Connect Merit Aktiva to Uku

Company Admin or Company Owner role on the Team or Elite plan. You also need:

• A Merit Aktiva Pro or Premium account — API access is not available on lower Merit tiers.
• A Merit Aktiva login for the company you want to connect.
• 2FA disabled on the Merit account during the initial connection (see Troubleshooting).

Merit Aktiva is the right integration for accounting firms in Estonia, Finland, and Poland (where Merit is sold as 360 Księgowość). Each country runs as a separate Merit instance — credentials issued in one do not work in another.

The Uku ↔ Merit integration lets you:

• Import clients and contacts from Merit into Uku.
• Create a summary task every month that counts sales invoices, purchase invoices, entries, and other accounting records.
• Send Uku invoices directly to Merit.
• Automatically fetch invoice paid status from Merit back to Uku.

Invoices created in Uku before the integration is enabled cannot be sent to Merit retroactively.

Path: Settings & Apps → Merit Aktiva

1. Open Settings from the Uku main menu.
2. Find Merit Aktiva in the integrations list.
3. Click Activate.

There are two entry points — both run the same flow:

• From Settings & Apps: Open the Merit Aktiva integration and switch to the Import tab.
• From the client list: Open Clients, click the three-dot menu and choose Import clients, then pick Merit Aktiva.

1. Pick the country matching the Merit branch you are connecting (Estonia / Finland / Poland).
2. Enter your Merit Aktiva email and password.
3. Click Start import.

The connection is secure — Uku does NOT store your Merit password. Starting the import logs you out of any active Merit Aktiva sessions.

After login, Merit offers two paths:

• Continue — Uku pairs with the existing Merit API keys automatically, or generates new ones if none exist. Recommended for most firms.
• Custom import — Uku pairs only with existing API keys named “Uku”. No new keys are created. Use this if you want to manage API keys manually. The Merit Aktiva PDF instructions cover the manual setup (look for “API seadistus”).

Larger client bases can take up to 10 minutes. You can close the import dialog and keep working — it continues in the background.

When the import is ready, click Confirm to review the list.

Deselect any clients you do not want by clearing the Import column checkbox, then click Confirm.

If a Merit client’s registration code does not match the Estonian Business Register, that row is marked with a red X. Red-X clients are still imported — the mark is only a warning.

Uku takes you to the client list. For each new client:

1. Assign a Client Manager.
2. Set up a client workflow.
3. Configure the automatic monthly summary (next step).

The client list has a Last import filter active by default — it shows only the clients imported in this round. Clear the filter to see your full client list.

The summary task brings each client’s monthly Merit counts into Uku, so you see the workload per client. Set it up once for the whole firm.

Path: Settings & Apps → Merit Aktiva → Summary task

Under Configure summary task, fill in:

• Task title — the name of every summary task Uku creates.
• Topic — the topic the summary task goes under.
• Recurrence — Every month.
• Run on — the day Uku creates the task. Choose Last work day of the month, Last day of the month, or a day from Day 1 to Day 28 of next month. The default is Day 1 of next month.

The sentence above the fields repeats your choice in plain words, so you can check it before you save.

Count changes from previous periods is on by default. When it is on, changes made in Merit to earlier periods are added to the current month’s task. When it is off, those changes are not counted. Keep it on if your clients often correct earlier months in Merit.

Under Configure data fields, choose a Uku custom task field for each Merit data field. Values you map to the same Uku field are added together. A Merit field you leave empty is ignored. Click New custom field to create a field, and Show more to see the less common Merit fields.

Click Save when you are done.

Run summary task, at the bottom of the tab, fills the summary tasks for the last 12 months straight away. Use it right after the first setup. On an integration that already runs, it overwrites the values on existing summary tasks, so Uku asks you to confirm with Overwrite.

Uku creates one summary task per client per month. The task goes to the client’s Client Manager, or to the Company Owner if no Client Manager is set. Data is pulled at 00:30 on the run day. Uku looks back up to 12 months for Merit entries.

Each Uku client must be linked to its Merit company.

1. Open the Clients view.
2. Click Edit fields and add the Integration column.
3. Check that each connected client shows the Merit partner name.

If the column is empty for a client, click the integration icon on that client’s row to set up the connection.

1. Click the integration partner name on the client row.
2. Choose Test connection.

A successful test shows a green confirmation; a failure shows the validation error.

You can refresh Merit data at any time without waiting for the scheduled monthly run.

1. Open the Clients view, tick the client, and click the integration icon on the client row.
2. Click Run summary task, then Overwrite.

Uku refreshes the summary tasks for the last 12 months and overwrites their values.

1. Open the per-client integration view.
2. Click Import data.
3. Pick the integration (Merit Aktiva) and the period.

Uku notifies you when the import finishes. A summary task with the filled-in custom fields appears in Reports.

To send Uku-issued invoices directly to Merit, set up the Billing app’s Merit connection.

1. Open the Billing app in Uku.
2. Switch to the Settings tab.
3. Fill in the required fields.
4. Click Test connection.

Uku confirms success and offers an option to also automate the invoice paid-status update.

For invoices to export cleanly, import Merit’s classifiers (articles, VAT rates, units, resource codes) into Uku.

1. Switch to the Products tab.
2. Click Import classifiers.

In Merit, each article (product) is tied to one VAT rate — Merit does not let you assign multiple rates to a single article. The limit comes from Merit, not from Uku.

You may bill the same service at several VAT rates, for example 24% to Estonian clients and 0% under EU reverse charge. Then create a separate product per rate in both Merit and Uku. The invoice description can be identical across variants — only the article code differs.

A practical naming pattern:

• AUDIT-24 — audit service, 24% VAT
• AUDIT-0 — audit service, 0% VAT (reverse charge)
• CONSULT-24 — consulting service, 24% VAT
• CONSULT-0 — consulting service, 0% VAT

Uku billing settings can map three Uku fields to corresponding Merit fields:

Uku field	Merit Aktiva field
Resource	Department (Osakond)
Cost center	Cost center (Kulukoht)
Project	Project (Projekt)

The mappings are optional. If your Merit account does not use departments/cost centers/projects, leave the fields empty — invoices export fine without them.

To enable: open a client’s profile → Billing → Settings → set Default resource, Cost center, or Project. On invoice export these values flow into Merit automatically.

1. Open Settings → Merit Aktiva.
2. Click Deactivate.

1. In the client list, click the integration icon on the client’s row.
2. Click Delete.

Check the Merit email and password — try logging into Merit directly with the same credentials. Confirm the account is active and on the Pro or Premium plan.

If your Merit Aktiva account has 2FA enabled, the import login can fail. Contact Uku support to work around it.

Check that the API keys are set up correctly. If they were created manually under “Custom import,” create them again. Remove the existing keys in Merit and let Uku create new ones through the “Continue” flow.

The Uku products on the invoice must use Merit-imported classifiers (articles and VAT rates). If the products were created before classifiers were imported, edit each product and pick the Merit-imported article and VAT rate.

Check that all fields on the Summary task tab are filled in: Task title, Topic, Recurrence and Run on. Confirm each client’s Integration column shows the Merit partner name — if empty, set up the per-client integration first.

Merit Aktiva only sends clients that have a registration code entered in Merit. Confirm the missing clients have registration codes in Merit. Red-X clients (codes that do not match the Estonian Business Register) ARE still imported.

After Merit Aktiva is connected, set up client workflow templates and your billing products so monthly counts feed into automated invoicing.