Banqup makes it easy to connect with your favorite business tools through extensions from the Banqup Store. Whether you need to sync with accounting software or other business applications, you can manage these connections directly from the Banqup Store.
How integrations work
When you activate an integration, Banqup creates a secure connection with your external software. This allows for automatic data exchange - for example, sending invoices directly to your accounting package without manual exports and imports.
Finding and activating extensions
Open the app launcher.
Click on Discover more to browse available extensions.
You can also access the Banqup Store via Extensions in Settings.
Select and install your desired extension.
Each extension will have its own setup process to ensure a secure connection with your external software. Detailed guides are available for specific solutions:
For software without direct integration
If your software doesn't have a direct extension in the Banqup Store, you can still sync your documents using flexible export options:
Syncing documents to the cloud
If your software can watch cloud folders for new files, you can connect Banqup to services like Dropbox or Google Drive, and your invoices will automatically save to folders in the cloud.Here's how it works: Banqup puts your documents in a cloud folder, and your other business software can check that folder and grab any new documents. It's like having a shared filing cabinet that both programs can use.
Available cloud solutions:Syncing documents to email
Automatically send invoices and documents to specific email addresses, making them available for manual import into your software.Syncing documents via SFTP
Transfer documents to a secure file server where your software can pick them up.
These export methods help bridge the gap between Banqup and virtually any business software, ensuring you can maintain your existing workflows while benefiting from Banqup's features.
Custom integrations with APIs
For businesses with specific integration needs or technical capabilities, Banqup offers comprehensive APIs that allow you to build custom connections with your software. Our API documentation provides detailed guides for developers who want to create tailored solutions.
API documentation is available at https://docs.btx.banqup.com
Important notes
Before setting up an integration:
Ensure you have the necessary access rights in both Banqup and your external software
Check that your subscription includes the extensions you want to use
Gather any required connection details (like API keys or company codes)
FAQ
Can I connect to multiple external solutions?
Yes, you can activate and use multiple integrations simultaneously.
What happens to existing documents?
Typically, only new documents are synchronized after activating an extension.
How do I know if the sync is working?
You can monitor the connection status in your Extensions settings, and verify that documents are appearing in your external software.