Adding your business partners (customers and suppliers) to your Banqup space is one of the first steps to take when you're new to Banqup. It will make it quick and easy to create invoices on the platform, and documents uploaded to or received on the platform will be linked to the business partners you've added.
Business partners can be:
Importing business partners in bulk
If you need to add multiple business partners at once, you can import them in bulk using a CSV file.
Go to Business Partners.
Click the Import button at the top of the screen.
In the import modal, click Download template to get the ready-to-use CSV template.
Fill in your business partner details in the template, then save the file.
Drag and drop the file into the upload zone, or click to browse and select it from your device.
Click Continue. The system validates your file automatically.
Review the results and, if any records failed to import, click Download to get the error log, correct the issues, and re-upload.
What to know before importing:
Only one CSV file can be uploaded at a time.
The import supports a maximum of 500 rows per file.
The system automatically checks for common issues such as incorrect file formats, corrupted data, missing required fields, and invalid formats (e.g. IBAN or email errors).
To speed up the process, currency defaults to EUR and the beneficiary name is set based on the partner's legal name or person's name.
If some records fail, you will receive a detailed error log. Correct the errors and re-upload. Successfully imported records are not affected.
Note: The import feature is available in the Business Partners app. It does not replace the manual add flow, both can be used depending on your needs.
Adding a customer/supplier individually
Go to the top-right of your screen and open the app launcher.
Open Business Partners.
Click on Add, then select customer or supplier.
Choose the type of partner: company, person, government, then click Continue.
Adding partner information
To add a business partner, you can:
Search for your partner by name or number (VAT/CBE/GLN). Select an entry among the results, then click Continue. This will pre-fill their known details automatically.
Fill in your partner's details manually.
On the next screen, you can add/edit the following information:
Legal name of the business partner.
Their trade name. This is the name the business partner uses publicly that might differ from the actual legal name.
Their country.
Their language (this determines the language of your sales invoices and emails sent to them from Banqup).
Your relation with this company (customer and/or supplier).
Their email address. This is important if you want to send them invoices via email.
Their phone number.
Company identifiers: CBE number, VAT number, IBAN(s), GLN (Global Location Number), DUNS (Data Universal Numbering System), GS1 Identification Keys, LEI (Legal Entity Identifier), external reference, Tax number (including EU VAT and EU IOSS number), Directorates of the European Commission NAL, UBL.BE Party Identifier.
Their main address.
You can choose to use the main address as the billing address or you can add a billing address.
You can choose to use the main address as the delivery address or you can add a delivery address.
Finalise the creation of the partner's profile by clicking the Save button.
Adding delivery channels
When you add a customer to Banqup, the last step is to review their delivery channels.
Banqup automatically activates the right channel based on how the partner is reachable:
If the business partner is detected on the Peppol network, the Peppol delivery channel is activated automatically. When the customer has several participant IDs available you can select which to use by clicking on it.
If the partner is not on Peppol, the Email delivery channel is enabled by default (provided the Email connector is active in your Network Connectors).
For business partners categorised as Persons, email is the only available channel and is activated by default.
Don't forget to click Save.
Note: To use email as a delivery channel, you must first add the customer's email address to their profile, and activate the email connector.
To add a delivery channel later, please read this article.
Setting default due dates for a supplier
You can configure a default payment term for each supplier. When you upload a purchase invoice and the OCR does not detect a due date, Banqup will automatically apply the default due date configured for that supplier.
Go to Business Partners.
Double-click on the supplier.
Click the Settings tab.
Under Default due dates, select the default number of days before a purchase invoice becomes due (e.g. 30 days after document date).
Setting a default payment method for a supplier
You can also set a default payment method for each supplier. If the OCR does not detect a payment method on an uploaded invoice, the system uses this default.
In the Settings tab, click Default payment method.
Select the payment method (e.g. Bank transfer).
This default can be overridden for each purchase invoice separately.
Marking a supplier as trusted
If you regularly work with reliable suppliers and want to speed up your invoice processing, you can mark them as trusted. When a supplier is marked as trusted, their invoices are automatically approved and bypass the normal approval workflow.
This is useful for:
Long-term suppliers you work with regularly
Suppliers with consistent, predictable invoicing
Reducing manual approval steps for trusted business relationships
To mark a supplier as trusted:
Go to Business Partners.
Double-click on the supplier you want to mark as trusted.
Click the Settings tab.
Tick the box Mark [Supplier Name] as trusted supplier.
The supplier is now marked as trusted.
Searching business partners
You can search for a business partner's name or use filters to narrow down the partners displayed. For example, you can filter on relationship type (customer or supplier), partner type (person, company, government), or country.
Updating customers and suppliers
To edit the details of a customer or supplier:
Go to Business Partners.
Double click on a business partner then click on Edit details.
Edit the details as necessary then click on Save.
Deleting a customer or supplier
You can delete a business partner only if no documents are linked to them.
To delete a customer or supplier:
Go to Business Partners.
Hover over a business partner, then click on the trash icon.
Note
You can only delete partners to which no documents are linked. You cannot delete a partner if you have documents with them as the supplier/customer.
FAQ
Can I add multiple contacts for a single business partner?
Currently, you can add one set of contact details per business partner.
How do I recover a deleted business partner?
Once deleted, a business partner cannot be recovered.
What happens if some rows fail during a bulk import?
Successfully imported rows are saved. For rows that failed, download the error log from the import results screen, correct the issues in your CSV file, and re-upload.
Is there a limit to how many partners I can import at once?
Yes, each CSV file can contain a maximum of 500 rows. For larger lists, split them across multiple files.
Why can't I delete some business partners?
It's not possible not delete a business partner to which documents are linked.
What does a green checkmark next to a business partner mean?
This checkmark indicates that the business partner also uses Banqup. If you send each other invoices, they'll appear in Banqup right away. When an invoice is paid in Banqup, the payment status will automatically update as well.
