ShareFile & Zoho
Save time on ShareFile downloads before they reach Zoho
Instead of collecting documents from ShareFile by hand, GetMyInvoices retrieves them automatically and hands them off to Zoho.
Why connect ShareFile with Zoho?
GetMyInvoices connects to your ShareFile account, automatically retrieves your invoices and receipts, and delivers them ready for booking to Zoho. You no longer need to log in to ShareFile manually, and your receipts land directly where your accounting works with Zoho. One connection covers every ShareFile account and every recurring billing period.
- Automatic retrieval to Zoho: connect ShareFile 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 ShareFile to Zoho automatically
Three things happen automatically once ShareFile is connected, so your invoices reach Zoho without manual work.
Retrieves every ShareFile invoice
GetMyInvoices logs in to ShareFile 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 ShareFile login to Zoho in four steps''
Set it up once. After that, every ShareFile invoice finds its way into Zoho on its own.
- 1
Connect your ShareFile account
Add ShareFile 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 ShareFile 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.
ShareFile also exports to these systems
Your ShareFile login stays protected
From the ShareFile login to the Zoho export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your ShareFile login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your ShareFile 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 ShareFile invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About ShareFile & Zoho
ShareFile
ShareFile is a platform for the secure exchange of files and documents. You often receive invoices and receipts from partners or service providers through it. Automated downloading saves you the manual search and speeds up bookkeeping.
Zoho
Zoho is the integration that receives your ShareFile invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between ShareFile and Zoho: it downloads the invoice at ShareFile and delivers it to Zoho, ready to book.
Frequently asked questions about ShareFile, Zoho and GetMyInvoices
Connect your ShareFile 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 ShareFile console again.
Your ShareFile 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 ShareFile 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 ShareFile invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your ShareFile 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 ShareFile 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.
Ready to automate your
ShareFile invoices?
Try GetMyInvoices with no obligation and start collecting your ShareFile invoices automatically, straight into Zoho.