1. Document Export: Begin Integration Process
Login to GetMyInvoices > Choose in the right-hand menu “Synchronization” > Click “Add Synchronization Account” > Click “Export” > Choose Dropbox > Click “Continue”!
2.Document Export: Add Synchronization Settings
Choose how often documents should be synchronized > If required, add a note > Click “Extended Settings” > Specify the document types and tags for export; if necessary, activate the approval box > Decide whether documents should be archived in GetMyInvoices after the transfer > Click “Continue”!
3. Document Export: Connect to Dropbox
In case you can’t follow the link, temporarily de-activate your anti-virus programme > Use the pop-up window to login to your Dropbox account > Authorize GetMyInvoices to access files and folders in Dropbox by clicking “Allow” in the next pop-up window!
4. Document Export: Add Synchronization Account
Enter the account type and name >Under “Path”, specify the folder that the documents should be exported to, and click “Continue” > Decide whether all documents should be synchronized into one folder, or whether you want to use subfolders > Define the time period > Click “Save”!
5. Document Export: Integration Finished
It will only take a short while, until you can see the synchronization information in the main menu under “Synchronization”, and just a little longer before you find the exported documents in Dropbox. > 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 Dropbox > Click “Continue”!
2. Document Import: Connect to Dropbox
In case you can’t follow the link, temporarily de-activate your anti-virus programme > Use the pop-up window to login to your Dropbox account > Authorize GetMyInvoices to access files and folders in Dropbox by clicking “Allow” in the next pop-up window!
3. Document Import: Add Import-Synchronization Account
Enter a new name for the account > Specify under “Import Path” the folders from which documents are to be imported, and click “Continue” > Fill in the fields “Standard Document Type”, “Standard Tags” and “Standard Company” > Specify the synchronization time period > If required, fill in the other fields > Click “Save”!
4. Document Import: Integration Finished
It will only take a short while before you can see the synchronization information in the main menu under “Synchronization”, and just a little longer before you see the imported documents. > That’s it!