Link Tayo
What this step does
Section titled “What this step does”If your property managers send you their jobs through Tayo, it links your Tayo account: your clients and your active projects arrive in TAYO.pro, and new jobs follow by themselves.
What you do
Section titled “What you do”Answer the question “Do your property managers use Tayo?”:
- Yes, my property managers use Tayo: click Yes, link Tayo, then choose Quick Connect or Custom Connect. The import continues in the background; its progress shows on the following steps, so you do not need to wait.
- No, not yet: click Continue without Tayo; the step is skipped.
This step is the same on Basic and on Plus.
Frequently asked questions
Section titled “Frequently asked questions”My property managers don’t use Tayo
Section titled “My property managers don’t use Tayo”Answer No, not yet and carry on. On the Basic plan, TAYO.pro handles the work from your Tayo property managers; to create your own clients and send them quotes and invoices outside Tayo, you need the Plus plan. See The Basic and Plus plans.
Which connection should I choose?
Section titled “Which connection should I choose?”Quick Connect if your property managers know you on Tayo by the same e-mail address as your TAYO.pro account: one click, no password. Custom Connect if a property manager signed you up with another address: you sign in to Tayo once. See Which e-mail should I sign up with?.
How long does the import take?
Section titled “How long does the import take?”A few minutes, depending on the number of projects. The number of clients and projects imported shows while you go on with the setup. Only active projects are imported, not the history.
The import or the connection failed
Section titled “The import or the connection failed”The wizard tells you on the step you are on, without blocking you. If the import failed, click Retry. If it was the connection, Retry reopens the connection choice, and Continue without Tayo skips the step; if Quick Connect fails, try Custom Connect with the address your property managers use.
Can I link Tayo later?
Section titled “Can I link Tayo later?”Yes, from Settings › Integrations, Tayo card, Connect button. The “Connect with TAYO” task stays in your next steps until then.