Connect your Partner Space to Pivot and Banqup sends your clients' purchase invoices there automatically, so they can be coded, routed and approved in Pivot's purchase and procurement workflows. You install the extension once and switch it on per client.
Note: This article is for Partner Space users. If you manage your own company's invoices, see Exporting purchase invoices to Pivot instead.
Before you start
You need an API key and a tenant ID from the Pivot account the invoices go to.
For each client, you need the ID of the Pivot subsidiary their invoices belong to.
Set up the integration from your Partner Space, not from inside a client's Business Space.
Installing the extension
In your Partner Space, click your space name at the top right, then Settings.
Under Administration, click Extensions.
Click Discover more to open the Banqup Store.
Search for "Pivot" and open the Pivot app.
Click Install.
Enter the Pivot API key and the Tenant ID, then save.
Activating the extension for a client
Go to Clients.
Open the client.
Open the Integrations tab.
Click Add integration.
Select Pivot, enter the client's Subsidiary ID and save.
From that moment, the client's approved purchase invoices are sent to Pivot as PDF files. Repeat for every client.
Note: To apply the integration to every new client automatically, add it to a configuration template instead. See Using configuration templates for adding new clients in the Partner Space.
How invoices are exported
When an invoice mentions a purchase order reference, Banqup links it to the matching purchase order in Pivot.
Only invoices approved after you activate the integration for a client are sent. Older invoices are not sent retroactively.
The original invoices stay in Banqup and in the client's space. Pivot receives a copy.
Changing the connection or switching it off
To use another API key for all clients: Settings > Extensions > Pivot > Configuration tab, then Change API key.
To change one client's subsidiary: Clients > the client > Integrations tab > the three dots next to Pivot > Edit.
To pause the export for every client, open the extension in Settings > Extensions and turn off the Active switch. To remove it, click Uninstall.
FAQ
Can each client send to a different Pivot subsidiary?
Yes. The subsidiary is set per client, while the API key and tenant ID are shared by all your clients.
Can I send sales invoices to Pivot?
No. The Pivot app only sends purchase invoices.