BackHow do I add a sync account to GetMyInvoices?
Stay organized by streamlining your invoice management process through seamless integration of your imported invoices and your external accounts. Link your external accounts to your GetMyInvoices account so you can start syncing your invoices across the platforms and services you already have access to. GetMyInvoices has a growing list of supported external sync integrations, including leading third-party accounting software, storage platforms, ERP systems, and more. Learn how to start syncing your GetMyInvoices account with other software and online services you already use by following the steps below.
Add a sync import account
If you process certain documents on a third-party platform and you want to sync them with invoices that you process in GetMyInvoices, you can choose to add a sync import account to keep your documents synchronized and organized across all platforms. Follow these steps to add a new sync import account.
Step 1. From the GetMyInvoices dashboard, navigate to your account name on the top right corner then click Synchronization on the drop-down menu.
Step 2. Click Add Sync Account (plus icon) on the upper right portion of the Synchronization Accounts page to add a new sync import account.
Step 3. On the pop-up dialog window, click Import.
Step 4. A new window appears where you can search for or browse the sync account you want to add. Click the logo of your desired sync account, then click Continue.
Step 5. After choosing the sync account you want to link, you will be asked to enter your sync account login details on a new window or tab. Follow the instructions that appear next, which may vary depending on the sync account. If your sync account uses multi-factor authentication, enter the required verification code or complete the security challenge. You will be taken back to your GetMyInvoices account after successful authentication.
Step 6. On the Add Sync Import Account page, enter the specific details of your sync import account. Options may vary depending on the sync account you are trying to add.
- Name (required): By default, this is the name of the sync account you are trying to link. You can change this to any account name you want.
- Enable TeamDrive: Tick this checkbox if you want to share access to this sync account with other GetMyInvoices users within your organization.
- Import Path: Specify the location (such as a folder or drive path) on the sync account where you want GetMyInvoices to fetch your external documents from.
- Standard Document Type: You can define the type of documents being imported from your sync account according to the available document types in GetMyInvoices. This helps you associate these imported documents with those documents you already have in GetMyInvoices.
- Standard Tags: You have the option to automatically tag imported documents from your sync account.
- Standard Company: This option allows you to associate all imported documents from your sync account with online portals or custom company profiles you already have in your GetMyInvoices account.
- Interval: Choose how often you would like GetMyInvoices to import your documents from the sync account. You can change this later after successfully adding your sync account.
- Include Sub-Folders: Tick this checkbox if you would like to import documents contained in subfolders from your sync account, in addition to the documents to be imported from the import path you have chosen.
- Move Document After Import: You can choose to move imported documents from your sync account to GetMyInvoices instead of simply copying them over.
Step 7. Click Save to finish adding your sync import account.
Add an export sync account
GetMyInvoices supports a growing list of sync export options, including third-party accounting software, ERP systems, and file hosting services, among many others. Start exporting processed documents from your GetMyInvoices account to these supported sync accounts by doing the steps as follows.
Step 1. From the GetMyInvoices dashboard, navigate to your account name on the top right corner then click Synchronization on the drop-down menu.
Step 2. Click Add Sync Account (plus icon) on the upper right portion of the Synchronization Accounts page to add a new sync export account.
Step 3. On the pop-up dialog window, click Export.
Step 4. A new window appears where you can search for or browse the sync account you want to add. Click the logo of your desired sync account, then click Continue.
Step 5. Under Add Sync Target, set the sync export interval you prefer. This sets the frequency of document exports to the sync account you are linking. You can change this later after successfully adding your sync account.
Step 6. You will be asked to enter your sync account login details on the next window. Follow the instructions that appear next, which may vary depending on the sync account. If your sync account uses multi-factor authentication, enter the required verification code or complete the security challenge. You will be taken back to your GetMyInvoices account after successful authentication.
Step 7. On the Add Sync Export Account page, enter the specific details of your sync export account. Options may vary depending on the sync account you are trying to add.
- Name (required): By default, this is the name of the sync account you are trying to link. You can change this to any account name you want.
- Enable TeamDrive: Tick this checkbox if you want to share access to this sync account with other GetMyInvoices users within your organization.
- Path: Specify the location (such as a folder or drive path) on the sync account where you want to store exported documents from your GetMyInvoices account.
- Date Range: Choose the documents you want to export according to their import date or invoice date.
- Sync All Invoices: You can either export all invoices from all sources, or choose to export invoices associated with certain online portals or custom companies.
Step 8. Click Save to finish adding your sync export account.
Can’t find your sync account?
If you can’t find your preferred sync account or if you want to suggest new ones, please reach out to us through our contact form.