Connect the Banqup Business Space of your clients (from within your Partner Space) to Microsoft OneDrive to automatically export your clients’ documents and enriched movement reports. This integration ensures your documents flow seamlessly to Microsoft OneDrive.
Installing the extension
Open the app launcher.
Click Discover more.
Search for "OneDrive".
Click Install.
Confirm access permissions.
Connecting to Microsoft
Click on Sign in with OneDrive.
Allow Banqup to edit your Microsoft OneDrive.
Your Microsoft OneDrive account is now connected.
Activating the extension for a client
Now that you’ve set up the extension, you have to activate it for specific clients.
Go to Clients.
Double-click on a client.
Navigate to the Integrations tab.
Click Add integration.
Select Microsoft OneDrive.
Click Continue.
How documents are stored in OneDrive
Once activated, approved purchase invoices, sent sales invoices, enriched movement reports are exported automatically from Banqup to OneDrive.
You can use variables to customize the upload path.
For purchase and sales invoices:
[external_id]→ The client’s reference from the accounting package (like administration ID / client ID / company ID / etc.). This information must be added to the client's details. → Read here how to edit a client[uen_number]→ Company number[invoice_type]→ Purchases or sales
For Enriched Movement Reports:
Same as above ([external_id], [uen_number], [invoice_type])
[type]→ Type of EMR file ("cod" by default)[year]→ Current year
You can also simply use the default paths:
Disconnecting Microsoft OneDrive
If you need to disconnect your Microsoft OneDrive account:
Go to the Microsoft OneDrive extension in Banqup.
Click Manage.
Toggle off the Active setting.
Confirm your decision.
Notes
Document synchronization occurs automatically for approved or sent documents.
Original documents remain in Banqup even after syncing to Microsoft OneDrive.
FAQ
Can I sync historical documents from before I installed the extension?
No, only the documents arriving in your Banqup space after activating the extension will be synced.
Is the connection secure?
Yes, Banqup uses Microsoft’s secure authentication process. Banqup never stores your Microsoft password, and all data transfers are encrypted.
What file format are the documents synced in?
Documents are synced in Peppol BIS 3.0 UBL format.