Link Yuki with AdminPulse
- Navigate to General Settings : https://app.adminpulse.be/#/settings
- Change the Export method to Admin-Connect within the Invoicing settings
- Click on the link symbol next to Admin-Connect.
- A new page will open where the connection with Exact Online can be set.
- Within this environment, click Connect to configure the link.
- Enter the correct API ID and Administratie ID and click Create.
- After this you can close the tab where the connection was created.
Link relations
The link between a relation in AdminPulse and Yuki is made using the field Accounting no. in the relation file.
Requirements for a correct link
- The field Accounting no. is mandatory and must be filled in.
- The value in this field must match the relations code in Yuki.
Does that relation not exist in Yuki yet? Then you can choose any reference, for example the Customer code.
Remarks
- If the relation with the entered code does not yet exist in the Yuki environment, it will be automatically created.
- Changes made to the relation (for example, the address) will be included with the next invoice export for that relation.
Task template
- Once the Yuki connection has been set up, you can use the 'BTW-aangifte (Yuki)' task template in the attachment. This can be a good start to set up the right task structure.