By extending Billomat with the OneDrive add-on, the following features become available to you on Billomat:
For the use of the OneDrive add-on for Billomat you need:
If you want to connect your Billomat account to your OneDrive Cloud, 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 OneDrive, select „Connect Billomat to OneDrive“. By clicking on this button, Billomat redirects you directly to the OneDrive login area. Log in there as usual. OneDrive will then ask you, if you want to allow the connection between Billomat and OneDrive. Click on „Allow“ in order to complete the connection between OneDrive and Billomat.
Tip: In addition, you can configure to which of your OneDrive 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.
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 “Establish connection to OneDrive” further down
④ Log in as usual to OneDrive
⑤ Allow the connection between Billomat and OneDrive 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!