Question: How do I integrate my Shoeboxed and Salesforce accounts?
Answer:
Step 1. Log into your account and click on Receipts.
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Step 2. To create a report containing all receipts, click on the first tick-box next to the Vendor column.
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Step 3. Click on the link Select all X number of documents that match this filter.
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Step 4. To create a report containing only select receipts, use the filters as usual or simply select the checkboxes next to the receipts you want to export, then select export selected.
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Step 5. Choose export selected then CSV.
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Import as Leads
To import as Leads, go to the Leads tab in Salesforce and select Import to import your contacts.
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Import as Companies & Contacts:
To import as Companies & Contacts, go to the Contacts tab in Salesforce and use the Import Wizard to import your contacts.
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👉 Visit Shoeboxed's Knowledge Base for more information on how to use Shoeboxed like a pro!
About Shoeboxed!
Shoeboxed is a receipt scanning service with receipt management software that supports multiple methods for receipt capture: send, scan, upload, forward, and more!
You can stuff your receipts into one of our Magic Envelopes (prepaid postage within the US). Use our receipt tracker + receipt scanner app (iPhone, iPad and Android) to snap a picture while on the go. Auto-import receipts from Gmail. Or forward a receipt to your designated Shoeboxed email address.
Turn your receipts into data and deductibles with our expense reports that include IRS-accepted receipt images.
Join over 1 million businesses scanning & organizing receipts, creating expense reports and more—with Shoeboxed.
Try Shoeboxed today!