Connect FreeAgent to Uku
Who can do this
Section titled “Who can do this”Company Admin or Company Owner role on a Team or Elite subscription. You also need a FreeAgent login with permission to authorize third-party apps for the FreeAgent practice you want to connect.
FreeAgent is the accounting platform of choice for many UK accounting and bookkeeping firms. The integration is market-relevant for UK-based Uku companies.
Connect FreeAgent in Uku
Section titled “Connect FreeAgent in Uku”Path: Settings & Apps → FreeAgent
- Open Settings & Apps and find the FreeAgent card.
- Click the card to open the integration dialog and, on the Overview tab, click Enable.
- Click Authorize. Uku redirects you to FreeAgent’s authorization page.
- Sign in to FreeAgent and grant Uku the requested access.
- FreeAgent redirects you back to Uku. The connection is confirmed and your FreeAgent practice name and connected email are shown on the Overview tab.
OAuth tokens are stored in Uku and refreshed automatically. You will not need to re-authorize unless you revoke access from inside FreeAgent or the connected practice changes.
What syncs
Section titled “What syncs”FreeAgent is one-way inbound: Uku reads client data from FreeAgent. No data is written back to FreeAgent.
| Data | Direction | Notes |
|---|---|---|
| Clients (FreeAgent companies) | FreeAgent → Uku | Imported into the Integration column of the client list; matched on company name and registration number. |
| Client address and contact details | FreeAgent → Uku | Name, address, postcode, town, country, locale, and account owner contact (first name, last name, email) are mapped into Uku client and contact fields. |
| Work statistics | FreeAgent → Uku | Drives monthly summary tasks per the accounting integrations setup. |
Products and invoice sync are not implemented for FreeAgent — Uku does not push invoices to FreeAgent or pull invoice paid status. If you need invoice sync, consider Xero or QuickBooks.
For the summary task and data-field configuration that turns FreeAgent client data into monthly tasks, see Setting up accounting integrations.
Reconnect or disconnect FreeAgent
Section titled “Reconnect or disconnect FreeAgent”If you need to refresh stale tokens or stop the integration entirely:
- Open Settings & Apps → FreeAgent.
- To reconnect: click Authorize again and complete the FreeAgent sign-in flow.
- To disconnect: on the Overview tab, click Disconnect. Uku revokes its FreeAgent token. Existing clients in Uku are preserved.
Disconnecting from Uku also revokes Uku’s authorization inside FreeAgent. If you only revoke the connection from inside FreeAgent, Uku will detect the broken token on the next sync and prompt you to re-authorize.
Troubleshooting
Section titled “Troubleshooting”Authorization fails or redirects back to the login page
Section titled “Authorization fails or redirects back to the login page”Make sure the FreeAgent login you used has permission to authorize third-party apps. Complete any two-factor authentication challenge FreeAgent requires before authorizing. Then try the Authorize flow again from a clean browser session.
”FreeAgent is not connected” error when running import
Section titled “”FreeAgent is not connected” error when running import”The stored OAuth token may have expired or been revoked inside FreeAgent. Open Settings & Apps → FreeAgent and click Authorize again to issue a fresh token. Confirm the practice name appears on the Overview tab before running the import.
A client is missing after import
Section titled “A client is missing after import”Click Reload data in the integration Settings tab to re-import data. If the client still does not appear, check whether it is active in FreeAgent — Uku skips inactive records. Also confirm the FreeAgent company has a name or registration number that Uku can match against.
Wrong FreeAgent practice is connected
Section titled “Wrong FreeAgent practice is connected”Disconnect on the Overview tab, then click Authorize and sign in with the correct FreeAgent account. Uku stores one FreeAgent practice connection per Uku company.