⚡️ How to integrate Yokoy with TravelPerk

Yokoy automates spend management through artificial intelligence and offers smart corporate cards, expense management, and invoice processing all in one platform.

Companies get a better overview of their spending and can build a bridge between data and decisions.


How the integration works

• Whenever you book a train or a flight or a hotel, Yokoy automatically creates an expense.
• The invoice generated for each TravelPerk booking will be automatically fetched to Yokoy and will be assigned to the employee or the travel manager.
• Users can assign TravelPerk expenses to a trip in Yokoy and submit an expense report with other expenses such as expense receipts, mileage expenses, and Per Diems.
• With this integration, the Finance department can gain a complete overview of expenses reported for a trip and it reduces time spent between tools, therefore, avoiding potential duplicates and human errors.

💡 Important note: Bookings and invoices are imported and assigned to the employee of the legal entity. Hence, please ensure the employee or the traveler uses the same email address in TravelPerk and Yokoy.

How to set up the integration between Yokoy and TravelPerk

💡 Users are required to have Admin access in both tools to enable the integration successfully. The integration should be enabled from both TravelPerk and Yokoy accounts.

1. If you haven't yet logged into your TravelPerk account, do it now, and click on Integrations under the Account settings in the upper menu or follow this link.

2. Find Yokoy in the list of integrations and click on Set up. On the next page you see, click on the Enable button.

3. Click on the Enable button.

4. You will be redirected to the login screen in Yokoy. Log into the Yokoy account that has Admin rights.

Continue setting the integration up.

• In TravelPerk, the Yokoy integration needs to be enabled only once.
• In Yokoy, Admins are required to enable the TravelPerk integration for each legal entity.
• Yokoy also allows customers to add additional fields custom fields to TravelPerk expenses.

Please note: it is highly recommended to contact the Yokoy team before activating the integration.

FAQ

How can I disable the integration?

After authorizing and setting things up, you will see Yokoy among your enabled integrations in TravelPerk. If you are an Admin, go to Account Settings> Integrations > Enabled Integrations, find Yokoy, and click on the Manage button on it. Here you can choose to disable the integration.

Can I book a trip for multiple employees in TravelPerk and import to Yokoy?

Yes, you can book a trip for multiple employees in TravelPerk and import to Yokoy. In such cases, the invoices are assigned to the user who booked the trip.

Can I import past TravelPerk invoices to Yokoy?

Yokoy can automatically import any new invoices after the integration. To import past invoices, please get in touch with the Yokoy team.

Can I match TravelPerk invoices paid with company cards?

Yes. invoices are automatically categorized in Yokoy, imported as single expenses, and matched with the corresponding transaction.

In Yokoy, two payment methods are supported:

• via Travel Provider: Invoices are paid in TravelPerk either by Direct Debit or Bank Transfer and are mapped and matched according to the setup.
• via Company cards: You can match TravelPerk invoices that are paid with company cards with corresponding card transactions in Yokoy.

To ensure successful import, it is currently required that all expenses within the same entity have the same payment method, either a company card or a travel provider.

Does the expense go to the traveler or the booker/travel manager in Yokoy?

Yokoy will automatically fetch the invoice from TravelPerk and import it as an expense. Once imported, the expense will be assigned to the booker in Yokoy. If the booker is not found in Yokoy, the expense will be assigned to the traveler found as an employee in Yokoy. In most cases, both the booker and traveler are the same person.

Alternatively, if the expenses are set to be “Paid by Travel Provider”, the expense will be assigned to the traveler; if the traveler is not found in Yokoy, then the expense will be assigned to the booker.

If neither the booker nor the traveler is found in Yokoy, the invoice will not be imported automatically.

What information is automatically synced from TravelPerk to Yokoy?

Invoices that are in the final status in TravelPerk are imported automatically to Yokoy. Any changes made to the booking such as cancellation or update will also be reflected in Yokoy.

To successfully import and assign invoices automatically to a specific employee, the employee must be present on both platforms. If not, either of the above-mentioned import strategies will occur.

Do I need to be a Yokoy customer to use the integration?

Yes, it’s necessary to be a customer of Yokoy. If you are not a customer but would like to give it a try, request a demo or share a link with a responsible person in your company. Alternatively, you can ask your TravelPerk Account Manager to set up an intro with Yokoy.

I still have questions about the integration setup. Whom can I contact to get help?

Please contact your Account Manager at TravelPerk.