Set up web services in domain and/or administration

Disclaimer

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

A web service contains one or more methods for the exchange of information with applications/services of external parties. Just think of financial data, submitting data of sales invoices and access and/or upload to the Yuki archive. 

If the software you want to link with already has a link, some settings need to be defined in that software or with the third-party provider of the link. 

To give external software access to information in Yuki, you have to generate a web service API key and Administration ID (or have it generated) in Yuki with which the external software can access a Yuki domain without logging in.

ATTENTION!

To use the Purchase web service, a formal request must be sent by email to support@yuki.nl

You will then receive a Client ID/Secret by e-mail from Yuki. You will need this in addition to the API key for authentication in order to access the Purchase web service.

The (access) rights to webservices in a domain or administration are leading and 'overrule' the (access) rights to web services as they are set on portal level.

Only a user with a 'Back office' role in the domain or the role 'Management' can set (access) rights to web services in the domain and/or administration(s) by means of the web service API key and Administration ID. 

TIP!

By default, each domain has 1000 calls per day available for the web services. If the number of calls per day exceeds this number, the accountant must activate the Yuki Web Service feature (from 1000 to 5000 calls per day) or Yuki Web Service Plus feature (from 5000 to 10.000 calls per day maximum) via the Yuki Store in the domain.

In a bundle pricing domain, one of the two features must be added to the domain's contract as an accountant feature.

All configured settings such as the settings of the web services, among others, are grouped and categorised in one place in your domain.

Generate web service API key (WebserviceAccessKey) and Administration ID

The web service API key and Administration ID can be generated from different places in Yuki:

• Click on the Switch domain icon above the navigation bar and then click on My domain. Click on the administration name and then, in the now-opened screen, click on Web services.
• Hover your mouse over the Home icon in the navigation bar, click on the My domain tile and then on click the administration name.
  In the now-opened screen click on Web services.
• Click on the Settings icon in the navigation bar and then, in the now-opened screen, click on Web services.

The following screen is opened:

In this screen click on the + button in order to activate the web services in the domain or the administration and generate a web service API key. 

The following screen is opened:

Specify here whether you want to generate a web service API key for a 'Domain' or an 'Administration' (select the correct administration), select the web services (all web services or a selection thereof) for which you to grant (access) rights and then click on the Save button.

TIP!

Only select specific web services to which you want to grant access when building your own link. If you want to link to existing software then select 'All web services'.

Copy the API key and/or administration ID in order to use it in your application. In many software applications, the 'Access code' field is present.

ATTENTION!

• If you want to link multiple administrations, you need to create multiple web service API keys.
• Do not swap API keys, or the link will not work.

If you no longer trust the security of the API key, generate a new one!

You can grant access rights to the following web services:

• Financial:
  • Accounting web service:
    • Retrieve financial reports
    • Create general journal entries
  • AccountingInfo web service:
    •  Retrieve information about GL accounts and transactions
• Archive (Archive web service):
  • Retrieve and submit documents
  • Insight (via app) in the archive
• Sales (Sales web service):
  • Create sales invoices (UBL)
• Workflow (Upload webservice)
  • Submit documents
• Petty cash (PettyCash web service):
  • Import cash transactions
• UBL:
  • Export UBL invoices
• Contacts (read-only) (Contact web service):
  • Retrieve contact details
• Contacts (Contact web service):
  • Create or update contact
• Domains (Domains web service):
  • Create active and trail domains by accountants
  • Retrieve and create users in a domain

• Projects (Projects web service):
  • Create projects (dossiers)
  • Update existing projects (dossiers).
• Back office (Back office web service)
  • Check outstanding questions for back office in administration
  • Retrieve back office workflow of administration
  • Check specific back office roles of portal users in domain
  • Update specific back office roles of portal users in domain.
  • 
    
•  VAT (VAT web service)
  • Automatic retrieval of statuses of submitted VAT returns in Yuki (from AdminPulse).
    For a detailed description of the link between Yuki and AdminPulse, see article Status ingediende btw-aangifte doorsturen vanuit Yuki.

ATTENTION!

• When submitting sales invoices from, for example, a Webshop, the Invoicing (old Sales) or Small, Medium, Large or Unlimited bundle must have been selected by a user with the 'Management' role via the Yuki Store in the domain because based on the data from the link, sales invoices are generated and processed in Yuki. 
• In a Minimal version of Yuki, the accountant can add the Sales web service feature to your domain via your contract..