Start How do I add an online portal for document import?

How do I add an online portal for document import?

Start automating your invoice processing from over 10,000 supported online portals. Here’s how.

Step 1. From the GetMyInvoices dashboard, click Companies & Portals from the left-side menu.

Step 2. On the Companies & Portals page, click the plus icon on the top right corner to add a portal.

Step 3. A pop-up window lets you choose between an online portal or a custom (manual) account. Click the radio button next to Online Portal, then click Continue.

Step 4. The Add Portal window features four ways to search for supported online accounts and portals: by alphabetical order, by country, by account category, or through manual search. Use any of these methods to look for the online portal you want to link to your GetMyInvoices account, then click the name of the company to proceed.

Step 5. To link online portals to your GetMyInvoices account, you’ll need their respective login details. Enter the username or email address and password for the company you want to link, then click Save. If you want to check if you are linking the correct online portal, click Open Login Page. (Note: Other login credentials may be required, e.g. secret keys, depending on the type of online portal you are trying to link.)

Step 6. If the portal you are trying to link requires two-factor authentication (2FA), enter the required code to continue. If the portal only requires a username and password, it should now show up on the Companies & Portals page. Your online portal is now successfully connected to your GetMyInvoices account.