INTER MaklerPortal & Microsoft Sharepoint
Microsoft Sharepoint always up to date with documents from INTER MaklerPortal
GetMyInvoices continuously retrieves new invoices and receipts from INTER MaklerPortal and transfers them to Microsoft Sharepoint.
Why connect INTER MaklerPortal with Microsoft Sharepoint?
GetMyInvoices connects to your INTER MaklerPortal account, automatically retrieves your invoices and receipts, and passes them on to Microsoft Sharepoint ready for booking. You no longer need to log in to INTER MaklerPortal manually, and your receipts land directly where your accounting works with Microsoft Sharepoint. One connection covers every INTER MaklerPortal account and every recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect INTER MaklerPortal 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 INTER MaklerPortal to Microsoft Sharepoint automatically
Three things happen automatically once INTER MaklerPortal is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every INTER MaklerPortal invoice
GetMyInvoices logs in to INTER MaklerPortal 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 INTER MaklerPortal login to Microsoft Sharepoint in four steps''
Set it up once. After that, every INTER MaklerPortal invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your INTER MaklerPortal account
Add INTER MaklerPortal 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 INTER MaklerPortal 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.
INTER MaklerPortal also exports to these systems
Your INTER MaklerPortal login stays protected
From the INTER MaklerPortal login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your INTER MaklerPortal login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your INTER MaklerPortal 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 INTER MaklerPortal invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About INTER MaklerPortal & Microsoft Sharepoint
INTER MaklerPortal
The INTER MaklerPortal is used by insurance brokers to manage contracts and commissions of the INTER Versicherungsgruppe. This generates statements and receipts that need to be included in accounting. GetMyInvoices automatically downloads these documents and saves you manual searching.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your INTER MaklerPortal invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between INTER MaklerPortal and Microsoft Sharepoint: it downloads the invoice at INTER MaklerPortal and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about INTER MaklerPortal, Microsoft Sharepoint and GetMyInvoices
Connect your INTER MaklerPortal 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 INTER MaklerPortal console again.
Your INTER MaklerPortal 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 INTER MaklerPortal 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 INTER MaklerPortal invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your INTER MaklerPortal 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 INTER MaklerPortal 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
INTER MaklerPortal invoices?
Try GetMyInvoices with no obligation and start collecting your INTER MaklerPortal invoices automatically, straight into Microsoft Sharepoint.