Merit Aktiva / 360 Księgowość integration
This article helps you connect Merit Aktiva (360 Księgowość in Poland) with Uku — import clients, automate monthly summaries, configure products for invoicing, and send invoices directly to Merit.
Who can do this
Users with admin or manager permissions in Uku
An active Merit Aktiva / 360 Księgowość account with valid credentials
Merit Aktiva Pro or Premium plan (required for API access)
What the integration does
Import clients and client info from Merit Aktiva into Uku
Set up automatic monthly summaries (purchase and sales invoices, entries, documents)
Send invoices created in Uku directly to Merit
Automatically check invoice payment status from Merit
The integration cannot send invoices to Merit that were created before the integration was activated.
How to set up the integration
Log in to Uku.
Open App Store from the main menu.
Locate the Merit Aktiva integration.
Click Activate.
How to import customers from Merit Aktiva
Customer import to Uku is quick and convenient. You can also automatically update your data later with API keys.
Start the import
You have two options:
Open the Customer list, select Import Customers from the three-dot menu, and choose Merit Aktiva.
Open the Merit Aktiva app and navigate to the Import tab.
Give Uku access to Merit Aktiva
Enter your Merit Aktiva email and password.
Click Start importing.
Choose how to set up API keys
The Merit API is only available on Pro and Premium plans.
You have two options:
Continue (recommended) — Uku automatically creates API keys for every client.
Custom import — Uku connects only with existing API keys. To use this option, create API keys manually in Merit Aktiva before importing.
Wait for the import to complete
You can close the import window and continue with other work — the import will not be interrupted. You will be notified when the import is complete. For larger customer bases, the import may take up to 10 minutes.
To cancel the import, click Cancel.
Confirm the import
When the import is ready, click Let's go to see the list of customers transferred from Merit Aktiva.
In the confirmation view, uncheck any client in the Import column that you do not want to import into Uku.
Click Confirm to finalize the import.
Clients whose register code in Uku and Merit Aktiva do not match will be marked with a red cross. These clients are still imported to Uku.
After import
To work effectively with your client base, complete the following steps:
After import, the Last import filter is applied to the client list. To see all clients, remove this filter.
How to set up automatic monthly summaries
You no longer need to manually compile data for monthly summaries. Once a month, a summary of the customer's purchase and sales invoices, documents, and other entries for the previous month is sent to Uku, from which an overview report is prepared.
Open App Store from the main menu and select the Tasks app.
Create a new topic titled MERIT, then close the app.
Select the Merit Aktiva app.
Click Settings.
Set up the monthly summary:
Add a task title.
Set the topic to the MERIT topic you created.
Specify the recurrence and the date the data will be imported.
Configure the data fields by selecting the corresponding Uku fields from the additional fields.
If you don't already have the additional fields you need in your Uku company account, you can create them under Settings and link them with the import. Learn more about how to create additional fields.
How to set up Merit for billing
To send invoices created in Uku directly to Merit, you need to configure the billing integration.
Open the Billing app.
Go to the Settings tab.
Fill in the required fields.
Click Test connection to verify the setup.
After testing, Uku will confirm whether the connection was successful. You can also enable automatic invoice payment status updates here.
Import classifiers
For smooth invoice transfer to Merit, import classifiers (articles, tax rates, units, resource codes) from Merit.
Go to the Products tab.
Click Import classifiers.
Products and VAT rates
In Merit, each article (product) is tied to a single VAT rate — you cannot assign multiple tax rates to one article. This is a Merit limitation, not an Uku one.
If you offer the same service at different VAT rates (e.g. 24% for domestic clients and 0% for EU reverse charge), you need to create a separate product in both Merit and Uku for each rate.
A practical naming convention:
AUDIT-24 — audit service, 24% VAT
AUDIT-0 — audit service, 0% VAT (reverse charge)
CONSULT-24 — consulting, 24% VAT
CONSULT-0 — consulting, 0% VAT
The invoice description (what your client sees) can be identical across all variants — only the article code needs to differ.
Resource, cost center, and project export to Merit
You can optionally map Uku fields to Merit Aktiva fields that are exported with each invoice:
Uku field | Merit Aktiva field |
Resource | Department |
Cost Center | Cost Location |
Project | Project |
These fields are entirely optional. If your Merit Aktiva account does not have departments, cost locations, or projects configured, you can leave these fields empty — invoices will be sent to Merit successfully without them.
If you want to use them (e.g. to track revenue by accountant or department):
Open the client profile and go to Billing.
Open the Settings tab.
Set the Default resource, Cost center, or Project.
These values are automatically sent to Merit when an invoice is exported.
For a more detailed guide on billing setup (in Estonian), see Kuidas töötab Merit Aktiva integratsioon?
How to deactivate the integration
Open Settings.
Open the Merit Aktiva integration app.
Click Deactivate.
To disconnect the integration for a single client, open the integration settings for that client and click Delete.
Troubleshooting
Validation error when logging in
If you see a validation error, check that you are entering the correct Merit Aktiva username and password. Make sure the account is active and you are on a Pro or Premium plan.
Two-factor authentication (2FA) blocks the connection
If your Merit Aktiva account has two-factor authentication (2FA) enabled, it may block the connection during client import. Contact Uku support to find a workaround.
Import fails or times out
For very large client bases, allow up to 10 minutes before retrying. If the import still fails, verify your credentials and account permissions.
Clients marked with a red cross after import
This means the register code in Uku and Merit Aktiva do not match. These clients are still imported — update the register code manually in either system to resolve the mismatch.
API keys not working after custom import
Ensure you created the API keys in Merit Aktiva before starting the import. If keys were created after the import began, re-run the import process.
Invoice not sending to Merit
Check that the products on the invoice use classifiers imported from Merit (articles and tax rates). If you created products before importing classifiers, update the product settings — select a Merit-imported article and tax rate.
Monthly summaries not appearing
Confirm that the MERIT topic was created in the Tasks app, and that the recurrence schedule and data fields are properly configured in the Merit Aktiva app Settings.