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Exporting client documents to Onea

Maxime avatar
Written by Maxime
Updated yesterday

Connect the Banqup Business Space of your clients (from within your Partner Space) to Onea to automatically export your clients’ documents. This integration ensures documents flow seamlessly to Onea without manual effort.

Step 1: Installing the extension

  • Open the app launcher from your Partner Space.

  • Click Discover more.

  • Search for "Onea".

  • Click Install.

  • Confirm access permissions.

Step 2: Configuring the extension

To complete the connection between Banqup and Onea:

  • Get your API key from Onea:

    • In the upper-right corner, select the folder for which you want to obtain the API key.

    • Click the wrench icon → you’ll be redirected to the company settings.

    • Copy the API key displayed in the company fields.

  • Return to Banqup and enter the API key.

  • Click Save configurations.

Step 3: Activating the extension for a client

Now that the extension is configured, activate it for specific clients:

  • Go to Clients.

  • Double-click on a client.

  • Navigate to the Integrations tab.

  • Click Add integration.

  • Select Onea.

  • Confirm or adjust the configuration from Step 2.

  • Click Save configuration.

Disconnecting Onea

If you need to disconnect the Onea integration for all your clients:

  1. Go to the Onea extension in Banqup.

  2. Click Manage.

  3. Toggle off the Active setting.

  4. Confirm your decision.

Notes

  • Exporting documents occurs automatically for documents approved or sent after activating the extension.

  • Original documents remain in Banqup even after exporting to Onea.

FAQ

Can I export historical documents?

No, only the documents arriving in your Banqup space 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.

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