Connect Scoro to Uku

Follow these steps to connect Scoro, import your Scoro lists and clients, and send invoices from Uku to Scoro.

• Set up the connection: Company Admin or Company Owner, on the Team or Elite plan.
• Export invoices: any member who can work with the invoice, once the connection is set up.
• In Scoro: a login that can see the API settings, usually a Scoro administrator.

Uku sends invoices to Scoro. Scoro sends back its lists, its client companies and the payment status of exported invoices. Nothing moves until you start it, except the daily payment-status check you can turn on.

Data	Direction	When
VAT codes, products, accounting objects	Scoro → Uku	when you click Import lists
Client companies	Scoro → Uku	when you click Start import
Invoices	Uku → Scoro	when you click Export to accounting
Payment status	Scoro → Uku	once a day if you turn it on, or when you click Update payment status

To connect Scoro to Uku, you need three values from your Scoro account: the company account ID, an API key, and your subdomain.

1. Sign in to Scoro with an administrator account.
2. Go to Settings → API. The path can vary slightly between Scoro versions.
3. Copy these three values:
   • Company account ID — identifies your Scoro account.
   • API key — the secret that Uku uses to sign in to Scoro.
   • Subdomain — the first part of your Scoro web address. If you sign in at https://acme.scoro.com or https://acme.scoro.ee, the subdomain is acme.

The Scoro app must be active before Scoro appears as a service in the Billing app.

Path: Settings & Apps → Scoro

1. Open Settings & Apps.
2. Click the Scoro card.
3. On the Overview tab, click Activate.

The Scoro app now shows two more tabs: Import and Settings.

The connection details live in the Billing app, next to the other accounting services.

Path: Settings & Apps → Billing → Connect

1. In Service, choose Scoro.
2. In Company Account ID, paste the company account ID.
3. In API secret, paste the API key from Scoro.
4. In Subdomain, enter only the first part of your Scoro address, for example acme.
5. Click Test connection. Uku saves the values and checks them with Scoro. A success message confirms that the connection works.
6. Click Save.

Connecting does not import anything. Import your lists and clients in the next sections, when you are ready.

Scoro needs an owner for every invoice. Set a default owner before you export the first invoice, or Uku refuses the export.

Path: Settings & Apps → Scoro → Settings

1. In Default Scoro user number, enter the number of the Scoro user who owns exported invoices, for example 125. The field is required. Uku first uses the User code in the client’s Contract settings, and this number only when the client has none.
2. Decide on Mark as sent in Scoro. Choose Yes if you want Scoro to send its own reminders for overdue invoices. If Uku already sends your payment reminders, keep No, so clients do not get two reminders.
3. Decide on Client code as Scoro project. Choose Yes only if your clients’ Client code is a Scoro project number. Uku then puts the invoice on that Scoro project.
4. Click Save.

Both yes/no settings start as No.

Import your Scoro VAT codes, products and accounting objects before the first export, so invoice lines use the same codes as Scoro. You can also import your Scoro client companies into Uku.

Path: Settings & Apps → Scoro → Import

To import the lists:

1. Click Import lists.
2. Choose Only new to add only what is missing, or Import everything to also update the items you imported from Scoro earlier.
3. Click Confirm.

Uku never changes a VAT code, article or resource that you created by hand in Uku. Uku links it to the matching Scoro item instead. Run Import lists again whenever you change these lists in Scoro. The same Import lists button is also under Billing → Setup.

To import client companies:

1. Under Add & update data, click Start import.
2. Uku fetches your Scoro client companies with their registry code, VAT number, address and e-mail.
3. In the last step, choose which clients to add to Uku or update.

Clients you import from Scoro are already linked to their Scoro company.

Uku sends an invoice to Scoro only when you export it. Nothing is sent automatically when you create or send an invoice in Uku.

1. Open the invoice.
2. Click Export to accounting.

To export several invoices at once, select them in the invoice list and use the Export to accounting bulk action. If you export the same invoice again, Uku updates that invoice in Scoro instead of creating a copy.

On a client’s first export, Uku finds the client’s company in Scoro by itself. Uku looks for it in this order:

1. The link from an earlier export or from the client import.
2. The same company name.
3. The same registry code.
4. The same VAT number.

If nothing matches, Uku creates a new company in Scoro. Uku fills in an empty registry code or VAT number on the Scoro company, but never renames it. All later invoices for that client go to the same Scoro company.

Uku can read the payment status of exported invoices from Scoro. An invoice turns paid in Uku when Scoro shows it as fully paid.

Path: Settings & Apps → Billing → Connect

1. Tick Update invoice payment statuses from Scoro.
2. Click Save.

Uku then checks the payment status every day. To check one invoice at once, open the invoice and click Update payment status. The button works even when the daily check is off.

The Service list in Billing → Connect shows Scoro only after you activate the Scoro app. Open Settings & Apps → Scoro and click Activate on the Overview tab. Then return to the Billing app.

Check the three values on Billing → Connect:

• Subdomain holds only the first part of your Scoro address, for example acme, not the full address. Uku refuses a full address when you save.
• API secret holds the API key, with no spaces before or after it. Copy the key again from Scoro.
• Company Account ID and the API key come from the same Scoro account.

The error “no Scoro company at acme.scoro.ee or acme.scoro.com” means Uku found no Scoro account under that subdomain. Check the spelling of Subdomain against your Scoro address.

If the key was revoked in Scoro, create a new key under Settings → API in Scoro. Paste it into Uku and click Test connection again.

The client has no User code in its Contract settings, and the firm has no Default Scoro user number. Do one of these, then export the invoice again:

• Open Settings & Apps → Scoro → Settings, enter the Default Scoro user number, and click Save.
• Enter the User code in the client’s Contract settings.

An exported invoice stays on the Scoro company it first went to, even if you change the invoice’s client in Uku later. To move the invoice, void it, restore it, and export it again. See Void and restore an invoice. The new export finds the Scoro company again, in the order above.

Open Billing → Connect and check that Update invoice payment statuses from Scoro is ticked, then save. Uku marks an invoice paid only when Scoro shows it as fully paid. To check one invoice now, open it and click Update payment status.