Customerly & Box
Skip the manual Customerly routine, forward receipts to Box
GetMyInvoices automatically downloads new documents from Customerly and sends them to Box, so manual checking is no longer necessary.
Why connect Customerly with Box?
GetMyInvoices automatically retrieves your Customerly invoices and delivers them to Box. It logs in to your Customerly account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Box booking-ready. One connection covers every Customerly account and recurring billing period.
- Automatic retrieval to Box: connect Customerly once, never log in for an invoice again.
- Booking-ready in Box: 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 Customerly to Box automatically
Three things happen automatically once Customerly is connected, so your invoices reach Box without manual work.
Retrieves every Customerly invoice
GetMyInvoices logs in to Customerly 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 Box
Invoices and their data are exported to Box, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Customerly login to Box in four steps''
Set it up once. After that, every Customerly invoice finds its way into Box on its own.
- 1
Connect your Customerly account
Add Customerly 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 Customerly 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 Box
Invoices and their data are exported to Box on your export schedule, ready for your tax advisor to book.
Customerly also exports to these systems
Your Customerly login stays protected
From the Customerly login to the Box export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Customerly login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Customerly 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 Customerly invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Customerly & Box
Customerly
Customerly is a software for customer support and communication, the use of which regularly incurs invoices. These need to be recorded for accounting purposes. Automated document processing eliminates manual downloading and ensures complete records.
Box
Box is the integration that receives your Customerly invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Customerly and Box: it downloads the invoice at Customerly and delivers it to Box, ready to book.
Frequently asked questions about Customerly, Box and GetMyInvoices
Connect your Customerly 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 Customerly console again.
Your Customerly 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 Customerly 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 Box 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 Customerly invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Customerly 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 Customerly invoices in GetMyInvoices right away. The Box export is available once you or your tax advisor connect Box. 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 Box so your tax advisor can book without re-typing.
Ready to automate your
Customerly invoices?
Try GetMyInvoices with no obligation and start collecting your Customerly invoices automatically, straight into Box.