Connect the Banqup Business Space of your clients (from within your Partner Space) with SFTP to automatically export your clients’ documents and Enriched Movement Reports. 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.
Select the document types to export.
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:
For purchase and sales invoices:
[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).[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
Example path:
/invoice_import/[external_id]_[uen_number]/[invoice_type]
Click Save configurations. You’ll see a confirmation that the installation was successful.
Step 3: Server configuration
In order to work properly, your server needs some configuration for user rights and IP whitelisting (if you use it).
User rights
For the SFTP export to work, the SFTP user needs the right permissions on the folder where files will be sent.
On Linux servers: The user must own the folder, and its permissions must be set to 755 (read, write, and execute for the owner; read and execute for others).
On Windows servers: The user must have Modify or Full control permissions on the target folder.
Files uploaded through SFTP are created with 664 permissions (read and write for the owner and group; read-only for others).
IP whitelisting
(Only applicable 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.
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.
Note
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.