Connect Directo to Uku

Company Admin or Company Owner role on a Team or Elite Uku subscription. You also need a Directo administrator (in your firm or at the client) who can generate a personal access token for the integration user — standard Directo users typically cannot issue API tokens.

Directo is the right integration for firms working with Estonian and Latvian clients.

To connect Directo to Uku you first need a personal access token issued by Directo. Tokens are tied to a specific Directo company database — if your firm has multiple Directo databases (one per client, for example), you will need a separate token per database. See Multi-database setup below.

1. Sign in to Directo as an administrator on the company database you want to connect.
2. Navigate to the Settings → System settings → API access area (the exact path can vary by Directo version).
3. Create a new personal access token scoped to the user account that should sync data to Uku. Pick a service or integration user rather than a real employee account so the token is not tied to a person who might leave.
4. Set an appropriate expiration date — long enough that you are not regenerating constantly, short enough to fit your firm’s security policy.
5. Copy the token value. Tokens are typically shown only once at creation.

Path: Settings & Apps → Directo

The Directo integration must be enabled at the company level before it can be used per client. Enabling does not yet pull data; it just makes the integration available.

1. Open Settings & Apps in Uku.
2. Find the Directo card in the Integrations section.
3. Click the card to open the integration dialog.
4. On the Overview tab, click Enable to turn the integration on. Directo now appears as an option in the Integration column of your client list.

After enabling Directo, paste the access token into the integration dialog and provide the matching company database.

1. In the integration dialog, switch to the Connect (or Settings) tab.
2. Paste the access token into the matching field.
3. Provide the company database identifier if the dialog asks for it (Directo databases are addressed by a short code).
4. Click Test connection. Directo responds with the database name if the token is valid.
5. Click Save.

If the test connection fails, see Troubleshooting below.

Directo is one-way inbound for the standard work-statistics flow that drives accounting summary tasks. Uku also supports invoice export to Directo.

Data	Direction	Notes
Articles (products)	Directo → Uku	Available when configuring billing products in Uku.
Clients	Directo → Uku	Read-only — Uku can read the Directo client list to match against Uku clients.
Work statistics	Directo → Uku	Drives the monthly summary task fields.
Invoices	Uku → Directo	Uku invoices can be exported to Directo when they are issued.

Once Directo is connected, open the Settings tab in the integration dialog to configure how Uku creates monthly summary tasks for each connected client.

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).

In the Configure data fields section, map each Directo data field to a custom task field in Uku. Common fields exposed by Directo include sale entries, purchase entries, bank transactions, and document counts for the period.

For each field you want to track:

1. Pick the field in the left column.
2. Select the matching Uku custom task field from the dropdown on the right.
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 custom field on the spot if one does not yet exist.
6. Click Save when done.

Enabling the Directo integration only registers it at the company level. Data flows once each Uku client is also linked to its matching Directo client record. The full per-client connection workflow is covered in Connect a client to accounting software. The short version:

1. In the client list, click the Integration column on the client row.
2. Pick Directo from the integration dropdown.
3. Uku reads the Directo client list using your saved token and lets you pick the matching client.
4. Save. From the next scheduled import day onwards, Uku pulls statistics for that client.

To back-fill historical months immediately after connecting, use Reload data on the integration Settings tab.

Directo access tokens are scoped to a single company database. If your firm manages multiple Directo databases (one per client, or one per legal entity), the recommended pattern is:

• Generate a separate token in each Directo database.
• Connect them at the client level rather than at the Uku company level. The integration dialog supports per-client credentials so each Uku client can point to its own Directo database with its own token.

If you need help setting up multi-database connections at scale, contact Uku support.

To re-import Directo data for all connected clients (back-fills the last 12 months and overwrites existing summary task field values):

1. Open Settings & Apps → Directo → Settings.
2. Click Reload data at the bottom-left of the dialog.
3. Confirm. Uku processes the reload in the background and notifies you when ready.

Reload data is the right action whenever you change the data field mapping, change a Directo setting that affects historical data, or recover from a connection that was offline for a while.

Test connection failures with Directo are almost always one of these:

• The token has leading or trailing whitespace. Re-copy directly from Directo’s API access panel.
• The token has expired. Directo tokens have an expiration date — regenerate in Directo and paste the new value.
• The token is scoped to a different company database than the one you are trying to connect.
• The token was revoked by a Directo administrator.

If the Directo connection passes the test but no statistics show up in summary tasks, enabling the integration is not enough on its own. You also need to:

• Connect each client to its Directo record — set the Integration column to Directo on the client row.
• Configure summary task settings on the integration Settings tab (task title, topic, import day, data field mapping).
• Wait for the next scheduled import day, or trigger Reload data to back-fill the last 12 months.

If the wrong Directo client is connected for a Uku client, fix it in the client list. Click the Integration column for that client and pick the correct Directo client from the dropdown. Then run Reload data to refresh the historical statistics.

A Directo connection that was working but stopped is almost always a token issue. Directo tokens have an expiration date and can also be revoked if an administrator rotates credentials. Generate a new token in Directo, paste the new value into Uku, and click Test connection to confirm. If the connection is per-client, do this for the affected client’s credentials.

If a Directo field consistently arrives empty in Uku summary tasks, it is most likely not mapped to a Uku custom task field. Open the integration Settings tab, find the field in Configure data fields, assign a custom field, then click Reload data to back-fill existing months.