Connect SumUp with Yuki and automatically process POS transactions in your accounting. Save time on manual entry and keep your Yuki administration up to date.
Table of contents
1. Connect to SumUp
Enter your SumUp email address and password and click 'Next'.
Then click 'Allow' and your SumUp account will be connected to Combidesk.
2. Connect to Yuki
In Yuki, go to Settings > Integrations > Web Services. Click the black plus icon in the top left and create a new web service. Select the correct administration and grant all permissions. Copy the API key that appears. Finally, click Save. Then enter the API key for this Yuki web service in Combidesk.
I can't find the API key
If you don't see a "Web Services" option in Yuki, you most likely don't have sufficient permissions. To manage web services, you need at least the "Backoffice" or "Management" role.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these SumUp steps:
Export existing transactions
Do you want to export existing transactions from SumUp?
Configure these Yuki steps:
Select administration
Select the administration to connect toVAT ledger account mapping
Map the SumUp vat categories to the corresponding ledger accounts in YukiInvoice number prefix
If you want to use a prefix for your invoice numbers in Yuki, enter it hereRevenue group ledger mapping
Map the DISH revenue groups on the corresponding ledger accounts in YukiPayment method ledger mapping
Map the SumUp payment methods on the corresponding ledger accounts in YukiDefault ledger account
Select the default ledger account to book the revenue onVat type mapping
Map the DISH vat categories on the vat types of Yuki to create sales invoicesSelect default payment method ledger account
Select the default ledger account to be used for the payment methodRecycling deposit ledger account
Select the ledger account to book the recycling deposit onTip ledger account
Select the ledger account to book the tips on
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.