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 with Count-e to automatically export your business documents. This extension ensures your accounting package always has the latest document data.
Installing the extension
Open the app launcher.
Click Discover more.
Search for "Count-e".
Click Install and confirm the data from your Banqup space will be used.
Configuring the extension
To connect with Count-e, you'll need to enter:
Your Count-e username and password.
The API URL for your Count-e instance.
Your database name for your account.
Your Banqup client number.
After setup, the extension automatically exports new documents to Count-e.
Disconnecting Count-e
If you need to disconnect the Count-e integration:
Go to the extension in Banqup.
Click Manage.
Toggle of the Active setting.
Confirm your decision.
FAQ
How often do documents export?
Documents approved or sent after activating the extension will be exported.
What happens if my credentials change?
You'll need to update your credentials in the extension settings.