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Exporting documents to Microsoft OneDrive

Maxime avatar
Written by Maxime
Updated today

Connect your Banqup Business space to Microsoft OneDrive to automatically sync your business documents. This integration ensures your documents flow seamlessly to Microsoft OneDrive.

Installing the extension

  • Open the app launcher.

  • 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.

How documents are stored in OneDrive

Once activated, approved purchase invoices and sent sales invoices are exported automatically from Banqup to OneDrive.

Documents are stored in a structured folder system:

  • Invoice_import → Main folder containing all business documents

  • Business folders → Named with company name and VAT number (e.g. John Doe Group_BE0123456789)

  • AP folder → Contains purchase invoices

  • AR folder → Contains sales invoices

  • Individual files → Named with sync date, invoice number, and unique ID

Example structure:

Invoice_import/

├── John Doe Group_BE0123456789/

│ ├── AP/

│ │ ├── purchase_invoice_001.xml

│ │ ├── purchase_invoice_002.xml

│ │ └── purchase_invoice_003.xml

│ └── AR/

│ ├── sales_invoice_001.xml

│ ├── sales_invoice_002.xml

│ └── sales_invoice_003.xml

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Can I sync historical documents from before I installed the extension?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.

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