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Syncing documents to Yuki

Maxime avatar
Written by Maxime
Updated over 4 weeks ago

Connect your Banqup space to Yuki to automatically sync your business documents. This integration ensures your documents flow seamlessly to Yuki.

Installing the extension

  1. Open the app launcher.

  2. Search for "Yuki".

  3. Click Install.

  4. Confirm access permissions.

Configuration

To complete the connection between Banqup and Yuki, you'll need to get an API key from your Yuki account:

  1. Click More on the left menu and select Settings.

  2. On the Settings page, in the Integrations card, click Web Services.

  3. The Web services page lists your API Keys and the Administration Name (listed under Company). Be sure that the API Key you use is a Domain type.

  4. Enter your API key in Banqup.

  5. Click on Save configurations.

Disconnecting

If you need to disconnect the Yuki integration:

  1. Go to the extension in Banqup.

  2. Click Manage.

  3. Toggle off the Active setting.

  4. Confirm your decision.

Notes

  • Document synchronization occurs automatically for approved or sent documents.

  • Original documents remain in Banqup even after syncing to Yuki.

FAQ

Can I sync historical documents?
No, only the documents approved or sent after activating the extension will be synced.

What file format are the documents synced in?

Documents are synced in e-fff format.

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