1. Document Export: Begin Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand menu > Click “Add Synchronization Account” > Click “Export” > Choose OneDrive > Click “Continue”!
2. Document Export: Add Synchronisation Settings
Choose, how often documents should be synchronized > Add a note, if required > Click “Extended Settings” > Specify the export document types and tags, if needed activate the approval field > Decide, whether documents should be archived after the transfer in GetMyInvoices > Click “Continue”!
3. Document Export: Set Up Link To OneDrive
In case the link can’t be followed, temporarily deactivate your anti-virus programme > Login to your OneDrive account, using the pop-up window > Grant GetMyInvoices the listed permissions by clicking “Accept”!
4. Document Export: Add Synchronization Account
Enter the account type and name > Under “Path”, specify the folder which the documents should be exported to, and click “Continue” > Decide, whether all documents should be synchronized in one folder, or whether you’d like to have subfolders > Define the time period > Click “Save”!
5. Document Export: Integration Finished
It will only take a short while before you can see the synchronization information in the main menu under “Synchronization”, and a little later you will see the exported documents in OneDrive. 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 OneDrive > Click “Continue”!
2. Document Import: Set Up Link To OneDrive
If the link cannot be followed, temporarily deactivate your anti-virus programme > Login to your OneDrive account via the pop-up window > If necessary, grant GetMyInvoices the listed permissions by clicking “Accept”!
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 synchronization time interval > If required, fill in the remaining fields > Click “Save”!
4. Document Import: Integration Finished
It will only take a short while until you can see the synchronization information under “Synchronization” in the main menu, and later the imported documents. > That’s it!