Link your Banqup space with Pingwin to automatically sync your business documents. This guide explains how to set up and configure the connection using your Pingwin credentials.
Installing the extension
Open the app launcher.
Click Discover more.
Search for "Pingwin".
Click Install and confirm the data from your Banqup space will be used.
Configuration details
You'll need three key pieces of information from your Pingwin account:
API Key
Access this through your Pingwin desktop client:
Log in to Pingwin desktop.
Go to file settings.
Find API key in File parameters.
CLID (Client ID)
This identifier must be requested directly from Pingwin:
Email [email protected].
Request your CLID.
Save it for configuration.
File ID
Find this in your Pingwin desktop client:
Go to File Parameters.
Select File Information.
Locate File ID in the upper right corner.
Once you have all required information, click Save configuration.
Disconnecting your connection
If you need to disconnect the Pingwin integration:
Go to the extension in Banqup.
Click Manage.
Toggle off the Active setting.
Confirm your decision.
FAQ
How do I get my CLID?
Email [email protected] to request your unique CLID.
Can I sync historical documents?
No, only the documents approved or sent after activating the extension will be synced.
What file format are the documents synced in?
Documents are synced in e-fff format.