Connect the Banqup Business Space of your clients (from within your Partner Space) with SFTP to automatically export your clients’ documents. This integration ensures documents flow directly to their accounting system, saving time and reducing manual entry.
Important
To set up the SFTP connection, you need an SFTP server. If you don’t have one, contact your IT service provider.
Step 1: Installing the extension
Open the app launcher from your Partner Space.
Click Discover more.
Search for "SFTP".
Click Install.
Confirm access permissions.
Step 2: Configuring the extension
Enter the details of the receiving SFTP server:
Username: the username of the SSH account.
Password: the password of the SSH account.
Host: the hostname or IP address of the SFTP server.
Port: the port number the server listens to for SFTP connections.
Upload path: the folder path where invoices should be uploaded.
You can use variables in the upload path to customise how documents are organised:
[external_id]→ The client’s reference from the accounting package (this can be assigned to each client in Banqup to ensure invoices are mapped to the correct client in the accounting package) [LINK].[company_name]→ Company name[uen_number]→ Company number[invoice_type]→ Purchases or sales
Example path:
/invoice_import/[external_id]_[company_name]_[uen_number]/[invoice_type]
Click Save configurations. You’ll see a confirmation that the installation was successful.
Step 3: IP whitelisting
If you use IP whitelisting, our IP addresses must be added to the SFTP server’s firewall settings to establish a secure connection.
Whitelist the following IPs:
18.156.159.72
18.157.141.1
3.127.17.114
If these are not whitelisted, we will not be able to connect to the server.
Step 4: Activating the extension for a client
Go to Clients.
Double-click on a client.
Navigate to the Integrations tab.
Click Add integration.
Select SFTP.
Confirm or adjust the configuration from Step 2.
Click Continue.
Notes
The SFTP user must have write access.
Original documents remain in Banqup even after being exported to SFTP.
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 on the SFTP server. The original documents remain in Banqup.
Can I export historical documents?
No, only documents approved or sent after activating the extension will be exported.
What file format are the documents exported in?
Documents are exported in Peppol BIS 3.0 UBL format.