Keep your client portfolio organized by adding each business to your Partner space. This guide walks you through the process of adding new clients and their essential information.
Adding a client manually
Go to Clients.
Click Add client.
Enter business details:
Company name
VAT number or company number
Business address
Contact information
Click Add to complete.
Note: After adding a client, you can invite them to Banqup. When they accept the invitation, their company will be linked to your accounting firm. Check the next steps section at the bottom of this guide to move forward with client management and learn how to invite them, get their documents, etc.
Adding clients in bulk
Step 1: Download the template file
Go to Clients.
Click Import clients.
Download the template and open it on your computer (it's an .xlsx file).
Step 2: Fill in the template file
Fill in your clients' details then save the file (Details marked with an asterisk (*) are mandatory):
Legal name *
Country (letter code) *
→ Must be the two-letter codes found in the ISO 3166-1 alpha-2 list.Contact email *
Contact first name *
Contact last name *
Contact language (locale) *
→ Must be specified using language code + country code.
For example: fr-BE, nl-BE, de-BECompany number
→ Must be 10 digit-long and start with 0, no dots or blank spaces.
For example: 0123456789VAT
→ Must start with 'BE' and be followed by 10 digits. No dots, no blank spaces.
For example: BE0123456789External reference
IBAN
Street
Number
P.O. Box
Postal code
Municipality/city
Save your file when you're done adding clients.
Step 3: Upload the file
Import your saved .xlsx file.
Click Import.
Note: After importing the file, your clients will be created. After that, you can invite them to Banqup. When they accept the invitation, their company will be linked to your accounting firm. Check the next steps section at the bottom of this guide to move forward with client management and learn how to invite them, get their documents, etc.
Editing a client
Go to Clients.
Select the Active, Inactive, or All clients tab.
Click on the three dots in the Actions column of a client.
Click View client details.
Click Edit details.
Update the information as needed, then save.
Deleting a client
Go to Clients.
Select the Active, Inactive, or All clients tab.
Click on the three dots in the Actions column of a client in Draft status.
Click Delete, then confirm.
Note: An active client must first be archived before it can be deleted. You can archive a client by clicking the three dots in the Actions column then Archive.
FAQ
Can I add multiple contacts for one client?
Yes, you can add as many contact persons as needed for each client.
What if I don't have all the information?
You can add basic information, any extra information added by your client will be synced and visible in their details.
Can I modify client information after adding them?
Yes, you can edit client information at any time.
Next steps