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Syncing documents to Onea

Maxime avatar
Written by Maxime
Updated over a month ago

Connect your Banqup space to Onea to automatically sync your business documents. This integration ensures your documents flow seamlessly to Onea.

Installing the extension

  1. Open the app launcher.

  2. Search for "Onea".

  3. Click Install.

  4. Confirm access permissions.

Configuring the extension

To complete the connection between Banqup and Onea:

  1. Connect to the Onea platform corresponding to your accounting software:

  2. In the upper right corner, select the folder for which you want to get the API key.

  3. Click on the wrench icon, you will be redirected to the company settings.

  4. The API key will be displayed as one of the company fields and it can be copied.

  5. Return to Banqup and enter the API key in the configuration field.

  6. Click Save configurations.

Disconnecting Onea

If you need to disconnect the Onea integration:

  1. Go to the extension in Banqup.

  2. Click Manage.

  3. Toggle off the Active setting.

  4. Confirm your decision.

Notes

  • Document synchronization occurs automatically for documents approved or sent after activating the extension.

  • Original documents remain in Banqup even after syncing to Onea.

FAQ

Can I sync historical documents?

No, only the documents arriving in your Banqup space after activating the extension will be synced.

What file format are the documents synced in?

Documents are synced in e-fff format.

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