Connect your Banqup space to Octopus to automatically sync your business documents. 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:
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 synchronization occurs automatically for documents approved or sent after activating the extension.
Original documents remain in Banqup even after syncing to Octopus.
FAQ
Can I sync historical documents?
No, only the documents approved or sent after activating the extension will be synced.
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 synced in?
Documents are synced in e-fff format.