Custom Yoobi integration development
Appfront builds integrations with Yoobi, the online software for project management, time tracking, planning, CRM and invoicing that many service providers and agencies use. Where Yoobi's standard integrations stop, we connect Yoobi with your own systems: projects and clients from your CRM or ERP, hours from another system, invoices to your accounting package, and project figures to your own dashboard. Through Yoobi's API, so data no longer has to be retyped and every system shows the same numbers.
What is a Yoobi integration?
Yoobi is online business management software, including project management, time tracking, leave, expense claims, CRM, planning and invoicing. It has standard integrations with accounting packages, among others, and an API. For many businesses the standard integrations are enough. If you use your own CRM, an ERP, a custom dashboard or an industry-specific package, you need an integration that fits exactly those systems.
Without an integration, data is retyped by hand. A new client is in the CRM and must also be entered in Yoobi. A project is created in two systems. Hours from another system are entered manually. And the board wants a dashboard of revenue and margin per project, which someone builds every month from an export into a spreadsheet.
We build a custom integration because it has to fit how you work: which system is the source for clients, projects and hours, which data has to flow in which direction, how often, and what should happen when something doesn't add up. The Yoobi API determines what is possible; your processes determine what is needed. We look at which parts of Yoobi you use and what the API offers for them in the first step.
One source per piece of data
Clients from the CRM, projects from the ERP, hours from Yoobi: one source per piece of data, and the integration keeps everything else in sync.
Invoices and payments
Invoices from Yoobi to your accounting software, and payments back, so the status of an invoice is correct everywhere.
Figures in your dashboard
Budgets, hours and revenue per project sent to your own dashboard or data warehouse, without a monthly export.
How we build your Yoobi integration
We start with your systems: which ones you use alongside Yoobi, which data is currently retyped, and where the figures don't match.
Your systems alongside Yoobi, which system is the source for each piece of data, and which data needs to flow in which direction.
Synchronisation via the Yoobi API and the interfaces of your other systems, with rules for conflicts.
Testing with real data, error monitoring, and a log of every synchronisation.
Phased go-live per data flow, and maintenance when Yoobi or your systems change.
What a Yoobi integration actually does
The components below come up in almost every Yoobi integration. Which ones you need depends on your systems.
Clients and contacts
Clients and contact persons kept in line between Yoobi and your CRM, with a single source.
Projects
Projects, phases and budgets created from your ERP or CRM, or the other way round.
Hours and costs
Hours and costs from Yoobi to other systems, or from other systems to Yoobi.
Invoices
Invoices to your accounting software and payments back, so the status is correct everywhere.
Dashboard
Budget, actuals, revenue and margin per project sent to your own dashboard or data warehouse.
Monitoring
Alerts for synchronisation errors and a log of every exchange.
Who we build Yoobi integrations for
The integration is intended for organisations that use Yoobi alongside other systems.
Consultancies
Projects and hours in Yoobi, clients in a separate CRM. Synchronising clients and projects is at the heart of it.
Marketing agencies
Many projects with budgets. Project figures in a dashboard matter most.
Engineering firms
Projects with phases and a separate ERP. The project structure is what's needed.
IT service providers
Hours from ticketing systems and development tools. Getting hours into Yoobi is the core of it.
Technology and integrations
This page is about integrations with Yoobi. For comparable packages, see our pages on a Gripp integration and a Simplicate integration, and for custom time tracking our page on time tracking software. You can read about our approach at building software.
Why choose Appfront for your Yoobi integration?
Two systems showing different figures cost more time than one system without an integration. That is what we build for: one source per piece of data, invoices that add up, and figures without an export.
No duplicate entry
Clients and projects are created once. The integration takes care of the rest.
Figures that match
Hours, invoices and budgets are identical in every system. No debate over which one is right.
Errors spotted straight away
If a synchronisation fails, you get an alert. Nobody discovers it only at month-end close.
Security and privacy for a Yoobi integration
The integration processes data about clients, employees, hours and invoices. API keys are stored encrypted and used only by the integration, with only the permissions it needs.
The integration runs in a European data centre, with encrypted storage, daily backups and a log of every synchronisation.
Frequently asked questions about a Yoobi integration
Questions Yoobi users ask before getting started.
Yoobi is online business management software, including project management, time tracking, leave, expense claims, CRM, planning and invoicing. It is widely used by service providers and agencies.
Yes, including with accounting packages. Those are often sufficient. A custom integration is needed if you use your own CRM, ERP, industry-specific package or dashboard that is not on the standard list, or if the standard integration doesn't do what you need.
Through the Yoobi API and the interfaces of your other systems. We look at which data the API offers and which permissions are required in the first step.
We determine that per piece of data. Clients come from the CRM, for example, and hours from Yoobi. The integration keeps the other systems in sync and prevents two sources from overwriting each other.
Yes. Budgets, hours, revenue and margin per project go to your dashboard or data warehouse, with no monthly export.
The integration reports it and records what went wrong. The message is retried or set aside for manual review.
They are different packages for the same kind of business. The approach is similar, but the APIs and data differ. We have separate pages on this site for those packages.
Yoobi and your other systems with the same figures?
Tell us which systems you use alongside Yoobi, which data is currently being retyped and which figures you want to see. We will show you what the integration would look like.