How to Connect Yoco with Typeform for South African Non-profit & NGO Businesses
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
Typeform
Conversational form and survey builder for collecting leads, feedback, and data.
Commission on paid plan conversions
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 bridge the gap between physical ZAR donations and the digital record-keeping required for Section 18A tax certificates and DSD compliance. While Yoco simplifies the collection of card-based funds, it does not inherently capture the donor contact details necessary for long-term relationship management or POPIA-compliant communication. By strategically pairing Yoco with Typeform, your organisation can create a structured "Donation-to-Data" bridge. Instead of relying on manual spreadsheet entry, you use a physical QR code at your point-of-sale or event desk that directs donors to a Typeform. This allows you to capture the donor’s name, email, and consent for marketing while they are physically present, ensuring you have the PII required for SARS-compliant receipting. This workflow reduces the 30% of administrative time typically lost to manual data reconciliation, allowing your team to focus on programme delivery rather than chasing donor contact information.
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How to add Yoco to Typeform
- 1
1. Create a dedicated Typeform landing page designed to capture donor details, including full name, email address, and consent for POPIA-compliant communication. Include a specific field for the donor to request a Section 18A tax certificate, which requires their ID or registration number for SARS reporting.
- 2
Generate a high-resolution QR code that links directly to this Typeform URL and print it on a display stand placed next to your Yoco card machine. This creates a visual prompt for donors to register their details while the payment is being processed on the terminal.
- 3
Instruct your field staff to ask donors to scan the QR code and complete the form while the Yoco transaction is pending or finalizing. This ensures that the digital record of the donor’s identity is created in real-time, effectively linking the physical ZAR payment to a specific individual.
- 4
Connect your Typeform account to a CRM or Google Sheets via Zapier or Make to act as your central database for donor information. This ensures that every submission is automatically logged with a timestamp, providing a clear audit trail for your organisation’s financial reporting.
- 5
Export your Yoco transaction history as a CSV file at the end of each week to reconcile the total ZAR amounts received against the donor entries in your Typeform database. Use the transaction timestamp and the donation amount as the primary keys to match the anonymous Yoco payments to the identified donors.
- 6
Use the reconciled data to automate the generation of Section 18A tax certificates for donors who requested them. By having the donor’s contact details and donation amount already verified in your database, you eliminate the manual data entry that typically consumes hours of administrative time.
- 7
Maintain a secure, encrypted folder for all donor PII collected through Typeform to ensure ongoing compliance with the Protection of Personal Information Act (POPIA). Regularly review your data retention policies to ensure that donor information is only kept for as long as is necessary for tax and reporting purposes.
- 8
Review your monthly donation reports to identify trends in donor engagement and programme funding. This data-driven approach allows you to provide accurate, automated reporting to the Department of Social Development, proving your organisation’s impact and financial transparency to stakeholders.
Free calculator
Are you still doing admin manually?
Calculate what it's costing your business in rands
Frequently asked questions
Is Yoco compatible with Typeform?
Yes. Yoco and Typeform 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.