Google Drive Add-on for Billomat - Connect Accounting to your Cloud

What is Google Drive?

With cloud-based storing services such as Google Drive, it is possible to save all the documents that you have created with your accounting software Billomat in a separate environment. Your invoices, reminders, etc. are hence not only saved in Billomat but in your Google Drive as well. Furthermore, our Google Drive add-on enables the automatic import of your purchase invoices from your cloud memory to Billomat.

For whom is the Google Drive add-on suited?

The Google Drive add-on for Billomat is suited for all our customers without any restrictions. From small entrepreneurs to small and medium-sized companies.

What does Google Drive cost?

Google Drive offers a free plan that includes storage of 15 GB as well as a chargeable plan for 1,99 €/month. With the latter, you can store files of up to 100 GB in the Cloud.

What advantages does the Google Drive add-on offer?

By extending Billomat with the Google Drive add-on, the following features become available to you on Billomat:

Save all the documents you have created with Billomat to your personal Cloud.
Import your purchase invoices automatically from your Cloud to Billomat.

What are the prerequisites to use the add-on?

For the use of the Google Drive add-on for Billomat you need:

a Google Drive account
an internet connection

How do I connect Billomat to Google Drive?

If you want to connect your Billomat account to your Google Drive, you can proceed as follows: navigate over the path Settings > Add-ons > Cloud memory to the overview of the offered Cloud add-ons. Under „Document types“ you can first configure which document types should be imported into your personal Cloud.
After this, you can select your Cloud service. In order to connect your Billomat account to your Google Drive, select „Connect to Google Drive“. By clicking on this button, Billomat redirects you directly to the Google Drive login area. Log in there as usual. Google Drive will then ask you, if you want to allow the connection between Billomat and Google Drive. Click on „Allow“ in order to complete the connection between Google Drive and Billomat.
Tip: In addition, you can configure to which of your Google Drive folders you want to import your documents. To do this, simply click on „Click here to assign a folder“ and then select the folder from the menu.

Step by step instructions:

① On Billomat, follow the path Settings > Add-ons > Cloud memory
② Determine under “Document types” which of your documents should be imported to your Cloud
③ Click on “Connect to Google Drive” further down
④ Log in as usual to Google Drive
⑤ Allow the connection between Billomat and Google Drive by clicking on “Allow”
⑥ Click on “Click here to assign a folder” in order to determine a new folder to which your documents should be imported
⑦ Get started!