Setting up accounting integrations

Company Admin or Company Owner role. A paid subscription (Team or Elite) is required.

Each integration has its own dedicated setup article with credential generation, sync details, and troubleshooting specific to that accounting software. Pick yours from the table below.

Integration	Typical markets	Setup article
Merit Aktiva	Estonia, Finland, Poland (as 360 Księgowość)	Connect Merit Aktiva to Uku
SmartAccounts	Estonia	Connect SmartAccounts to Uku
Directo	Estonia, Latvia	Connect Directo to Uku
Trigon	Estonia	Connect Trigon to Uku
e-conomic	Denmark, Norway, Sweden	Connect e-conomic to Uku
Fortnox	Sweden	Connect Fortnox to Uku
Tripletex	Norway	Connect Tripletex to Uku
Xero	UK, Australia, NZ, global	Connect Xero to Uku
QuickBooks	US, UK, global	Connect QuickBooks to Uku
FreeAgent	UK	Connect FreeAgent to Uku
Scoro	UK, Estonia, global	Connect Scoro to Uku

Only integrations relevant to your workspace region will typically appear as active in Settings & Apps. All integrations must be enabled before they are available for client-level connections.

1. Go to Settings & Apps.
2. Find the accounting integration you want to use in the Integrations section.
3. Click the integration to open its setup dialog.
4. On the Overview tab, click Enable (or Activate) to turn it on.

Once enabled, the integration appears as an option in the Integration column of your client list, and becomes available for per-client connection and bulk sync actions.

Merit Aktiva, SmartAccounts, Directo, Trigon, Scoro, Tripletex use static API credentials generated inside the accounting software:

1. Open the integration dialog and go to the Connect or Settings tab.
2. Enter the credentials in the fields shown. Common patterns:

• Merit Aktiva: API ID + API key (generated in Merit under Company settings > Integrations). Also select the correct Country (Estonia, Finland, or Poland).
• SmartAccounts: API key + API secret.
• Other integrations: follow similar credential labels in the dialog.

1. Click Test connection to verify credentials before saving.
2. Click Save.

Xero, QuickBooks, e-conomic, Fortnox, FreeAgent use OAuth authorization — no API key to copy manually:

1. Open the integration dialog and go to the Connect to [Name] tab.
2. Click the Authorize button (for example, “Authorize Xero to start import”).
3. You are redirected to the accounting software’s login page. Log in and grant Uku permission.
4. You are returned to Uku. Uku confirms the connection and may prompt you to select a company if you manage multiple organizations.

OAuth tokens are stored securely and refreshed automatically. You do not need to re-authorize unless you revoke access from within the accounting software.

Accounting integrations pull work statistics from the accounting software into Uku. The primary purpose is to populate monthly summary tasks for each client with activity counts your team needs to track their workload and billing scope.

Integrations are one-way inbound: Uku reads data from the accounting software. Uku does not push data back to the accounting system via these integrations.

Exception: e-conomic supports a two-way sync — client records can be synced between Uku and e-conomic, and sales ledger data for each client is available in the client view.

After enabling, open the integration dialog and go to the Settings tab to configure how Uku creates monthly summary tasks.

Setting	What it does
Task title	Name used for the auto-generated summary task each month
Topic	Which topic the summary task is filed under
Recurrence	Always monthly
Import data	When in the month data is imported — last work day, last calendar day, or a specific day of the following month (1st–28th)

Map each accounting data field to a custom task field in Uku:

1. In the Configure data fields section, see the list of available accounting data fields (entries, VAT entries, documents, etc.).
2. For each field you want to track, select the corresponding Uku custom task field from the dropdown.
3. Fields left blank are not imported.
4. Click Show more to reveal additional less-common fields.
5. Use New custom field inside the dropdown to create a field on the spot if one does not exist.
6. Click Save when done.

Companies House is not an accounting integration but is often paired with one for UK firms. It connects Uku to the free UK Companies House register for live client lookup and automatic compliance reminder tasks (Accounts due, Confirmation Statement due, Corporation Tax Return due). No API key is required.

For full setup and reminder configuration, see Connect Companies House to Uku.

To re-import accounting data for all clients using an integration:

1. Open the integration dialog, go to Settings.
2. Click Reload data (bottom-left of the dialog).
3. Confirm the action. Uku will re-import the last 12 months of data and overwrite existing summary task field values.
4. Uku processes the reload in the background and notifies you when it is ready.

The integration is not yet enabled. Go to Settings & Apps, find the integration, and enable it.

Check that you have copied the credentials exactly from the accounting software — no extra spaces, no missing characters. For Merit Aktiva, make sure the correct country (Estonia / Finland / Poland) is selected. Credentials are per-environment: an Estonia API key will not work if Finland is selected.

Check that the recurrence and import day settings are configured and saved. Tasks are created automatically on the scheduled day — they do not appear retroactively for past months unless you trigger Reload data.

The accounting field may not be mapped to a custom task field. Open the integration Settings tab, find the field in question, assign it to a custom field, then run Reload data to back-fill existing months.

OAuth access may have been revoked from within the accounting software, or the token may have expired. Re-authorize by going to the integration Connect tab and clicking Authorize again.