Connect your Banqup space with SFTP to automatically sync your business documents. This integration ensures your documents flow automatically to your accounting system, saving time and reducing manual entry.
Installing the extension
Open the app launcher.
Click Discover more.
Search for "SFTP".
Click Install.
Confirm access permissions.
Configuration details
To connect with SFTP, you'll need to provide the details of your receiving SFTP server:
Username: the username of your SSH account.
Password: the password of your SSH account.
Host: the hostname or IP address of the SFTP server.
Port: the port to which the server listens for SFTP connections. The default value is 22 but another port can be used if your SFTP server has a custom setup.
Upload path: specify your own path where to upload the invoices. The path Invoice_import/ will be used by default.
Tip: You can use variables to customize the upload path. The following variables are available:
[company_name] → For the name of the company
[uen_number] → For the company number
[invoice_type] → For the invoice type: purchases or sales
Example of a path with variables: /Invoice_import/[company_name]_[uen_number]/[invoice_type]
Save your configurations. From now on, the documents you approve will sync automatically.
Note: (Only if you use IP Whitelisting) Before we can send data to your SFTP server, it's essential to whitelist our IP addresses in your network or firewall settings. This step is necessary to ensure that our system can establish a secure connection to your SFTP server.
Please add the following IP addresses, from which we will be sending the data, to your SFTP server’s whitelist:
18.156.159.72
18.157.141.1
3.127.17.114
If these addresses are not whitelisted, we will be unable to connect to your server and send the data. Once these IP addresses are whitelisted, we can proceed with establishing the connection in this guide.
FAQ
What happens if my SFTP server is temporarily unavailable?
Banqup will automatically retry syncing at regular intervals.
Does syncing with SFTP remove documents from Banqup?
No, syncing creates copies of your documents on the SFTP server. The original documents remain in your Banqup space.
Can I sync historical documents?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.