The YKK Integration imports order acknowledgements and quotes from YKK AP America directly into TRUE purchase orders. This integration automatically populates PO line items with product details, quantities, and pricing from YKK documents - reducing manual data entry and ensuring accuracy when ordering aluminum window and door systems.
Order Acknowledgement Import
Import YKK order confirmations to populate PO line items automatically
Quote Import
Populate PO line items from YKK quotes before placing orders
Vendor Order ID
Automatically capture YKK order numbers for tracking and reconciliation
AI AutoFill Compatible
Use AI AutoFill or Partner App integration for flexibility
Cost Code Retention
Preserve cost codes on the Details tab during import
Split Order Support
Handle multiple order acknowledgements for split YKK orders
Requirements: YKK AP America order acknowledgement or quote documents. Access to the Purchasing module in TRUE.
How to Import YKK Documents
Import YKK order acknowledgements and quotes into purchase orders
There are two methods to import YKK documents into TRUE purchase orders: the Partner App integration and AI AutoFill. Both methods populate PO line items from your YKK documents.
Import YKK documents using the dedicated Partner App integration.
Navigate to Purchasing module and select or create a PO
Switch to the Items tab
Click the Gear icon
Select Integrations
Click YKK
Upload or drag your YKK order acknowledgement or quote
Click Submit to import line items
Import YKK documents using the AI AutoFill feature for intelligent document parsing.
Navigate to Purchasing module and select or create a PO
Upload the YKK document to the PO's Files
Switch to the Items tab
Click Options
Select AI AutoFill
Choose the uploaded YKK document
Review and confirm the populated line items
Note: AI AutoFill uses intelligent document parsing to identify line items. It works well with various YKK document formats.
Frequently Asked Questions
Common questions about the YKK integration
Import Basics
The YKK integration supports the following document types:
Order Acknowledgements - Confirmation documents from YKK after placing an order
Quotes - YKK pricing quotes before placing orders
Both document types can be used to populate PO line items with product details, quantities, and pricing information.
Yes. You can import YKK quotes to populate PO line items before placing your order with YKK.
This is useful when you want to create the PO in TRUE based on a quote, then submit the order to YKK. Once you receive the order acknowledgement, you can verify the line items match.
Both methods work with YKK documents. Choose based on your preference:
Partner App (Gear > Integrations > YKK): Purpose-built for YKK documents with specific field mapping
AI AutoFill (Options > AI AutoFill): Uses AI to parse documents, may handle format variations better
If one method doesn't work with a particular document, try the other.
Cost Codes & Job Assignment
When importing YKK documents, cost codes are retained on the PO's Details tab, not on individual line items.
This is the expected behavior - the cost code you set on the PO before import will remain on the Details tab. Line items do not receive individual cost codes from the YKK import.
The YKK integration may clear the Cost Center field and mark line items as stock items during import.
Workaround:
Note your Cost Center before importing
Import the YKK document
Return to the Details tab
Re-select the appropriate Cost Center
Update line items from Stock to Job assignment as needed
Tip: If you frequently need job-assigned items, review your PO after import and update the assignments before sending to the vendor.
Split Orders & Multiple Documents
YKK sometimes splits large orders into multiple shipments, each with its own order acknowledgement. The integration handles these as follows:
Options for Split Orders:
Single PO: Import the first acknowledgement, then manually add items from subsequent acknowledgements
Multiple POs: Create separate POs in TRUE for each YKK order acknowledgement
Master PO: Use the original quote to create the PO, then track shipments against it
Note: The integration does not currently support importing multiple order acknowledgements into the same PO sequentially. Each import replaces existing line items.
If the import doesn't populate line items, try these troubleshooting steps:
Verify you're on the Items tab when using the integration
Try the alternate import method (Partner App vs AI AutoFill)
Check that the document is a valid YKK order acknowledgement or quote
Ensure the file isn't corrupted - try opening it in a PDF viewer first
Contact TRUE Support with the document attached if issues persist
