Customerly & Microsoft OneDrive
Give Microsoft OneDrive direct access to your Customerly invoices
GetMyInvoices connects to your Customerly account, downloads new invoices and receipts, and forwards them to Microsoft OneDrive on your behalf.
Why connect Customerly with Microsoft OneDrive?
GetMyInvoices automatically retrieves your Customerly invoices and delivers them to Microsoft OneDrive. 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 Microsoft OneDrive booking-ready. One connection covers every Customerly account and recurring billing period.
- Automatic retrieval to Microsoft OneDrive: connect Customerly once, never log in for an invoice again.
- Booking-ready in Microsoft OneDrive: 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 Microsoft OneDrive automatically
Three things happen automatically once Customerly is connected, so your invoices reach Microsoft OneDrive 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 Microsoft OneDrive
Invoices and their data are exported to Microsoft OneDrive, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Customerly login to Microsoft OneDrive in four steps''
Set it up once. After that, every Customerly invoice finds its way into Microsoft OneDrive 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 Microsoft OneDrive
Invoices and their data are exported to Microsoft OneDrive 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 Microsoft OneDrive 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 & Microsoft OneDrive
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.
Microsoft OneDrive
Microsoft OneDrive 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 Microsoft OneDrive: it downloads the invoice at Customerly and delivers it to Microsoft OneDrive, ready to book.
Frequently asked questions about Customerly, Microsoft OneDrive 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 Microsoft OneDrive 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 Microsoft OneDrive export is available once you or your tax advisor connect Microsoft OneDrive. 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 OneDrive 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 Microsoft OneDrive.