Circlewise & Zoho
Multiple Circlewise accounts, one path to Zoho
You can connect several Circlewise accounts separately, and GetMyInvoices forwards all retrieved invoices and receipts to Zoho.
Why connect Circlewise with Zoho?
GetMyInvoices automatically retrieves your Circlewise invoices and delivers them to Zoho. It logs in to your Circlewise account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Zoho booking-ready. One connection covers every Circlewise account and recurring billing period.
- Automatic retrieval to Zoho: connect Circlewise once, never log in for an invoice again.
- Booking-ready in Zoho: 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 Circlewise to Zoho automatically
Three things happen automatically once Circlewise is connected, so your invoices reach Zoho without manual work.
Retrieves every Circlewise invoice
GetMyInvoices logs in to Circlewise 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 Zoho
Invoices and their data are exported to Zoho, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Circlewise login to Zoho in four steps''
Set it up once. After that, every Circlewise invoice finds its way into Zoho on its own.
- 1
Connect your Circlewise account
Add Circlewise 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 Circlewise 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 Zoho
Invoices and their data are exported to Zoho on your export schedule, ready for your tax advisor to book.
Circlewise also exports to these systems
Your Circlewise login stays protected
From the Circlewise login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Circlewise login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Circlewise 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 Circlewise invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Circlewise & Zoho
Circlewise
Circlewise is a platform through which users bill services and receive receipts. This regularly generates invoices that need to be transferred to accounting. GetMyInvoices automatically downloads these documents and saves you the manual search in the portal.
Zoho
Zoho is the integration that receives your Circlewise invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Circlewise and Zoho: it downloads the invoice at Circlewise and delivers it to Zoho, ready to book.
Frequently asked questions about Circlewise, Zoho and GetMyInvoices
Connect your Circlewise 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 Circlewise console again.
Your Circlewise 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 Circlewise 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 Zoho 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 Circlewise invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Circlewise 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 Circlewise invoices in GetMyInvoices right away. The Zoho export is available once you or your tax advisor connect Zoho. 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 Zoho so your tax advisor can book without re-typing.
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Circlewise invoices?
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