Note: This article is intended for Business Space users. If you’re an accountant, please refer instead to the article in the Integrations for Accountants section.
Connect your Banqup space to Octopus to automatically export your business documents and Enriched Movement Reports. This integration ensures your documents flow seamlessly to Octopus.
Installing the extension
Open the app launcher.
Click Discover more.
Search for "Octopus".
Click Install.
Confirm access permissions.
Configuring the extension
To complete the connection between Banqup and Octopus:
Click Sign in with Octopus.
Log in to Octopus.
In Octopus accounting, go to Manage > Folders.
Select the folder in which to save the documents.
In the selected folder, look for the Mail Box field and copy the email address in it.
Return to Banqup and enter the Octopus mailbox address in the configuration field.
Click Save configurations.
Disconnecting Octopus
If you need to disconnect the Octopus integration:
Go to the extension in Banqup.
Click Manage.
Toggle off the Active setting.
Confirm your decision.
Notes
Document export occurs automatically for documents approved or sent after activating the extension.
Original documents remain in Banqup even after exporting to Octopus.
FAQ
Can I export historical documents?
No, only the documents approved or sent after activating the extension will be exported.
What happens if I change my Octopus folder structure?
If you change your folder structure in Octopus, you'll need to update the mailbox address in the Banqup integration settings.
What file format are the documents exported in?
Documents are exported in Peppol BIS 3.0 UBL format.