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Getting started with e-conomic
Getting started with e-conomic

If you use e-conomic to do your accounting then integrating Uku to your workflow takes just a few clicks.

Rain avatar
Written by Rain
Updated over a week ago

You can use e-conomic to do your accounting and integrate Uku to your workflow to get the best of both worlds. After connecting Uku to e-conomic you'lle be able to:

  • Import your clients, products and classificators from e-conomic to Uku (this includes both adding new ones and updating the existing ones)

  • Make use of extensive list of Uku features:

    • Workflow and task management

    • Time tracking

    • Reports

    • Monitoring

    • Billing

  • Generate invoices in Uku and export them to e-conomic

Setting up the connection

  1. Open Settings & Apps

  2. Open e-conomic integration

  3. Activate the app. If you haven't activated the billing app yet, you'll be asked if you want to do it now. It is strongly advised you do this, because this enables you to get the most out of Uku.

  4. Open 'Import' tab

  5. Click 'Get agreement ID'. This opens e-conomic in a new tab.

  6. You'll be asked whether you want to add Uku to your e-conomic agreement. You'll also be presented with the list of data Uku will have access to. This is necessary for Uku to be able to import your data. Click "Add app" to agree to this.

  7. After Uku has been added to your e-conomic agreement, the agreement ID is displayed. (You'll also find the agreement ID in e-conomic All settings > Apps.) Copy it and move back to e-conomic app in Uku. Paste it to the agreement ID field in the 2nd step on 'Import' tab and click 'Connect'.

  8. Uku fetches your clients from e-conomic and presents you with the list. You'll be able to decide which clients you want to import to Uku. Click 'Confirm' to import the selected clients.

  9. After a successful import, a pop-up with the import summary is displayed. Click 'View clients' to view the results of the last import.

After a successful import from e-conomic to Uku you will have the following data in Uku:

  • Clients

  • e-conomic related custom fields on each client card:

    • e-conomic layout number

    • e-conomic payment terms

    • e-conomic VAT zone number

  • Layout templates - These are listed in e-conomic app tab 'Settings'

  • Products, product codes, units - These are found in Apps & Settings billing app tab 'Product'

Updating data

Note: The client sync between Uku and e-conomic will go one-way, from e-conomic to Uku.

If you've added new clients in e-conomic or updated existing ones, you can update your client base in Uku as well.

  1. Open e-conomic app tab 'Import' and click "Start import".

  2. Uku fetches your clients from e-conomic and presents you with the list of new and already existing clients. You'll be able to decide which clients you want to add to Uku or update in Uku. Click 'Confirm' to import the selected clients.

  3. After a successful import, a pop-up with the import summary is displayed. Click 'View clients' to view the results of the last import.

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