fiskaly SAFE setup
fiskaly SAFE provides secure and compliant archiving and convenient retrieval of archived fiscal data from your fiskaly services. You first have to activate and configure SAFE for your Account and its associated Units in order to use it.
Once SAFE is activated, you can either:
- Apply the same configuration across all connected Units.
- Set individual configurations for each Unit.
We recommend testing your configuration and data archiving in the TEST environment first. This allows you to verify that everything works as expected before going LIVE.
Roles
| Role | Description |
|---|---|
| Admin | A user that can set and modify the scheduling configuration of a Group and Unit. Only Account Admins can activate the SAFE service for their account. Admins can search and view archived fiscal data in SAFE. |
| Regular user | A user that can search and view archived fiscal data in SAFE. |
Activation and configuration
To activate fiskaly SAFE for your services, proceed as follows.
1. Activate SAFE
- You must be the Account Admin to activate SAFE. Log in to fiskaly HUB and navigate to the SAFE service.
- Click “Activate SAFE” and follow the instructions.
- After you have activated SAFE successfully, the next step is to apply the archiving schedule for your account and related organizations.
2. Apply the archiving schedule
- Choose where it applies. Either to the entire Account, a Group with its Units, or a single Unit you manage.
- Configure the archiving frequency in SAFE by selecting weekly or monthly archiving and specifying the archiving period.
- If you’re activating SAFE for a Group, decide if this configuration shall be applied to all Units in this Group by toggling “Apply to all organizations”.
- Click “Save” to start automatic archiving.
Activation can only be done by the Account Owner. Configuration is available for the Admin of an Account, a Group or a Unit.
Auto-archiving
After configuration of fiskaly SAFE, it will scan connected services according to the set up schedule and archive the resulting exports. The automation runs continuously until you change the configuration.
Currently, SAFE supports the following services and file formats:
For 🇩🇪SIGN DE, SAFE creates TSS exports.
For 🇦🇹SIGN AT, SAFE creates DEP7 exports.
When fiskaly SAFE archives data from your connected fiskaly services, it stores the resulting exports together with key annotations. This lets you quickly identify, filter and retrieve the data you need in HUB.
Below is an overview of the file formats and the most relevant annotations you’ll see when browsing or searching archived data in HUB:
For 🇩🇪SIGN DE
Typical annotations: Document creation date, legal retention period, start/end date of exported data, TSS ID, optional Client IDs.
For 🇦🇹SIGN AT
Typical annotations: Document creation date, legal retention period, start/end date of exported data, receipt ID, cash register ID, receipt type (normal, cancellation, training), signature counter, legal entity ID.
Auto-archiving will be extended to future fiskaly services where archiving is a legal requirement.
Data Access & Export
Regular users can search archived data for the Units they are allowed to access. Searches use the annotations defined for each Unit and, when permissions allow, can span across multiple Groups and Units. Results are displayed in a list view from which users can select and download the desired entries. To access the data click “SAFE” in the navigation panel.
Exports are available in e.g. TSS-Export, DSFinV-K Export, and DEP7 formats. XML, JSON, PDF, ZIP, TAR, and HTML are supported. Optional auditor access provides standardized Z1–Z3 views directly in HUB.
Besides the HUB interface, fiskaly provides the SAFE API, which allows you to search, filter, and programmatically export archived data. Technical details are available in the SAFE API documentation.
SAFE and SAFE flex at a glance
In HUB, fiskaly SAFE automates archiving from connected fiskaly services on a schedule without manual uploads. SAFE flex provides a separate API for full control over what to upload, when to upload, and which annotations to apply. Both can be used separately or together, depending on your workflow. For details on the differences, visit our SAFE Guide.