What you will get from this guide
sevDesk imports work best when the CSV layout is consistent: dates, signed amounts, and description fields must land in the expected columns.
This guide shows how to prepare your statement export and how KontoCSV profiles reduce manual mapping work.
Step-by-step
1. Start with a clean export
Export CSV when possible. If you only have PDFs, convert them with KontoCSV to remove headers/footers and keep columns stable.
2. Use signed amounts and consistent date formats
Make sure debits stay negative and credits stay positive. Keep booking date and value date if your workflow needs it.
3. Import and validate with one month first
Test one month, check totals and a few line items, then import larger periods once the mapping is confirmed.
Best practices
- Prefer re-exporting over manual edits so imports stay repeatable.
- Keep the original PDF archived for traceability.
German original (more detail)
If you want the full German version with screenshots and extra edge cases, open the original guide here: