1. Document Export: Begin Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand menu > Click “Add Synchronization Account” > Click “Export” > Choose Google Drive > Click “Continue”!
2. Document Export: Add Synchronization Settings
Choose, how often documents are to be synchronized > If required, add a note > Click “Extended Settings” > Specify the document types and tags for export, if needed activate the approval box > Decide whether documents should be archived in GetMyInvoices after transfer > Click “Continue”!
3. Document Export: Connect to Google Drive
Login to your Google account, using the pop-up window > Authorize GetMyInvoices to retrieve, process, create or delete files in Google Drive by clicking “Allow”!
4. Document Export: Add Synchronization Account
Enter the account type and account name >Choose a folder for exporting documents to under “Path” and click “Continue” > Decide whether all documents should be synchronized in one folder or whether you wish to have subfolders > Define the time frame > Click “Save”!
5. Document Export: Integration Finished
It will only take a short while before you can see the synchronization information under the main menu item “Synchronization”, and just a little longer to find the exported documents in Google Drive. > That’s it!
1. Document Import: Begin Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand menu > Click “Add Synchronization Account” > Click “Import”! > Choose Google Drive > Click “Continue”!
2. Document Import: Connect to Google Drive
Using the pop-up window, login to your Google account > Authorize GetMyInvoices to retrieve, process, create and delete Google Drive files by clicking “Allow”!
3. Document Import: Add Import-Synchronization Account
Enter a new name for the account > Under “Import Path”, specify which folder documents should be imported from, and click “Continue”>Fill in the fields “Standard Document Type”, “Standard Tags” and “Standard Company” > Specify the time interval for synchronization > If required, fill in the remaining fields > Click “Save”!
4. Document Import: Integration Finished
It will take only a short time before you can see the synchronization information under the main menu item “Synchronization”, and shortly after you can find the imported documents. > That’s it!