assona Partnerportal & Microsoft Sharepoint
Microsoft Sharepoint always up to date with documents from assona Partnerportal
GetMyInvoices continuously retrieves new invoices and receipts from assona Partnerportal and transfers them to Microsoft Sharepoint.
Why connect assona Partnerportal with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your assona Partnerportal invoices and delivers them to Microsoft Sharepoint. It logs in to your assona Partnerportal 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 assona Partnerportal account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect assona Partnerportal 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 assona Partnerportal to Microsoft Sharepoint automatically
Three things happen automatically once assona Partnerportal is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every assona Partnerportal invoice
GetMyInvoices logs in to assona Partnerportal 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 assona Partnerportal login to Microsoft Sharepoint in four steps''
Set it up once. After that, every assona Partnerportal invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your assona Partnerportal account
Add assona Partnerportal 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 assona Partnerportal 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.
assona Partnerportal also exports to these systems
Your assona Partnerportal login stays protected
From the assona Partnerportal login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your assona Partnerportal login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your assona Partnerportal 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 assona Partnerportal invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About assona Partnerportal & Microsoft Sharepoint
assona Partnerportal
The assona Partner Portal is used to manage insurance and pension products, with invoices and statements being generated regularly. These documents must be recorded for accounting purposes. Automated processing eliminates the need for manual downloading and speeds up the handover to tax advisors or accounting software.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your assona Partnerportal invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between assona Partnerportal and Microsoft Sharepoint: it downloads the invoice at assona Partnerportal and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about assona Partnerportal, Microsoft Sharepoint and GetMyInvoices
Connect your assona Partnerportal 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 assona Partnerportal console again.
Your assona Partnerportal 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 assona Partnerportal 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 assona Partnerportal invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your assona Partnerportal 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 assona Partnerportal 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
assona Partnerportal invoices?
Try GetMyInvoices with no obligation and start collecting your assona Partnerportal invoices automatically, straight into Microsoft Sharepoint.