is simple: complete the minimum business and tax data so the dashboard can stop blocking the export workflow.

2. Complete company and tax details

  1. Enter your business name, street address, postal code, city, and country.
  2. Select the right tax mode for the store.
  3. Add your VAT ID if you operate in standard VAT mode, or your Steuernummer if that is the right path for your setup.
  4. Add your IBAN so invoices can include payment details.

These fields drive invoice headers, VAT treatment, and the export readiness checks. If they are incomplete, the traffic-light dashboard will keep the DATEV export blocked.

3. Add DATEV and invoice numbering settings

  1. Add your DATEV consultant number and client number if your tax advisor has provided them.
  2. Choose your invoice prefix so numbering stays clear and sequential.
  3. Review any account mapping or revenue-account defaults with your tax advisor if your bookkeeping setup is not standard.

You can complete the core setup before you have the DATEV numbers, but the cleanest handoff happens when these are confirmed early.

4. Clear the traffic-light dashboard

  1. Open the dashboard after saving your settings.
  2. Look for red blocking items first, then amber warnings.
  3. Use the Fix actions to jump back to the relevant setting.

When the critical blockers are gone, HermitTaxDE can generate invoices and the DATEV export becomes available for the selected period.

5. Run the first real workflow

  1. Allow the app to generate invoices for new orders once setup is complete.
  2. At month end, open DATEV Export and choose the period you want to export.
  3. Generate the export batch and download the CSV.
  4. Either email the CSV to your tax advisor or create a Magic Link under Settings so they can download batches directly.

What happens next

  • New orders can generate invoices automatically once the store is configured.
  • The dashboard continues to monitor missing or risky configuration through the setup checks.
  • DATEV batches remain in export history so they can be downloaded again later.
  • If your accountant asks what the handoff contains, send them the dedicated accountant guide.

This page is the best starting point for merchants searching for a Shopify DATEV Export setup guide or a practical way to get from Shopify orders to ZUGFeRD invoice and accountant handoff workflows.