How South African Agriculture & AgriTech Businesses Connect Yoco with Loom
South African Tool
Yoco
The leading card machine and point-of-sale solution for South African small businesses.
R500 for every business that transacts over R1,000
Global Tool
Loom
Async video messaging tool for recording and sharing screen recordings, walkthroughs, and team updates.
Why this matters in South Africa
South African commercial farms manage seasonal labour, commodity price volatility, logistics coordination, and food safety compliance across systems that were never designed to talk to each other. The average commercial farmer loses 3 weeks per year to admin that integrated software could handle in hours.
Compliance note: Agricultural employers must comply with the Basic Conditions of Employment Act and the Sectoral Determination for farm workers. Export agriculture must comply with DALRRD phytosanitary requirements. Organic certification requires compliance with international standards (Ecocert, SABS).
Commercial farming operations in South Africa often struggle to reconcile daily cash-flow data from Yoco card machines with complex inventory and phytosanitary management systems. Because these platforms lack native API connectivity, farm managers frequently lose hours manually cross-referencing ZAR transaction logs against stock levels to satisfy DALRRD reporting or organic certification requirements. By using Loom to record structured walkthroughs of your Yoco CSV exports alongside your inventory software, you create a verifiable audit trail that explains discrepancies in real-time. This workflow does not replace your accounting software, but it bridges the communication gap between field operations and the back office. By narrating the reconciliation of seasonal labour payments or commodity sales, you provide your finance team with the context required for SARS compliance and POPIA-compliant data handling, effectively turning manual data entry into a transparent, auditable briefing process.
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How to add Yoco to Loom
- 1
1. Log into your Yoco Business Portal and navigate to the 'Sales' tab to generate a CSV export of your transactions for the specific shift or harvest period. Ensure you filter by the correct store location to isolate agricultural commodity sales from other farm-gate revenue streams.
- 2
Open your primary inventory or farm management software on your desktop, ensuring the screen is clear of any sensitive personal information that would violate POPIA regulations. Prepare the specific ledger or stock-count page that corresponds to the sales period you just exported from Yoco.
- 3
Launch the Loom desktop application and select the 'Screen + Camera' recording mode to capture both your browser window and your professional commentary. This visual context is essential for explaining why certain sales might not align perfectly with stock depletion, such as spoilage or local market wastage.
- 4
Begin the recording by stating the date, the specific farm site, and the purpose of the reconciliation, such as verifying daily produce sales against current stock levels. Open the Yoco CSV file in a spreadsheet viewer and highlight the total ZAR figures that require manual entry into your inventory system.
- 5
Walk through the reconciliation process by pointing out specific transaction batches in the CSV and showing where these figures are being manually keyed into your inventory software. If there is a discrepancy due to a bulk sale or a returned item, use the video to explain the operational cause clearly for the finance team.
- 6
Once the data entry is complete, conclude the recording by summarizing the total reconciled amount and confirming that the inventory levels now reflect the actual sales. This provides a clear, time-stamped explanation of the financial data that your accountant can reference during tax season.
- 7
Upload the finished Loom video to a secure, private folder within your company’s cloud storage, ensuring access is restricted to authorized personnel only. Rename the file using a consistent naming convention, such as "YYYY-MM-DD_FarmName_SalesReconciliation," to ensure it remains searchable for future audits.
- 8
Copy the Loom share link and paste it into the 'Notes' or 'Attachments' field of your accounting software or internal project management tool. This creates a permanent, visual reference point that connects your raw Yoco financial data to your inventory records, providing a clear audit trail for SABS or organic certification reviews.
Free calculator
Are you still doing admin manually?
Calculate what it's costing your business in rands
Frequently asked questions
Is Yoco compatible with Loom?
Yes. Yoco and Loom can be connected via their APIs or through automation tools like Zapier. This guide covers the exact process for South African agriculture & agritech businesses.
How long does the setup take?
Most businesses complete the initial setup in 1–3 hours. If you already have active accounts on both platforms, you can have a basic automation running in under an hour.
Do I need a developer?
Not for basic Zapier-based integrations. Custom API integrations will need development support. Melamu Tech Ventures builds these — get in touch if you need a tailored solution.