This help article was translated using AI and may contain inaccuracies. If you are unsure about any information, please refer to the original version in French for accuracy.
To set up Yokitup with your accounting software, there are several options depending on your software:
Purchase Order Synchronization
Purchase order synchronization allows you to send purchase order information to your accounting software.
The purchase order will be sent right after the order is placed.
Delivery Note Synchronization
Delivery note synchronization allows you to send delivery note information to your accounting software.
The delivery note will be sent right after the order is received.
Purchase Invoice Synchronization
Purchase invoice synchronization allows you to send invoice information to your accounting software.
The invoice will be sent right after the invoice is marked as "Validated".
Supplier Synchronization
Supplier synchronization allows you to link suppliers on Yokitup with suppliers in your accounting software. This link is mandatory to upload purchase orders, delivery notes, or invoices.
There are 2 modes:
manual mode, you must manually associate Yokitup suppliers with those in your accounting software
automatic mode, suppliers are automatically created in your accounting software
⚠️ It is not recommended to activate automatic mode at the beginning if your suppliers already exist in your accounting software because this option will create duplicates.
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