Export data and documents from your domain in Yuki

Modified on Mon, 29 Jun at 11:55 AM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Although Yuki's service aims to securely store all documents and data online, exporting data can be useful for backups or external systems.

Within Yuki, there are two ways to extract data from your domain:

Export basic administration data

You can start the following major data exports from an administration:

Export contacts (Contacts / CRM)
Intended to import your contact data into external systems such as Microsoft Outlook, smartphones, or other Yuki domains.

ATTENTION!
Yuki does not support live synchronization with these external systems.
Export financial transactions (Financials)
This allows you to export financial transactions per general ledger card (often at the end of a financial year) for verification by an accountant. This is usually done in the form of an XAF file (Auditfile).
Export statements (Bank)
This allows you to export all transactions from your cash statements, bank statements, credit cards, and electronic statements in one go.
Export documents (Archive)
This allows you to download (part of) your archive to your hard drive as a backup or upon contract termination.

How does the Archive export work?
Yuki bundles the selected documents into a ZIP file. Due to the size, this happens in the background. Within 24 hours, you will receive an email with a download link. Please allow for a longer download time for large archives.

Export/download overviews by functionality

In almost every Yuki screen where you can download overviews, you will find one of the following buttons/icons in the top right::

	Icon with down arrow
	Cloud icon with down arrow
	Export button
	Export as... button (multiple options to export data)

Below you will find an overview of all downloadable overviews by functionality and the corresponding file type:

Functionality	Available overviews	File format
Financials	Revenue and Costs Assets and Liabilities Asset statement	PDF
	Trial balance	XLS
	Outstanding items (debtors, creditors or CA Employees) Aging analysis (debtors, creditors or CA Employees) Chart of accounts	CSV
Yuki Quotation	Draft quotations, Ready to send, Sent, Ready to invoice or All quotations Quotation history Activity log	CSV
Sales	Invoices: Draft, Ready to send, Outstanding, Overdue, Blocked, Invoice history, Activity log, Queued or Bulk activity Contracts: Drafts, All, Current, Ended or Future contracts Sales items: All sales items, Sales history or Total sales per item Price lists: All price lists Reports: Invoiced revenue per contact or per project	CSV
Yuki Direct debit	Invoices to be collected Payments in transit Reversed direct debits	CSV
Purchase	Purchase invoice Unpaid invoices Payments in transit Invoices in process	CSV
Yuki Projects	Projects Contribution margin Financial details	CSV
Calendar	Tasks Activities	CSV