Configure Yuki imports

Choose which relations OutSmart imports from Yuki and control the starting point of the sync.

Use the import settings to decide which data OutSmart pulls from Yuki.

Yuki currently imports relations into OutSmart.

Available import option

Relations

OutSmart imports Yuki relations as customers.

This includes both people and companies.

The import can include:

• name
• address
• city
• postal code
• country
• email address
• phone number

OutSmart only imports active relations.

Only relations created or updated on or after the sync date are included.

How matching works

If the Yuki relation already matches an existing customer in OutSmart, OutSmart updates that customer.

If no match is found, OutSmart creates a new customer.

Automatic and manual imports

The integration runs automatically in the background.

You can also trigger a manual import with the sync icon next to Relations.

1

Open the Yuki settings

Go to Settings → General → Software integrations.

Open Yuki.

2

Enable relation import

In Import settings, enable Relations.

3

Check the sync date

Make sure the Sync date is correct.

Only changed relations from that date onward are imported.

4

Save the settings

Click Save.

The automatic import is then active.

5

Run a manual import if needed

Click the sync icon next to Relations.

OutSmart starts the import immediately.

Important to know

• Only active relations are imported.
• Both companies and persons are supported.
• The sync date limits which changed records are included.
• You can run the import manually at any time.

Frequently asked questions

Are inactive relations imported?

No.

OutSmart only imports active Yuki relations.

Can I import only recent changes?

Yes.

Use the Sync date to define the starting point.

OutSmart only imports relations created or updated after that date.

What happens when a customer already exists in OutSmart?

OutSmart updates the existing customer when the Yuki relation matches it.

Otherwise OutSmart creates a new customer.

Related topics

• Yuki
• Set up Yuki
• Configure Yuki exports
• Troubleshoot Yuki