Refersion & Microsoft Sharepoint
Every Refersion invoice, automatically routed to Microsoft Sharepoint
GetMyInvoices connects to Refersion, detects new invoices and receipts, and forwards them to Microsoft Sharepoint for you.
Why connect Refersion with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your Refersion invoices and delivers them to Microsoft Sharepoint. It logs in to your Refersion 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 Refersion account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect Refersion 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 Refersion to Microsoft Sharepoint automatically
Three things happen automatically once Refersion is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every Refersion invoice
GetMyInvoices logs in to Refersion 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 Refersion login to Microsoft Sharepoint in four steps''
Set it up once. After that, every Refersion invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your Refersion account
Add Refersion 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 Refersion 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.
Refersion also exports to these systems
Your Refersion login stays protected
From the Refersion login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Refersion login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Refersion 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 Refersion invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Refersion & Microsoft Sharepoint
Refersion
Refersion is a platform for affiliate and influencer marketing that generates fees and commission statements. Such receipts must be recorded for accounting purposes. GetMyInvoices automatically downloads these documents and saves you manual effort.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your Refersion invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Refersion and Microsoft Sharepoint: it downloads the invoice at Refersion and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about Refersion, Microsoft Sharepoint and GetMyInvoices
Connect your Refersion 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 Refersion console again.
Your Refersion 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 Refersion 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 Refersion invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Refersion 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 Refersion 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
Refersion invoices?
Try GetMyInvoices with no obligation and start collecting your Refersion invoices automatically, straight into Microsoft Sharepoint.