Connect the Banqup Business Space of your clients (from within your Partner Space) to Count-e to automatically export your clients’ documents. This integration ensures their accounting package always has the latest document data.
Step 1: Installing the extension
Open the app launcher from your Partner Space.
Click Discover more.
Search for "Count-e".
Click Install
Confirm access permissions.
Step 2: Configuring the extension
To complete the connection with Count-e, enter the following details:
Username: your Count-e username.
Password: your Count-e password.
API URL: the API endpoint of your Count-e instance.
Database: the database name for your Count-e account.
Click Save configurations to finalise the setup.
Step 3: Activating the extension for a client
Once 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 Count-e.
Confirm or adjust the configuration from Step 2.
Enter your Client’s number (found in Count-e).
Click Save configuration.
Disconnecting Count-e
If you need to disconnect the Count-e integration for all your clients:
Go to the Count-e extension in Banqup.
Click Manage.
Toggle off the Active setting.
Confirm your decision.
FAQ
How often do documents sync?
Documents approved or sent after activating the extension will be exported automatically.
What happens if my credentials change?
You’ll need to update your credentials in the extension settings to maintain synchronisation.