How to connect to customers who already have a Banqup account?

Go to the Clients menu

Import your customers

In the Actions column, click on the three dots then Send invitation email:
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Note:

it can happen that you get an "activation failed" message after clicking on Send invitation email. When that happens, click on the three dots again and click on Connect.
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A confirmation message informs you that the company exists on the platform. If the name of the company matches your customer's company, confirm by clicking Yes.
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Note:

the status updates to Connecting mean your customer has not yet accepted the connection. They can accept it as shown in step 5.
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Your customer(s) will receive a task in their own account, informing them that you're trying to connect with them. Your customer(s) must approve the connection with you.
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Once the connection is approved by your customer, the status will be updated to Activated.
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