Connect Merit Aktiva to Uku

Company Admin or Company Owner role on a Team or Elite Uku subscription. You also need a Merit Aktiva login with permission to generate API credentials in Company settings → Integrations — typically the Merit company owner or administrator.

Merit Aktiva is the right integration for firms in Estonia, Finland, and Poland. In Poland the same product is sold as 360 Księgowość but the Uku integration handles all three under one card with a country selector. Each country runs as a separate Merit instance — credentials issued in Estonia do not work against Finland or Poland and vice versa.

The Uku integration connects to Merit Aktiva v1. The newer v2 API is not yet wired up; if your Merit account is on v2 only, contact Uku support before configuring the integration.

To connect Merit Aktiva to Uku you first need an API ID and API key issued by Merit. Both are generated inside Merit Aktiva, not in Uku.

1. Sign in to Merit Aktiva with an account that has administrator rights on the company you want to connect.
2. Go to Company settings (top right gear icon) and open the Integrations section.
3. Generate a new API key. Merit issues a pair of values:
   • API ID — identifies the connecting company.
   • API key — the secret used to authenticate API calls.
4. Copy both values to a safe place. The API key is shown only at creation; if you lose it, you will need to regenerate the pair.

If your firm uses Merit Aktiva in more than one country (e.g. an Estonian and a Finnish entity), generate separate credentials in each country’s Merit instance — they are not interchangeable.

Path: Settings & Apps → Merit Aktiva

The Merit Aktiva 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 Merit Aktiva 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. Merit Aktiva now appears as an option in the Integration column of your client list.

After enabling Merit Aktiva, paste the API ID and API key you generated into the integration dialog and pick the matching country.

1. In the integration dialog, switch to the Connect (or Settings) tab.
2. Paste the API ID into the matching field.
3. Paste the API key into the matching field.
4. Choose the Country that matches the Merit instance the credentials came from — Estonia, Finland, or Poland.
5. Click Test connection. Merit responds with the company name if the credentials are valid.
6. Click Save.

If the test connection fails, see Troubleshooting below.

Merit Aktiva is one-way inbound for the standard work-statistics flow that drives accounting summary tasks. Uku also supports invoice export to Merit Aktiva and reads paid status back.

Data	Direction	Notes
Tax rates	Merit → Uku	VAT codes used when sending invoices to Merit.
Products	Merit → Uku	Available when configuring billing products in Uku.
Work statistics (entries, VAT entries, documents)	Merit → Uku	Drives the monthly summary task fields.
Invoices	Uku → Merit	Uku invoices can be sent to Merit Aktiva when they are issued.
Invoice paid status	Merit → Uku	Uku reads paid amounts and dates back from Merit.
Clients	not synced	Clients are managed in Uku; you connect each Uku client to a Merit company at the client level.

Once Merit Aktiva 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, e.g. “Monthly accounting — {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 Merit Aktiva data field to a custom task field in Uku. Merit exposes a rich set of statistics — common fields include:

• Sale entries (number of sales invoices in the month)
• Purchase entries (number of purchase invoices in the month)
• Bank entries (bank transactions)
• VAT entries (rows on the VAT return)
• Documents (other accounting documents)
• New clients added in the period
• New products added in 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 Merit Aktiva integration only registers it at the company level. Data flows once each Uku client is also linked to its matching Merit company. 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 Merit Aktiva from the integration dropdown.
3. Uku looks up the Merit company list using your saved credentials and lets you pick the matching company.
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 — see below.

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

1. Open Settings & Apps → Merit Aktiva → 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 it is ready.

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

Test connection failures with Merit Aktiva almost always come down to one of these:

• The wrong country is selected. Each Merit country (Estonia / Finland / Poland) is a separate instance — credentials from one will fail against another even if the API ID and API key are correct in their own context.
• The API ID or API key has leading or trailing whitespace. Re-copy directly from Merit’s Integrations panel.
• The credentials were revoked in Merit. Generate a fresh pair in Company settings → Integrations and paste them again.

If the Merit Aktiva 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 Merit company — set the Integration column to Merit Aktiva 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 Merit company is connected for a Uku client, fix it in the client list rather than at the company level. Click the Integration column for that client, pick the correct Merit company from the dropdown, then run Reload data to refresh the historical statistics.

A Merit Aktiva connection that was working but stopped is usually a credential issue. Merit API keys do not expire automatically, but they can be revoked if a Merit administrator rotates credentials. Regenerate the API ID and API key in Company settings → Integrations, paste the fresh values into Uku, and click Test connection to confirm.

If a Merit 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.

Currently each Uku company can connect to one Merit Aktiva instance at a time. To handle clients across multiple countries, the recommended approach is one Uku company per country. Contact Uku support if you need an alternative.