Yokoy Integration with VAT4U
VAT4U provides a direct connection to Yokoy, allowing you to extract expenses and invoices for automated VAT recovery via the Yokoy API.
The connector can be run on demand or on a schedule, depending on your needs.
Prerequisites
To set up the integration, you will need the following Yokoy API credentials:
Client ID
Client Secret
Organisation ID
You can generate these credentials directly in Yokoy.
How to obtain Yokoy API credentials
In Yokoy:
Go to Settings
Navigate to Integrations / API access
Create a new API client
Copy the Client ID and Client Secret
Locate your Organisation ID
For detailed, step-by-step instructions, refer to:
https://help.yokoy.ai/en/articles/110470-get-access-credentials-for-yokoy-api
Activating the Yokoy Connector in VAT4U
Once you have the required credentials:
Go to VAT4U → Companies
Select the company where you want to activate the connector
If working with a group of companies, it is recommended to activate the connector on the main group entity
Open the Connectors tab
Locate Yokoy and click the Yokoy icon
Click Activate
Enter:
Client ID
Client Secret
Organisation ID
Click Save and Test connection
Once the connection is successful, the integration is ready to use.
Data Extraction from Yokoy
How extraction works
The extraction process retrieves data from Yokoy into the VAT4U buffer zone.
This means:
Data is not immediately imported into VAT4U
You can review and filter expenses and invoices before import
Extraction is based on:
The last modified date of expenses and invoices
The status of those records in Yokoy
You can configure these parameters before running the extraction.
Note: If you choose to extract invoices, the Legal Entity field is required. For expenses only, it is not required.
Running an Extraction
You have two options:
On-demand extraction – run manually when needed
Scheduled extraction – run automatically at defined intervals
Importing Data into VAT4U
After an extraction is completed:
Go to the extraction list
Click More next to the relevant extraction
Start the Import process
This will move the selected data from the buffer into VAT4U for processing.
Summary
VAT4U connects directly to Yokoy via API
You control when and how data is extracted
Data is staged before import, allowing review and filtering