Connect TAYO.pro to Tayo

By the end, your Tayo property managers and their active projects arrive in TAYO.pro, and new work follows on its own. You start from Settings → Integrations.

Note

You need an administrator role. Know which e-mail address your property managers registered you with on Tayo. For Custom Connect, also keep that Tayo account’s password at hand.

Steps

1. Open Settings, then Integrations.
2. On the Tayo card, click Connect, bottom right. The Connect with Tayo window opens.
3. Choose how to connect:
   • Quick Connect, marked Recommended: your TAYO.pro account’s e-mail is shown under the title. Pick it if your property managers know you on Tayo by that same address. One click, no password.
   • Custom Connect: pick it if a property manager registered you on Tayo with a different e-mail.
4. Custom Connect only: the Tayo sign-in page opens. Sign in with your Tayo account’s e-mail and password. You are then brought back to TAYO.pro.
5. Wait. The card shows a loading indicator, then two progress bars, Clients and Projects.
6. You are done when the card shows a green tick, Connected as followed by your Tayo e-mail, and Import successful with the date.

What happens next

Your property managers appear under Clients, with the TAYO logo, and their active projects under Projects. New work your property managers send on Tayo now arrives here automatically.

The card’s button becomes Re-Sync Data.

Re-sync, reset or disconnect

Re-Sync Data sits bottom right on the card. The other two actions are in the ⋮ menu, top right of the card. Each asks for confirmation: click Confirm.

• Re-Sync Data runs the import from Tayo again. Your clients and active projects are updated, and statuses you changed by hand are overwritten — except on closed projects, which stay as they are.
• Reset All Data runs the same import but spares nothing: even closed projects take Tayo’s data again, and all your manual changes, statuses included, are replaced.
• Disconnect cuts the link with Tayo. New work no longer arrives, and you can no longer exchange with your Tayo clients from TAYO.pro. Clients and projects already imported stay. To resume, click Connect again.

Caution

Reset All Data cannot be undone. Only run it to fix a specific problem, and try Re-Sync Data first.

Good to know

• Syncing can take a few minutes depending on how many projects there are. Meanwhile the ⋮ menu and the card’s buttons are hidden.
• Only active projects are imported, not archived ones.
• TAYO.pro links only one Tayo e-mail at a time.
• If your TAYO.pro account has no e-mail address, only Custom Connect is offered.
• If Quick Connect shows an error, try Custom Connect with the e-mail your property managers use.
• The Connect with Tayo window links to what to do when your property managers use different e-mails.
• The same Tayo card appears in the first-launch welcome screens, as long as your account is not linked.

Further reading: How the Tayo connection works.