1. Introduction

Finstack supports Yuki as a data source. Sync transactions, account data, and other financial details directly from Yuki to streamline reporting and analysis.

2. Step-by-Step Guide

Follow the steps below to set up the connection with Finstack. You can choose to create a single API key for all your companies, or connect them individually per company.

Step 1: Preparation

Log into your Yuki account
1. Go to More (bottom-left) and select Settings
2. Select Web services (listed under Integrations)
Create the API key by clicking the "+"-icon top left
Configure the API key(s)
1. Type : Company
  1. Alternatively you can select Domain to connect all companies
2. Company: choose the company to connect.
3. Rights : All web services
Make sure to store the API safely and press Save

Step 2: Setting up the connection

In Finstack, go to Setup > Sources
Select Add source and select Yuki
Fill all the fields in the setup form
1. Choose a name for your connection.
2. Fill in the API key you fetched from Yuki.
3. Click "Connect" to finalise the connection.

That should be it! The data will now be synced to Finstack.