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Syncing documents to Yuki

Maxime avatar
Written by Maxime
Updated over 2 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.

Configuration

To complete the connection between Banqup and Yuki, you'll need to get an API key and Administration name from your Yuki account (see below where to find them).

  1. Enter your Yuki API key in Banqup.

  2. Enter your Administration Name in Banqup.

  3. Click on Save configurations.

Where to find your Yuki API key and Administration name

Yuki API key

  1. Go to yukiworks.be and log in.

  2. Click the Settings icon in the left menu.

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

  4. You'll find your API Key(s) in the table, under API KEY. Make sure that the API Key is a Domain type. You can check and change that by double clicking on it and checking the Type field is set to Domain.

Note: If you don't have an API key yet, you can create one by clicking on the plus sign.

Yuki Administration Name

  1. Go to yukiworks.be and log in.

  2. Click the Settings icon in the left menu.

  3. On the Settings page, in the Domain card, click My domain.

  4. You'll find your Administration Name in the Company table, under NAME.

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Can I sync historical documents?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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