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