Setting up accounting integrations

Quick answer

Go to Settings & Apps, find your accounting integration, click Enable, configure the summary task settings and data field mappings, and save. Uku will then automatically import client work statistics into monthly summary tasks. Available on the Team plan and above.

Who can do this

Company Admin or Company Owner role. A paid subscription (Team or Elite) is required.

Supported integrations

Integration	Typical markets
**Merit Aktiva**	Estonia, Finland, Poland (as 360 Księgowość)
**Smart Accounts**	Estonia
**Directo**	Estonia, Latvia
**Trigon**	Estonia
**e-conomic**	Denmark, Norway, Sweden
**Fortnox**	Sweden
**Tripletex**	Norway
**Xero**	UK, Australia, NZ, global
**QuickBooks**	US, UK, global
**FreeAgent**	UK
**Scoro**	UK, Estonia, global

Only integrations relevant to your workspace region will typically appear as active in Settings & Apps. All integrations must be enabled before they are available for client-level connections.

Step 1 — Enable the integration

1. Go to Settings & Apps.
2. Find the accounting integration you want to use in the Integrations section.
3. Click the integration to open its setup dialog.
4. On the Overview tab, click Enable (or Activate) to turn it on.

Once enabled, the integration appears as an option in the Integration column of your client list, and becomes available for per-client connection and bulk sync actions.

Step 2 — Connect via API key or OAuth

API key integrations

Merit Aktiva, Smart Accounts, Directo, Trigon, Scoro, Tripletex, FreeAgent use static API credentials generated inside the accounting software:

1. Open the integration dialog and go to the Connect or Settings tab.
2. Enter the credentials in the fields shown. Common patterns:

• Merit Aktiva: API ID + API key (generated in Merit under Company settings > Integrations). Also select the correct Country (Estonia, Finland, or Poland).
• Smart Accounts: API key + API secret.
• Other integrations: follow similar credential labels in the dialog.

1. Click Test connection to verify credentials before saving.
2. Click Save.

OAuth integrations

Xero, QuickBooks, e-conomic, Fortnox use OAuth authorization — no API key to copy manually:

1. Open the integration dialog and go to the Connect to [Name] tab.
2. Click the Authorize button (for example, “Authorize Xero to start import”).
3. You are redirected to the accounting software’s login page. Log in and grant Uku permission.
4. You are returned to Uku. Uku confirms the connection and may prompt you to select a company if you manage multiple organizations.

OAuth tokens are stored securely and refreshed automatically. You do not need to re-authorize unless you revoke access from within the accounting software.

What data syncs

Accounting integrations pull work statistics from the accounting software into Uku. The primary purpose is to populate monthly summary tasks for each client with activity counts your team needs to track their workload and billing scope.

Integrations are one-way inbound: Uku reads data from the accounting software. Uku does not push data back to the accounting system via these integrations.

Exception: e-conomic supports a two-way sync — client records can be synced between Uku and e-conomic, and sales ledger data for each client is available in the client view.

Step 3 — Configure summary task settings

After enabling, open the integration dialog and go to the Settings tab to configure how Uku creates monthly summary tasks.

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)

Configure data fields

Map each accounting data field to a custom task field in Uku:

1. In the Configure data fields section, see the list of available accounting data fields (entries, VAT entries, documents, etc.).
2. For each field you want to track, select the corresponding Uku custom task field from the dropdown.
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 field on the spot if one does not exist.
6. Click Save when done.

Companies House (UK company lookup)

Companies House connects to the UK companies register to look up company data and create compliance reminder tasks automatically. No API key is required.

To enable: go to Settings & Apps, find Companies House, and click Enable. In the Settings tab, configure automatic reminder tasks for filing deadlines (Accounts next due, Confirmation Statement next due, Corporation Tax Return next due). For each reminder, set how many days before the deadline the task should be created.

Once enabled, searching for a UK company by name or registration number in the client list will look up live data from Companies House and pre-fill company details.

Re-syncing data

To re-import accounting data for all clients using an integration:

1. Open the integration dialog, go to Settings.
2. Click Reload data (bottom-left of the dialog).
3. Confirm the action. Uku will re-import the last 12 months of data and overwrite existing summary task field values.
4. Uku processes the reload in the background and notifies you when it is ready.

Troubleshooting

The integration is not visible in the client list Integration column

The integration is not yet enabled. Go to Settings & Apps, find the integration, and enable it.

Test connection fails with an authentication error

Check that you have copied the credentials exactly from the accounting software — no extra spaces, no missing characters. For Merit Aktiva, make sure the correct country (Estonia / Finland / Poland) is selected. Credentials are per-environment: an Estonia API key will not work if Finland is selected.

Summary tasks are not being created

Check that the recurrence and import day settings are configured and saved. Tasks are created automatically on the scheduled day — they do not appear retroactively for past months unless you trigger Reload data.

A data field shows no value after sync

The accounting field may not be mapped to a custom task field. Open the integration Settings tab, find the field in question, assign it to a custom field, then run Reload data to back-fill existing months.

OAuth connection stopped working

OAuth access may have been revoked from within the accounting software, or the token may have expired. Re-authorize by going to the integration Connect tab and clicking Authorize again.