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