RoboForm & Salesforce
Retrieve once from RoboForm, deliver automatically to Salesforce
Documents already captured from RoboForm are not downloaded twice; new ones are forwarded automatically to Salesforce.
Why connect RoboForm with Salesforce?
GetMyInvoices automatically retrieves your RoboForm invoices and delivers them to Salesforce. It logs in to your RoboForm account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Salesforce booking-ready. One connection covers every RoboForm account and recurring billing period.
- Automatic retrieval to Salesforce: connect RoboForm once, never log in for an invoice again.
- Booking-ready in Salesforce: 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 RoboForm to Salesforce automatically
Three things happen automatically once RoboForm is connected, so your invoices reach Salesforce without manual work.
Retrieves every RoboForm invoice
GetMyInvoices logs in to RoboForm 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 Salesforce
Invoices and their data are exported to Salesforce, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From RoboForm login to Salesforce in four steps''
Set it up once. After that, every RoboForm invoice finds its way into Salesforce on its own.
- 1
Connect your RoboForm account
Add RoboForm 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 RoboForm 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 Salesforce
Invoices and their data are exported to Salesforce on your export schedule, ready for your tax advisor to book.
RoboForm also exports to these systems
Your RoboForm login stays protected
From the RoboForm login to the Salesforce export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your RoboForm login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your RoboForm 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 RoboForm invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About RoboForm & Salesforce
RoboForm
RoboForm is a password manager for which invoices for subscriptions or licenses are also incurred. These receipts must be recorded for accounting. Automated retrieval saves the manual login and download of each individual invoice.
Salesforce
Salesforce is the integration that receives your RoboForm invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between RoboForm and Salesforce: it downloads the invoice at RoboForm and delivers it to Salesforce, ready to book.
Frequently asked questions about RoboForm, Salesforce and GetMyInvoices
Connect your RoboForm 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 RoboForm console again.
Your RoboForm 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 RoboForm 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 Salesforce 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 RoboForm invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your RoboForm 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 RoboForm invoices in GetMyInvoices right away. The Salesforce export is available once you or your tax advisor connect Salesforce. 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 Salesforce so your tax advisor can book without re-typing.
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RoboForm invoices?
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