Start Synchronizations/Integrations Add synchronization account for export

Add synchronization account for export

GetMyInvoices supports a growing range of export synchronization options, including third-party accounting software, ERP systems and file hosting services.

Step 1. On your GetMyInvoices dashboard page, navigate to your account name in the top right corner and click Synchronization in the drop-down menu.

 

Step 2. After you have clicked on Synchronization, you are in the synchronization accounts area. Click on the “Plus” in the top right-hand corner

Step 3: A small window will then open, please click on“Export”.

Step 4. A new window will appear in which you can search for the synchronization account you want to add. Click on the logo of the desired synchronization account and then on Next.

Step 5. You can now specify the desired settings for exporting the documents. You can use “Advanced settings” to define additional criteria for the export. Then click on “Next.

Step 6. You will now be asked to enter the access data for your synchronization account in the next window. Follow the instructions displayed, which may vary depending on the synchronization account. If your synchronization account uses multi-factor authentication, please enter the required verification code or complete the security questions. After successful authentication, you will be redirected back to GetMyInvoices.

Step 7. In the final step, add the synchronization account. Then click on “Save” and the synchronization will start shortly.