1. Start integration process
Log in to GetMyInvoices > Select “Synchronizations” in the right-hand menu > Click on “Add Synchronization” > Click on “Export” > Select Salesforce > Click on “Continue”!
2. Add synchronization destination
If required, add a note > Click on “Extended Settings” > Specify the document types and tags that are to be exported, if necessary activate the approval field > Decide whether the documents should be archived in GetMyInvoices after the transmission > Click on “Continue”!
3. Create the connection to Salesforce
Log in to your Salesforce account > Authorize the access by clicking on “Allow”!
4. Add synchronization account
Enter the account type and account name > Define the Salesforce object type! To do this, a custom object has to be set up in Salesforce first, to which the documents and data will be subsequently transmitted > Define the date range of the export documents > If required, select Salesforce attributes that you want to link to GetMyInvoices attributes in the underlying window > Click on “Save”!
5. Integration complete
It will only take a little while until you can see the synchronization information in the main menu under “Synchronization”, and the exported documents in Salesforce shortly after that > That’s it!