Merit Aktiva / 360 Księgowość integration
TL;DR: Connect Merit Aktiva (360 Księgowość in Poland) with Uku to import clients, automate monthly summaries, and streamline billing. Activate the integration from the App Store, import customers with one click, and configure recurring data imports.
Who can do this
Users with admin or manager permissions in Uku
An active Merit Aktiva / 360 Księgowość account with valid credentials
Overview
Merit Aktiva (in Poland the software is called 360 Księgowość) integration allows you to automate many tasks such as monthly summaries and billing.
In this article you will learn:
How to set up the integration
How to import customers from Merit Aktiva
How to set up automatic monthly summaries
How to deactivate the integration
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.
Step 1: 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.
Step 2: Give Uku access to Merit Aktiva
Enter your Merit Aktiva email and password.
Click Start importing.
Step 3: Choose how to set up API keys
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.
Step 4: Wait until the import is completed
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.
Step 5: 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.
Clients whose register code in Uku and Merit Aktiva do not match will be marked with a red cross. Clients marked with a red cross are still imported to Uku.
Click Confirm to finalize the import.
Step 6: Start working with imported clients
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.
Troubleshooting
Import fails or times out: Verify that your Merit Aktiva credentials are correct and that your account has sufficient permissions. For very large client bases, allow up to 10 minutes before retrying.
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.
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.