SalesForce & Microsoft OneDrive
Skip the manual SalesForce routine, forward receipts to Microsoft OneDrive
GetMyInvoices automatically downloads new documents from SalesForce and sends them to Microsoft OneDrive, so manual checking is no longer necessary.
Why connect SalesForce with Microsoft OneDrive?
GetMyInvoices connects to your SalesForce account, automatically retrieves your invoices and receipts and passes them on to Microsoft OneDrive ready for posting. You no longer need to log in to SalesForce manually, and your receipts land directly where your accounting works with Microsoft OneDrive. One connection covers every SalesForce account and every recurring billing period.
- Automatic retrieval to Microsoft OneDrive: connect SalesForce 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 SalesForce to Microsoft OneDrive automatically
Three things happen automatically once SalesForce is connected, so your invoices reach Microsoft OneDrive without manual work.
Retrieves every SalesForce invoice
GetMyInvoices logs in to SalesForce 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 SalesForce login to Microsoft OneDrive in four steps''
Set it up once. After that, every SalesForce invoice finds its way into Microsoft OneDrive on its own.
- 1
Connect your SalesForce account
Add SalesForce 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 SalesForce 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.
SalesForce also exports to these systems
Your SalesForce login stays protected
From the SalesForce login to the Microsoft OneDrive export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your SalesForce login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your SalesForce 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 SalesForce invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About SalesForce & Microsoft OneDrive
SalesForce
Salesforce is a CRM platform for sales and customer service. Salesforce issues invoices for subscriptions and services used, and those invoices belong in your accounting. Downloading Salesforce invoices with GetMyInvoices means your documents arrive automatically wherever you need them.
Microsoft OneDrive
Microsoft OneDrive is the integration that receives your SalesForce invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between SalesForce and Microsoft OneDrive: it downloads the invoice at SalesForce and delivers it to Microsoft OneDrive, ready to book.
Frequently asked questions about SalesForce, Microsoft OneDrive and GetMyInvoices
Connect your SalesForce 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 SalesForce console again.
Your SalesForce 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 SalesForce 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 SalesForce invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your SalesForce 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 SalesForce 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.
Ready to automate your
SalesForce invoices?
Try GetMyInvoices with no obligation and start collecting your SalesForce invoices automatically, straight into Microsoft OneDrive.