How South African Non-profit & NGO 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 non-profits manage grant reporting, donor communication, programme delivery, and compliance reporting to the DSD simultaneously — often with a small team and limited systems budget. The average NPO spends 30% of admin time on manual grant reporting that could be automated.
Compliance note: NPOs must be registered with the Department of Social Development. PBO status for tax exemption requires SARS registration under Section 18A. Organisations receiving foreign funding must comply with the NPO Act and applicable SARB exchange control regulations.
South African NPOs often struggle to reconcile ZAR-denominated donations from Yoco with the rigorous reporting requirements mandated by the Department of Social Development and SARS. While no native API exists to bridge Yoco and Loom, you can create a manual, high-impact workflow to streamline donor transparency and grant accountability. By using Loom to record walkthroughs of your Yoco transaction summaries, you provide stakeholders with visual proof of funding without the need for complex, expensive accounting software. This manual process replaces lengthy, text-heavy email threads, allowing your team to explain programme delivery and financial inflows in a personal, async format. By carefully curating these video updates, you reduce the 30% of administrative time typically lost to manual reporting, ensuring your team stays compliant with NPO Act regulations while maintaining clear, audit-ready communication for your donors and board members.
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How to add Yoco to Loom
- 1
1. Log into your Yoco Business Portal and navigate to the 'Sales' or 'Transactions' tab to filter the specific date range required for your grant reporting period. Ensure you have your SARS Section 18A certificate details ready if you need to reference tax-deductible donation volumes during your walkthrough.
- 2
Before initiating any recording, use the Yoco 'Export' feature to download your transaction data into a CSV file, then open this file in a spreadsheet program. This allows you to hide columns containing sensitive donor PII—such as full names or contact details—to ensure full POPIA compliance before you start your screen recording.
- 3
Open the Loom desktop application and select the 'Screen + Camera' mode to provide a professional, human touch to your financial reporting. Position your webcam frame so it does not obscure the ZAR totals or the specific transaction categories displayed on your screen.
- 4
Begin your recording by providing a brief verbal summary of the project or programme the funds were raised for, linking the Yoco transaction totals directly to your NPO’s specific DSD-approved objectives. Clearly state the reporting period and the total ZAR value captured to provide immediate context for your donors or board.
- 5
Navigate through your filtered, anonymized spreadsheet or the Yoco dashboard view, highlighting key donation spikes or consistent monthly contributions. Explain how these specific funds are being allocated to programme delivery, ensuring the narrative matches the financial data shown on screen.
- 6
Conclude the recording by summarizing how these funds align with your Section 18A tax-exempt status and NPO Act compliance requirements. This provides a clear, visual audit trail that demonstrates responsible financial stewardship to your stakeholders without requiring them to parse raw data files.
- 7
Once the recording is complete, upload the video to your secure Loom workspace and set the privacy settings to 'Private' or 'Password Protected'. Share the link only with authorized board members, grant officers, or auditors to maintain strict control over your financial disclosures.
- 8
Store the Loom link alongside your official DSD and SARS documentation in your digital filing system to serve as a supplementary record of your reporting process. This manual workflow creates a permanent, searchable video library of your financial transparency efforts, significantly reducing the time spent on repetitive donor inquiries.
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 non-profit & ngo 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.