planview & Dropbox
Turn planview downloads into an automatic feed for Dropbox
GetMyInvoices detects new documents on planview, downloads them and forwards them to Dropbox without manual intervention.
Why connect planview with Dropbox?
GetMyInvoices automatically retrieves your planview invoices and delivers them to Dropbox. It logs in to your planview account for you, fetches every new invoice as a PDF plus structured data, sorts and validates it, and exports it to Dropbox booking-ready. One connection covers every planview account and recurring billing period.
- Automatic retrieval to Dropbox: connect planview once, never log in for an invoice again.
- Booking-ready in Dropbox: 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 planview to Dropbox automatically
Three things happen automatically once planview is connected, so your invoices reach Dropbox without manual work.
Retrieves every planview invoice
GetMyInvoices logs in to planview 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 Dropbox
Invoices and their data are exported to Dropbox, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From planview login to Dropbox in four steps''
Set it up once. After that, every planview invoice finds its way into Dropbox on its own.
- 1
Connect your planview account
Add planview 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 planview 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 Dropbox
Invoices and their data are exported to Dropbox on your export schedule, ready for your tax advisor to book.
planview also exports to these systems
Your planview login stays protected
From the planview login to the Dropbox export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your planview login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your planview 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 planview invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About planview & Dropbox
planview
Planview is a project and portfolio management software that regularly generates invoices for its use. These must be recorded for accounting purposes. Automated downloading eliminates the need for manual login and ensures that no invoice is overlooked.
Dropbox
Dropbox is the integration that receives your planview invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between planview and Dropbox: it downloads the invoice at planview and delivers it to Dropbox, ready to book.
Frequently asked questions about planview, Dropbox and GetMyInvoices
Connect your planview 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 planview console again.
Your planview 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 planview 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 Dropbox 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 planview invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your planview 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 planview invoices in GetMyInvoices right away. The Dropbox export is available once you or your tax advisor connect Dropbox. 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 Dropbox so your tax advisor can book without re-typing.
Ready to automate your
planview invoices?
Try GetMyInvoices with no obligation and start collecting your planview invoices automatically, straight into Dropbox.