Automatically import and export receipts to and from Dropbox

Automatically import and export receipts to and from Dropbox

How to set up document export and import between GetMyInvoices and Dropbox

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”!

1. Document Export: Begin Integration Process

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”!

2.Document Export: Add Synchronization Settings

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!

3. Document Export: Connect to Dropbox

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”!

4. Document Export: Add Synchronization Account

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!

5. Document Export: Integration Finished

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”!

1. Document Import: Begin Integration Process

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!

2. Document Import: Connect to Dropbox

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”!

3. Document Import: Add Import-Synchronization Account

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!

4. Document Import: Integration Finished

Dropbox and GetMyInvoices speed up receipt transfer

Dropbox is a widely known file hosting service, saving data in the cloud and synchronizing it with linked computers. Using it, customers have access to their documents anytime, anywhere. As well as that, they are able to comfortably co-work on documents via Dropbox.

GetMyInvoices automatizes the document transfer to and from Dropbox. You can both export documents from GetMyInvoices to Dropbox, and import receipts from Dropbox to GetMyInvoices to further transfer or forward them from there – depending on how it suits your workflow.

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