Connect SmartAccounts to Uku

Company Admin or Company Owner role on a Team or Elite Uku subscription. You also need a SmartAccounts login with permission to generate API credentials — typically the company administrator.

SmartAccounts is the right integration for accounting firms in Estonia.

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

1. Sign in to SmartAccounts with an account that has administrator rights on the company you want to connect.
2. Open Settings and find the API access section.
3. Generate a new API credential pair. SmartAccounts issues:
   • API key — identifies the connecting company.
   • API secret — the secret used to authenticate API calls.
4. Copy both values immediately.

Path: Settings & Apps → SmartAccounts

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

After enabling SmartAccounts, paste the API key and API secret into the integration dialog.

1. In the integration dialog, switch to the Connect (or Settings) tab.
2. Paste the API key into the matching field.
3. Paste the API secret into the matching field.
4. Click Test connection. SmartAccounts responds with the company name if the credentials are valid.
5. Click Save.

If the test connection fails, see Troubleshooting below.

SmartAccounts is one-way inbound for the standard work-statistics flow that drives accounting summary tasks. Uku also supports invoice export to SmartAccounts.

Data	Direction	Notes
VAT types	SmartAccounts → Uku	Used when sending invoices to SmartAccounts.
Work statistics (sale entries, purchase entries, bank entries, documents)	SmartAccounts → Uku	Drives the monthly summary task fields.
Invoices	Uku → SmartAccounts	Uku invoices can be sent to SmartAccounts when they are issued.
Clients	not synced	Clients are managed in Uku; you connect each Uku client to a SmartAccounts company at the client level.

Once SmartAccounts 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.
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 SmartAccounts data field to a custom task field in Uku. SmartAccounts exposes:

• Sale entries (number of sales invoices in the month)
• Purchase entries (number of purchase invoices in the month)
• Bank entries (bank transactions)
• Documents (other accounting documents)

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 SmartAccounts integration only registers it at the company level. Data flows once each Uku client is also linked to its matching SmartAccounts 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 SmartAccounts from the integration dropdown.
3. Uku looks up the SmartAccounts 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.

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

1. Open Settings & Apps → SmartAccounts → 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 ready.

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

Test connection failures with SmartAccounts are almost always one of these:

• The API key or API secret has leading or trailing whitespace. Re-copy directly from the SmartAccounts API panel.
• The secret was lost — SmartAccounts shows it only once at creation. Regenerate the pair in SmartAccounts and paste both values into Uku.
• The credentials were revoked in SmartAccounts. Generate a fresh pair and re-paste.

If the SmartAccounts 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 SmartAccounts company — set the Integration column to SmartAccounts 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 SmartAccounts 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 SmartAccounts company from the dropdown, then run Reload data to refresh the historical statistics.

If a SmartAccounts 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.

A SmartAccounts connection that was working but stopped is usually a credential issue. SmartAccounts API credentials do not expire automatically, but they can be revoked if an administrator rotates credentials in SmartAccounts. Regenerate the pair, paste the new values into Uku, and click Test connection to confirm.