Planoly & Microsoft Sharepoint
Planoly invoices land in Microsoft Sharepoint, no manual login required
GetMyInvoices logs in to Planoly on your behalf, downloads new invoices and receipts, and transfers them to Microsoft Sharepoint.
Why connect Planoly with Microsoft Sharepoint?
GetMyInvoices automatically retrieves your Planoly invoices and delivers them to Microsoft Sharepoint. It logs in to your Planoly 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 Planoly account and recurring billing period.
- Automatic retrieval to Microsoft Sharepoint: connect Planoly 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 Planoly to Microsoft Sharepoint automatically
Three things happen automatically once Planoly is connected, so your invoices reach Microsoft Sharepoint without manual work.
Retrieves every Planoly invoice
GetMyInvoices logs in to Planoly 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 Planoly login to Microsoft Sharepoint in four steps''
Set it up once. After that, every Planoly invoice finds its way into Microsoft Sharepoint on its own.
- 1
Connect your Planoly account
Add Planoly 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 Planoly 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.
Planoly also exports to these systems
Your Planoly login stays protected
From the Planoly login to the Microsoft Sharepoint export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Planoly login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Planoly 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 Planoly invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Planoly & Microsoft Sharepoint
Planoly
Planoly is a tool for planning and managing social media content. Subscriptions incur regular invoices that need to be recorded for bookkeeping. GetMyInvoices automatically downloads these receipts and saves you the manual search.
Microsoft Sharepoint
Microsoft Sharepoint is the integration that receives your Planoly invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Planoly and Microsoft Sharepoint: it downloads the invoice at Planoly and delivers it to Microsoft Sharepoint, ready to book.
Frequently asked questions about Planoly, Microsoft Sharepoint and GetMyInvoices
Connect your Planoly 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 Planoly console again.
Your Planoly 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 Planoly 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 Planoly invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Planoly 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 Planoly 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
Planoly invoices?
Try GetMyInvoices with no obligation and start collecting your Planoly invoices automatically, straight into Microsoft Sharepoint.