Promotionbasis & Zoho
Retrieve once from Promotionbasis, deliver automatically to Zoho
Documents already captured from Promotionbasis are not downloaded twice; new ones are forwarded automatically to Zoho.
Why connect Promotionbasis with Zoho?
GetMyInvoices automatically retrieves your Promotionbasis invoices and delivers them to Zoho. It logs in to your Promotionbasis account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Zoho booking-ready. One connection covers every Promotionbasis account and recurring billing period.
- Automatic retrieval to Zoho: connect Promotionbasis once, never log in for an invoice again.
- Booking-ready in Zoho: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From Promotionbasis to Zoho automatically
Three things happen automatically once Promotionbasis is connected, so your invoices reach Zoho without manual work.
Retrieves every Promotionbasis invoice
GetMyInvoices logs in to Promotionbasis Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to Zoho
Invoices and their data are exported to Zoho, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Promotionbasis login to Zoho in four steps''
Set it up once. After that, every Promotionbasis invoice finds its way into Zoho on its own.
- 1
Connect your Promotionbasis account
Add Promotionbasis in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Promotionbasis invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to Zoho
Invoices and their data are exported to Zoho on your export schedule, ready for your tax advisor to book.
Promotionbasis also exports to these systems
Your Promotionbasis login stays protected
From the Promotionbasis login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Promotionbasis login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Promotionbasis invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every Promotionbasis invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Promotionbasis & Zoho
Promotionbasis
Promotionbasis is a platform for promotional services, on which invoices for booked services are generated regularly. These receipts must be recorded for accounting. Automated processing eliminates manual downloading and ensures complete, up-to-date records.
Zoho
Zoho is the integration that receives your Promotionbasis invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Promotionbasis and Zoho: it downloads the invoice at Promotionbasis and delivers it to Zoho, ready to book.
Frequently asked questions about Promotionbasis, Zoho and GetMyInvoices
Connect your Promotionbasis account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the Promotionbasis console again.
Your Promotionbasis credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple Promotionbasis Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To Zoho and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your Promotionbasis invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Promotionbasis invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your Promotionbasis invoices in GetMyInvoices right away. The Zoho export is available once you or your tax advisor connect Zoho. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to Zoho so your tax advisor can book without re-typing.
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Promotionbasis invoices?
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