SalesForce & Sage
Booking-ready documents from SalesForce, delivered to Sage
GetMyInvoices retrieves your invoices and receipts from SalesForce and transfers them to Sage, ready to be processed further.
Why connect SalesForce with Sage?
GetMyInvoices connects to your SalesForce account, automatically retrieves your invoices and receipts and passes them on to Sage ready for posting. You no longer need to log in to SalesForce manually, and your receipts land directly where your accounting works with Sage. One connection covers every SalesForce account and every recurring billing period.
- Automatic retrieval to Sage: connect SalesForce once, never log in for an invoice again.
- Booking-ready in Sage: 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 Sage automatically
Three things happen automatically once SalesForce is connected, so your invoices reach Sage 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 Sage
Invoices and their data are exported to Sage, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From SalesForce login to Sage in four steps''
Set it up once. After that, every SalesForce invoice finds its way into Sage 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 Sage
Invoices and their data are exported to Sage 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 Sage 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 & Sage
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.
Sage
Sage 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 Sage: it downloads the invoice at SalesForce and delivers it to Sage, ready to book.
Frequently asked questions about SalesForce, Sage 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 Sage 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 Sage export is available once you or your tax advisor connect Sage. 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 Sage 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 Sage.