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Connecting your account to Yao

Guide on connecting your Zylpha account to Yao

Updated this week

The Yao connector is available on SOLO and TEAM plans.

Connecting to Yao

To begin connecting your Zylpha account to Yao, first navigate to the "My account" page by clicking on the avatar in the top-right of the page.

From your account page, navigate to the "Connectors" tab and select "Yao". You'll then be able to input your Yao username, password and firm code.

Clicking "Connect" will connect your Zylpha account to Yao, allowing you to add documents stored in Yao directly into your bundles - guidance on this can be found here.

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