planview & EcoDMS
Multiple planview accounts, one path to EcoDMS
You can connect several planview accounts separately, and GetMyInvoices forwards all retrieved invoices and receipts to EcoDMS.
Why connect planview with EcoDMS?
GetMyInvoices automatically retrieves your planview invoices and delivers them to EcoDMS. 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 EcoDMS booking-ready. One connection covers every planview account and recurring billing period.
- Automatic retrieval to EcoDMS: connect planview once, never log in for an invoice again.
- Booking-ready in EcoDMS: 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 EcoDMS automatically
Three things happen automatically once planview is connected, so your invoices reach EcoDMS 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 EcoDMS
Invoices and their data are exported to EcoDMS, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From planview login to EcoDMS in four steps''
Set it up once. After that, every planview invoice finds its way into EcoDMS 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 EcoDMS
Invoices and their data are exported to EcoDMS 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 EcoDMS 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 & EcoDMS
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.
EcoDMS
EcoDMS 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 EcoDMS: it downloads the invoice at planview and delivers it to EcoDMS, ready to book.
Frequently asked questions about planview, EcoDMS 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 EcoDMS 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 EcoDMS export is available once you or your tax advisor connect EcoDMS. 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 EcoDMS so your tax advisor can book without re-typing.
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planview invoices?
Try GetMyInvoices with no obligation and start collecting your planview invoices automatically, straight into EcoDMS.