Connect to SumUp automated feed
The ExpensePlus integration with Sumup provides an automated transaction feed into ExpensePlus.
As well as saving time, simplifying the accounts creation process, and avoiding errors, it provides a real-time view of your SumUp income from within ExpensePlus. The connection process is really quick and straightforward.
This article provides a step-by-step guide on what you need to do to connect to SumUp automated feed.
In this article:
How to connect to SumUp
- Within the 'Payment Processor Accounts' section of the Bank & Cash Account Settings screen, click the 'connect' button to the right of your SumUp account.
- In the pop-up that appears, select 'Connect Your SumUp Account'
Typically, you won't need to specify the 'Import Transactions From date' (and this field will be hidden).
- Enter your SumUp email address and password, then click 'Next'.
What happens once you are connected
Once you have completed step 3, a pop-up will appear in ExpensePlus letting you know that the connection has been successful.
When you click 'close' to this pop-up, you will see a yellow bar confirming that the initial import of transactions is complete
You can click the link to be taken through to the bank reconciliation screen to view the transactions and reconcile them.
Once connected, SumUp transactions will automatically appear within your SumUp account in ExpensePlus.
How to disconnect from SumUp?
Within the 'Payment Processor Accounts' section of the Bank & Cash Account Settings screen, click the 'disconnect' button to the right of your SumUp account.
To better understand the Bank Reconciliation module, please view the module overview video here.