Connect Merit Aktiva to Uku

Company Admin or Company Owner role on a Team or Elite Uku subscription. 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 don’t work against another.

The Uku ↔ Merit integration lets you:

• Import clients and contacts from Merit into Uku.
• Configure automatic monthly summary tasks counting 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’re 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 don’t want by clearing the Import column checkbox, then click Confirm.

If a Merit client’s registration code doesn’t match the Estonian Business Register, that row is marked with a red X. Red-X clients are still imported — the mark is just a heads-up.

You’re taken to the client list. For each new client:

1. Assign a default user (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.

Open Settings → Merit Aktiva → Settings tab. Required fields:

• Task title — name applied to every auto-generated summary task.
• Topic — which topic the summary task is filed under.
• Recurrence — when monthly counts are imported.
• Data import — last work day, last calendar day, or a specific day of the following month.

Below the settings, pair each Merit data field with a Uku custom task field. Click Show more to reveal less-common fields.

• Track changes in past periods — when on, retroactive changes in Merit are picked up by the next monthly auto-import. When off, only the chosen month’s count is used.
• Import workloads now — first-time setup button. Brings in all data (entries, documents) for the last 12 months. On a configured integration, this overwrites existing counts with fresh data.

For each Uku client, one summary task is created on the last day of the month and assigned to the client’s default user (or to the company owner if no default user is set). Data is pulled at 00:30 on the configured import 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 Import workloads now.

This refreshes all existing data for the last 12 months.

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 populated custom fields lands 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. This is a Merit-side constraint, not Uku’s.

If you bill the same service at multiple VAT rates (e.g. 24% to Estonian clients and 0% under EU reverse charge), 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)

These mappings are optional. If your Merit account doesn’t 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,” try regenerating them: remove the existing keys in Merit and let Uku create new ones via 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 required fields on the integration Settings tab are filled (title, topic, recurrence, import day). 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 don’t 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.