Integrate Yokoy with TravelPerk

The Yokoy integration

The Yokoy integration automatically gathers travel expense data and invoices from TravelPerk as soon as you book a trip. 

• Yokoy can only import new invoices. To import past invoices, contact the Yokoy team.
  
  
• All expenses for the same legal entity must have the same payment method on TravelPerk and Yokoy, either a company card or a travel provider (direct debit or bank transfer.)
  
  
• Yokoy also allows customers to add additional custom fields to expenses from TravelPerk.
  
  
• If you don't want a cost object displayed on TravelPerk, you need to select 'not visible for employees' on Yokoy.

The Integration flow

1. Whenever you make a booking on TravelPerk, Yokoy automatically creates an expense.
2. An invoice is generated for each booking and automatically sent to Yokoy.
3. The invoice is automatically categorized and matched with the corresponding transaction and assigned to the booker, travel manager, or traveler. 
4. Travelers 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.
5. Any changes made to bookings on TravelPerk will be reflected in Yokoy
6. Your data syncs automatically every 24 hours, but you can manually sync anytime. 

Note: Bookings and invoices are imported and assigned using email addresses. Make sure that all employees use the same email address in TravelPerk and Yokoy.

Enable the Yokoy integration

We recommend that you contact your Yokoy Admin before enabling the integration with TravelPerk to make sure you have the correct permissions. 

You need to be an Admin for TravelPerk and have Developer permissions on Yokoy. 

Note:  The Admin who enables the integration needs to remain an active Admin on both platforms for the integration to continue working.

To enable the Yokoy integration, follow these steps:

1. Go to Account Settings, select Integrations, find the Yokoy integration and click Set up
   
   
   
   
2. Click Enable
   
   
   
   
3. Log in to your Yokoy Developer account, go to Admin and select Developers
   
   
   
   
4. Copy your Yokoy organization ID and store it safely - you'll need this for the setup on TravelPerk
   
   
   
   
5. Click Generate credentials and on the pop-up select Generate OAuth credentials, then click Generate credentials
   
   
   
   
6. Enter a name for your API credentials and click Next
   
   
   
   
7. Copy your API credentials and store them with your Yokoy organization ID
   
   
   
   
8. Go to TravelPerk, paste your Yokoy credentials and click Submit
   
   
   
   
9. Go to Settings, select the cost objects you want to sync and click Sync cost objects. Any unselected cost objects will be archived and won't be visible to travelers. 
   
   

Note: On TravelPerk, the Yokoy integration only needs to be enabled once for all legal entities. On Yokoy, you'll need to enable the integration for each legal entity.

Cost Objects

We'll let you know when the new cost objects are available.

On the Integrations page, select the Yokoy integration and select which ones you want to sync with TravelPerk. 

Disable the Yokoy integration

Admins can disable the Yokoy integration by following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Yokoy integration and click Manage
4. Click Disable