Keep your client portfolio organised by adding each business to your Partner space. This guide walks you through the process of adding new clients and their essential information.
Configuration templates
When adding a new client, you’ll first be asked to select a configuration template.
Configuration templates let you define in advance who will manage a client and which integrations will automatically apply to them, so every new client starts with the right setup from day one.
Using templates saves time and ensures every client space is created consistently without repetitive manual setup.
Creating configuration templates
Go to Clients in your Partner space.
Click the cogwheel icon at the top-left of the screen.
Under Configuration templates, click Create new.
Step 1: Name and description
Enter a name and (optional) description for your template, then click Continue.
Step 2: Assign users (optional)
If you want specific users to be automatically assigned to the clients with this configuration, select them then click Continue.
Step 3: Add integrations (optional)
Select the integrations that will be automatically linked to clients created with this template. Click Save template to finish.
After the client is created, you can still adjust or override any of the settings applied by the template.
Adding a client manually
Go to Clients.
Click Add client.
Select a configuration template. Then click Continue.
Search for the business, then click on the relevant result (alternatively, you can fill its details manually).
Make sure the required fields are all filled in, then click Continue.
If you have an e-invoicing mandate for that client, tick the box I confirm I have received a signed mandate from this client for their e-invoicing registration. (Optional)
Click Add client 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
→ The client’s reference (like administration ID / client ID / company ID / etc.) from the accounting package. This helps export the invoices from Banqup to the right client folder in your accounting package (if your accounting package uses such identifiers)IBAN
Street
Number
Postbox
Postal code
Town/City
Mandate
→ The value must be "Yes" or "No". It indicates if you have a signed mandate to register the client to Peppol.Template
→ The name of the configuration template to use for the client.
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.
Double-click on a client.
Click Edit details.
Update the information as needed, then save.
Deleting a client
Go to Clients.
Select the Inactive tab.
Click on the three dots in the Actions column of a client in Draft status.
Click Delete, then confirm.
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