Phorest & Microsoft OneDrive
No more manual downloads from Phorest before sending to Microsoft OneDrive
GetMyInvoices automatically fetches new invoices from Phorest and forwards them to Microsoft OneDrive, so you skip the manual retrieval step.
Why connect Phorest with Microsoft OneDrive?
GetMyInvoices automatically retrieves your Phorest invoices and delivers them to Microsoft OneDrive. It logs in to your Phorest 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 Phorest account and recurring billing period.
- Automatic retrieval to Microsoft OneDrive: connect Phorest 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 Phorest to Microsoft OneDrive automatically
Three things happen automatically once Phorest is connected, so your invoices reach Microsoft OneDrive without manual work.
Retrieves every Phorest invoice
GetMyInvoices logs in to Phorest 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 Phorest login to Microsoft OneDrive in four steps''
Set it up once. After that, every Phorest invoice finds its way into Microsoft OneDrive on its own.
- 1
Connect your Phorest account
Add Phorest 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 Phorest 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.
Phorest also exports to these systems
Your Phorest login stays protected
From the Phorest login to the Microsoft OneDrive export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Phorest login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Phorest 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 Phorest invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Phorest & Microsoft OneDrive
Phorest
Phorest is a software for appointment scheduling and salon management that also generates invoices for subscriptions and additional services. These receipts need to be recorded for accounting purposes. Automated retrieval eliminates manual downloading and reduces errors in receipt management.
Microsoft OneDrive
Microsoft OneDrive is the integration that receives your Phorest invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Phorest and Microsoft OneDrive: it downloads the invoice at Phorest and delivers it to Microsoft OneDrive, ready to book.
Frequently asked questions about Phorest, Microsoft OneDrive and GetMyInvoices
Connect your Phorest 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 Phorest console again.
Your Phorest 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 Phorest 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 Phorest invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Phorest 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 Phorest 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.
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Phorest invoices?
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