Unipile & Zoho
Zoho always up to date with documents from Unipile
GetMyInvoices continuously retrieves new invoices and receipts from Unipile and transfers them to Zoho.
Why connect Unipile with Zoho?
GetMyInvoices automatically retrieves your Unipile invoices and delivers them to Zoho. It logs in to your Unipile 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 Unipile account and recurring billing period.
- Automatic retrieval to Zoho: connect Unipile 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 Unipile to Zoho automatically
Three things happen automatically once Unipile is connected, so your invoices reach Zoho without manual work.
Retrieves every Unipile invoice
GetMyInvoices logs in to Unipile 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 Unipile login to Zoho in four steps''
Set it up once. After that, every Unipile invoice finds its way into Zoho on its own.
- 1
Connect your Unipile account
Add Unipile 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 Unipile 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.
Unipile also exports to these systems
Your Unipile login stays protected
From the Unipile login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Unipile login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Unipile 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 Unipile invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Unipile & Zoho
Unipile
Unipile is a platform through which companies integrate communication channels such as email or messaging, for which invoices are issued for usage or additional services. Automated processing saves you the manual downloading of these receipts.
Zoho
Zoho is the integration that receives your Unipile invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Unipile and Zoho: it downloads the invoice at Unipile and delivers it to Zoho, ready to book.
Frequently asked questions about Unipile, Zoho and GetMyInvoices
Connect your Unipile 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 Unipile console again.
Your Unipile 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 Unipile 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 Unipile invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Unipile 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 Unipile 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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Unipile invoices?
Try GetMyInvoices with no obligation and start collecting your Unipile invoices automatically, straight into Zoho.