Caixa Geral de Depositos & Microsoft Sharepoint
Complete records: Caixa Geral de Depositos invoices sent straight to Microsoft Sharepoint
GetMyInvoices automatically retrieves new documents from Caixa Geral de Depositos so none are missed, then forwards them to Microsoft Sharepoint.
Why connect Caixa Geral de Depositos with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your Caixa Geral de Depositos invoices and delivers them to Microsoft Sharepoint. It logs in to your Caixa Geral de Depositos account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Microsoft Sharepoint booking-ready. One connection covers every Caixa Geral de Depositos account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect Caixa Geral de Depositos once, never log in for an invoice again.
- Booking-ready in Microsoft Sharepoint: 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 Caixa Geral de Depositos to Microsoft Sharepoint automatically
Three things happen automatically once Caixa Geral de Depositos is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every Caixa Geral de Depositos invoice
GetMyInvoices logs in to Caixa Geral de Depositos 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 Microsoft Sharepoint
Invoices and their data are exported to Microsoft Sharepoint, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Caixa Geral de Depositos login to Microsoft Sharepoint in four steps''
Set it up once. After that, every Caixa Geral de Depositos invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your Caixa Geral de Depositos account
Add Caixa Geral de Depositos 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 Caixa Geral de Depositos 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 Microsoft Sharepoint
Invoices and their data are exported to Microsoft Sharepoint on your export schedule, ready for your tax advisor to book.
Caixa Geral de Depositos also exports to these systems
Your Caixa Geral de Depositos login stays protected
From the Caixa Geral de Depositos login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Caixa Geral de Depositos login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Caixa Geral de Depositos 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 Caixa Geral de Depositos invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Caixa Geral de Depositos & Microsoft Sharepoint
Caixa Geral de Depositos
Caixa Geral de Depósitos is a large Portuguese bank whose online banking generates account statements and fee receipts. These documents are needed for accounting. GetMyInvoices retrieves them automatically, saving you the manual search in the portal.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your Caixa Geral de Depositos invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Caixa Geral de Depositos and Microsoft Sharepoint: it downloads the invoice at Caixa Geral de Depositos and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about Caixa Geral de Depositos, Microsoft Sharepoint and GetMyInvoices
Connect your Caixa Geral de Depositos 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 Caixa Geral de Depositos console again.
Your Caixa Geral de Depositos 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 Caixa Geral de Depositos 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 Microsoft Sharepoint 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 Caixa Geral de Depositos invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Caixa Geral de Depositos 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 Caixa Geral de Depositos invoices in GetMyInvoices right away. The Microsoft Sharepoint export is available once you or your tax advisor connect Microsoft Sharepoint. 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 Microsoft Sharepoint so your tax advisor can book without re-typing.
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Caixa Geral de Depositos invoices?
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