Mer Chargeportal & Salesforce
Month-end made easier: Mer Chargeportal documents flow to Salesforce
GetMyInvoices retrieves invoices and receipts from Mer Chargeportal on a schedule you set and sends them to Salesforce, ready for month-end closing.
Why connect Mer Chargeportal with Salesforce?
GetMyInvoices automatically retrieves your Mer Chargeportal invoices and delivers them to Salesforce. It logs in to your Mer Chargeportal account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Salesforce booking-ready. One connection covers every Mer Chargeportal account and recurring billing period.
- Automatic retrieval to Salesforce: connect Mer Chargeportal once, never log in for an invoice again.
- Booking-ready in Salesforce: 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 Mer Chargeportal to Salesforce automatically
Three things happen automatically once Mer Chargeportal is connected, so your invoices reach Salesforce without manual work.
Retrieves every Mer Chargeportal invoice
GetMyInvoices logs in to Mer Chargeportal 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 Salesforce
Invoices and their data are exported to Salesforce, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Mer Chargeportal login to Salesforce in four steps''
Set it up once. After that, every Mer Chargeportal invoice finds its way into Salesforce on its own.
- 1
Connect your Mer Chargeportal account
Add Mer Chargeportal 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 Mer Chargeportal 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 Salesforce
Invoices and their data are exported to Salesforce on your export schedule, ready for your tax advisor to book.
Mer Chargeportal also exports to these systems
Your Mer Chargeportal login stays protected
From the Mer Chargeportal login to the Salesforce export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Mer Chargeportal login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Mer Chargeportal 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 Mer Chargeportal invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Mer Chargeportal & Salesforce
Mer Chargeportal
Through the Mer Chargeportal, you manage charging sessions and billing for electric vehicles. This regularly generates invoices that need to be included in accounting. Automated processing saves time here, as recurring charging invoices no longer need to be downloaded individually.
Salesforce
Salesforce is the integration that receives your Mer Chargeportal invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Mer Chargeportal and Salesforce: it downloads the invoice at Mer Chargeportal and delivers it to Salesforce, ready to book.
Frequently asked questions about Mer Chargeportal, Salesforce and GetMyInvoices
Connect your Mer Chargeportal 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 Mer Chargeportal console again.
Your Mer Chargeportal 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 Mer Chargeportal 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 Salesforce 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 Mer Chargeportal invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Mer Chargeportal 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 Mer Chargeportal invoices in GetMyInvoices right away. The Salesforce export is available once you or your tax advisor connect Salesforce. 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 Salesforce so your tax advisor can book without re-typing.
Ready to automate your
Mer Chargeportal invoices?
Try GetMyInvoices with no obligation and start collecting your Mer Chargeportal invoices automatically, straight into Salesforce.