Connecting to the Yuki accounting package is an in-depth integration. As with Octopus, Exact Online and Twinfield, payment data, invoices and contacts are all synchronized between Teamleader and Yuki. This ensures that you are immediately aware of the latest financial activity. Here we explain how to connect a Yuki account and how the connection works.
The connection with Yuki exports invoices and credit notes from Teamleader to Yuki, so that the bookkeeping can be done there. With that purpose in mind, the customers linked to these invoices are first exported to Yuki. If an invoice is reconciled in Yuki, this is set as 'paid' in Teamleader. You manage ledger accounts in Yuki, and for each synchronization they are retrieved from there.
Don’t have a Yuki account yet? Purchase or try one out at www.yuki.nl.
Activating the Yuki connection
To activate the connection:
- Go to Integrations/Marketplace, in the menu above right
- Click on Explore and select ‘Bookkeeping’, and then ‘Yuki’.
Your account is probably not connected yet, so you can do that straightaway here. You will need some data from Yuki, like your account and access codes.
To find these codes, log in to Yuki and go to your profile settings, above right. There you select ‘Persoonlijke voorkeuren’ (Personal preferences). In the navigation bar that appears on the left, look for ‘Mijn domein’ (My domain).
Here you can see your different accounts (if you have several). Click on the name of the account that you want to connect to Teamleader (Webinar Test in this case). At the bottom of the menu on the left, you will see ‘Web services’. Here you can find an administration-ID and an API key. Enter the administration ID as 'Administration code' and the API key as 'Access code' in Teamleader on the Integrations in Teamleader (page only in Dutch).
Once you have entered these codes you will be asked to confirm the account name. Teamleader will also ask you to select a start date. As of this date all invoices will be synchronized with Yuki. This normally coincides with the start of the financial year.
Click on ‘Save’ and you will have completed your connection to Yuki! Yuki will now export the settings of your accounts and so on to Teamleader.
There are two other settings that you can configure: on the one hand, the standard settings of your account numbers and, on the other, the automatic synchronization of your invoices. You can set these to suit yourself.
Synchronize your invoices
To synchronize the invoices you have in Teamleader with Yuki, navigate to the ‘Invoices’ module. At the top you will see a synchronization symbol. Click on it and synchronization will start in the background. You will get a message once your invoices have been imported from Teamleader to Yuki.
In some cases you may get an error message. That is probably because there is an undefined account on one or more invoices. In that case Teamleader will indicate the invoices where this occurs. Also note that the module "Invoices" needs to be activated in Yuki, otherwise you will receive an error message in Teamleader.
If you have synchronized your invoices you will be able to find them in Yuki. To do this, go to ‘Sales' and select ‘Unpaid invoices', on the left. Here you will find all the invoices you have just synchronized.
Synchronize payment data
In Yuki you can connect your bank data so that you can reconcile your invoices and enter them as paid. Because you have established the connection to Teamleader, invoices that are paid in Yuki will automatically appear as paid in Teamleader. More work saved!
Note: when an invoice has received the status 'Paid' in Teamleader, it will also receive the status 'Paid' in Yuki. However, when you change the payment status in Yuki, the status in Teamleader will remain 'Paid' unless you change this manually.
Contact & company sync
Unfortunately, Yuki does not provide in a one or two-way contact sync between Teamleader. To avoid double entries it's easiest to export your contacts from Yuki and import them manually. If you need help, please contact our support.
- For companies: Teamleader ID (e.g. 13292623) + 5 (e.g. 132926235) is exported to Yuki in the 'Relatiecode' field.
- For contacts: Teamleader ID (e.g. 13292623) + 0 (e.g. 132926230) is exported to in the 'Relatiecode' field.
- If this code is not found in any 'Relatiecode' field, the contact or company will be added to Yuki (which could cause doubles).