Idex & Microsoft Sharepoint
Booking-ready documents from Idex, delivered to Microsoft Sharepoint
GetMyInvoices retrieves your invoices and receipts from Idex and transfers them to Microsoft Sharepoint, ready to be processed further.
Why connect Idex with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your Idex invoices and delivers them to Microsoft Sharepoint. It logs in to your Idex 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 Idex account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect Idex 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 Idex to Microsoft Sharepoint automatically
Three things happen automatically once Idex is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every Idex invoice
GetMyInvoices logs in to Idex 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 Idex login to Microsoft Sharepoint in four steps''
Set it up once. After that, every Idex invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your Idex account
Add Idex 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 Idex 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.
Idex also exports to these systems
Your Idex login stays protected
From the Idex login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Idex login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Idex 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 Idex invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Idex & Microsoft Sharepoint
Idex
Idex is a portal through which invoices and receipts can be retrieved. Such documents are generated continuously and must be reliably captured for accounting. Automated processing saves time and reduces errors from manual downloading.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your Idex invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Idex and Microsoft Sharepoint: it downloads the invoice at Idex and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about Idex, Microsoft Sharepoint and GetMyInvoices
Connect your Idex 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 Idex console again.
Your Idex 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 Idex 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 Idex invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Idex 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 Idex 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.
Ready to automate your
Idex invoices?
Try GetMyInvoices with no obligation and start collecting your Idex invoices automatically, straight into Microsoft Sharepoint.