Why connect Yuki with Data Merge Finance?
Prepare the configuration of Yuki with Data Merge Finance in Belgium, France or Europe: prerequisites, accounting framework and Shift documentation.
This connection is for SMEs, trustees and growing structures that use Yuki as software and want to transmit reliable data to their accounting environment in Belgium, France or in a cross-border context.
The most frequent searches around this page focus on specific needs such as Zoho Books + Yuki, Odoo + Yuki or Teamleader + Yuki. Behind these requests, the objective remains the same: to connect invoicing, VAT, third parties and entries without manual retrieving.
- Synchronised data: sales invoices, purchases, credit notes, third parties, VAT, newspapers and useful items according to the selected framing.
- Expected benefits: less double encoding, fewer closing corrections and better continuity between management and accounting.
- Setting up: a few days of framing and validation on your priority cases, then a gradual and controlled production.
The technical documentation below then details the prerequisites, configuration steps and control points to integrate Yuki properly into your Data Merge Finance feed.
Complete Yuki Configuration
PREPARATION
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Log in to your Yuki account.
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In the bottom left corner (button "More"), click "Settings".
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Then click "Webservices" in the "Integrations" section.
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Then click the "+" button in the top left corner.
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Make sure you select:
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Type: Company
⚠ Here you create a key per client folder (company); If you want to create a global key for Shift and all client folders, you can use "Domain" in "Type"
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Company: choose the company to import into Shift
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Rights: All web services
⚠ Remember to save via the "Save" button in the top left corner.
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You can copy this key and use it directly in Shift.
CONNECTION
Step 1: Choose a login name
Step 2: Enter the recovered API key on Yuki.
Step 3: Click "Connect" to complete the connection.
Do you have any doubts about the configuration of this software?
Contact us to validate the prerequisites, the accounting framing and the points of attention before placing in production in Belgium or France.
