As an accountant, you can manage all your clients’ integrations directly from your Partner Space. This saves time, avoids logging in to each client’s Business Space, and ensures all configurations are managed consistently.
How integrations work
When you install an extension in your Partner Space, you configure the secure connection between Banqup and the external application (e.g. Exact Online, Dropbox, SFTP…). This configuration will be used as a template that can be reused for each client.
Once installed, you can activate the extension for each client in your Partner Space. This way, their documents will flow automatically to the right application without manual exports and imports.
Note: You should not activate integrations from within the client’s Business Space. It all happens in your Partner Space.
Step 1: Installing an extension in your Partner Space
From your Partner Space, open the app launcher.
Click Discover more to browse available extensions.
Search for and select the extension you need (e.g. Exact Online, Dropbox, Pingwin…).
Click Install and complete the required configuration (API key, login, URL, etc., depending on the application).
Each extension has its own setup process. Detailed guides are available here:
Count-e
Dropbox
Email
Exact Online
Google Drive
HTTP Service
Lyanthe
Microsoft OneDrive
Octopus
Onea
Pingwin
SFTP
Wings Online
Yuki
Zenvoices
Step 2: Activating the extension for a client
Once an extension is installed in your Partner Space, you can activate it for specific clients:
Go to Clients in your Partner Space.
Double-click on a client.
Open the Integrations tab.
Click Add integration.
Select the extension you previously installed (e.g. Exact Online, Dropbox, Email…).
Depending on the extension:
Cloud services (Dropbox, Google Drive, OneDrive) → No additional client-specific details are needed. Simply confirm the activation. Please read the dedicated articles to see how folders are organized.
Email → Enter the email address(es) where the client’s documents should be sent.
SFTP / HTTP → Confirm the server and path details. Please read the dedicated manuals to see which variables to use to set up the paths dynamically.
Accounting software integrations (Exact Online, Octopus, Pingwin, Onea, etc.) → Provide the client’s specific identifiers (e.g. Administration ID, Client ID, Company Code, etc.), which you’ll find in your accounting package.
Click Save configuration to finalize the setup.
Export options for applications without direct integrations
If your accounting software doesn’t have a direct integration, you can still export documents via:
Cloud folders → Connect to Dropbox, Google Drive, or OneDrive. Banqup will export documents into structured folders, and the accounting software can pick them up automatically.
Email → Export invoices to a predefined email address (common for applications that accepts imports by email).
SFTP or HTTP service → Export documents securely to a server or web service endpoint.
Custom API integrations → For advanced needs, you can use Banqup’s API documentation.
Important notes for accountants
Always manage integrations from your Partner Space, not from individual Business Spaces.
Ensure you have the correct access rights in both Banqup and the external application.
Gather any required connection details in advance (API keys, company codes, administration IDs, etc.).
Each client can have their own integration settings, even if you use the same extension.
Original documents always remain in Banqup, even after being exported.
FAQ
Can I connect multiple external solutions?
Yes, you can install and use multiple extensions simultaneously from your Partner Space.
Do integrations apply to historical documents?
No, only new documents approved or sent after activating the integration will be exported.
How do I check if the integration is working?
Go to the Integrations tab for a client and check the status.
Verify that documents are arriving in the external application.