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Integration with Perk

Written by Maxime
Updated today

Connect your Banqup account with Perk to streamline your financial workflows and automate data transfer. This integration allows the sharing of invoice data, helping you maintain consistent records across systems.

Activating the integration in Banqup

  1. Go to the Apps menu in Banqup.

  2. Activate the Accounting App.

  3. Set Online connection to ON then click on Next.

  4. Depending on your needs, choose Invoice export for accounting or Bank statements export for accounting.

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Connecting to Perk

Select Perk from the list of applications then click on Next.

  1. Enter your Perk Client ID.

  2. Enter your Perk Client Secret.

  3. Enter your Perk Organization ID.

  4. Sign in with Perk.

  5. Read and agree to the terms of service.

  6. Click Connect to finalize the integration.

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Generating API credentials in Perk

To generate the necessary API credentials in Perk:

  1. You must have a developer user role in Perk. If you don't have this role, contact your Perk administrator to grant you access to the Developer section.

  2. Go to Admin > Developer (at the bottom of the Admin menu).

  3. Click Generate credentials.

  4. Choose OAuth Credentials and click Generate credentials.

  5. Enter a unique name to identify these credentials (e.g., "Banqup Integration").

  6. Click Next.

  7. Copy the Client ID and Client Secret and store them securely in a protected location.

    • Note: These credentials are non-recoverable, so ensure you save them safely.

  8. Acknowledge that you have copied the credentials to proceed.

Finding your Organisation ID

Your Perk Organisation ID can be found in the Developer section of Perk, in the top-right corner of the Developer page.
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Selecting a legal entity

Once your connection is created successfully, you must select the legal entity to which you would like to synchronize the invoices:

  1. The system will prompt you to select a legal entity from a dropdown menu.

  2. Choose the appropriate legal entity for invoice synchronization.

  3. If you're unsure which legal entity to select, you can check in your Perk platform:

    • Go to Invoice Processor > Invoices

    • Look at the select menu in the top right corner to see the names of available legal entities.

  4. After selecting the right legal entity, tick the confirm button.

  5. Click Activate to complete your integration setup.

You will then be returned to the dashboard of your Banqup account.

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