Passeli Merit / Merit Aktiva integration

• Activation of the integration
• Integration settings
  • VAT codes
  • Products
  • Get customers
  • Get accounting accounts
  • Get dimensions
  • Create project dimensions
  • Fetch bills
• Using the integration
  • Sending sales invoices
  • Receiving bills
• Error situations

In the Passeli Merit (known in Estonia as Merit Aktiva) integration, you can:

• send sales invoices from PSA to Passeli
• retrieve purchase invoices from Passeli to PSA.

Permissions: Admin (integration setup)
PSA plans: Growth, Business, Enterprise, Enterprise+

Activation of the integration

Creating API credentials in Passeli Merit

1. Log in to Passeli Merit.
2. Go to Settings > Company details > API settings.
3. Create a new API ID by naming your account.
4. Click Generate key.

You will receive an API ID and API key for your company, which you can use to activate the integration in the Finago PSA software.


 

Activating the integration in Finago PSA

1. Go to Settings > Integrations > Passeli Merit / Merit Aktiva > Activate (if your company country is Estonia, the interface is listed as Merit Aktiva).
2. Select the Passeli Merit version you are using.
   • Estonia URL:
     https://aktiva.merit.ee
   • Finland URL:
     https://aktiva.meritaktiva.fi
3. Enter the API ID and API key that you created earlier in Passeli.
4. Click Save.

Integration settings

VAT codes (required)

VAT rates used in Passeli Merit are added to PSA for sales invoicing.

1. Click Add VAT code.
2. Enter the VAT code name and VAT %.
3. Add the Integration ID. You can find this in Passeli Merit under Settings > Accounting settings > VAT definitions.
4. Define one default VAT rate.

Products (required)

Each sales invoice row must have a Passeli Merit product defined so that the data transfers correctly via the interface. See more under Sending sales invoices.

1. (Add products first into the Finago PSA product register if you want to use them for scheduled invoicing, quotes, and invoice rows, either via import file or manually. Note! Product name must be max. 20 characters.)
2. Go to Settings > Integrations > Passeli Merit > Products.
3. Add the products from Passeli that should be transferred on invoice rows (max. 20 characters).
4. Set one of these as the default product, which will automatically appear on invoice rows and can be changed per row if needed.

Get customers

You can import customers from Passeli Merit into Finago PSA. If a customer with the same business ID already exists in Finago PSA, the data will only be updated.

In the customer address details, the country code must be two characters (e.g. FI) so that invoices transfer correctly to Passeli.

Get accounting accounts

You can import accounting accounts for sales invoices from Passeli Merit into Finago PSA and select a default account.

Get dimensions

You can import dimensions from Passeli Merit into Finago PSA and select a default dimension.

Create project dimensions

Enable this setting if you want projects added in Finago PSA to be automatically created as project dimensions in Passeli Merit.

Fetch bills

Select whether purchase invoices are retrieved from Passeli Merit to PSA once per day during early morning hours.

Using the interface

Sending sales invoices

Sales invoices are created normally, considering the maximum character limits listed below. In most cases, the system does not allow saving data exceeding the limits, except for the customer name - if the name is longer, the full data will not transfer to Passeli.

Customer name: 150 characters
Address: 100 characters
Postal code: 15 characters
City: 30 characters
Country: 2 characters
Business ID: 30 characters
Customer email: 80 characters
Invoice row description: 100 characters
Product name in product register / Show accounting section: 20 characters

You can send one or multiple sales invoices to Passeli at once from the top of the sales invoice list via
Print & Export > Send to Passeli Merit.

Assigning a product to an invoice row

Each invoice row must include a Passeli Merit product (called “item” in Passeli Merit), which automatically links the row to Passeli Merit sales accounts during transfer.

If a product on a Finago PSA sales invoice does not yet exist in Passeli Merit, it will be added to the Passeli Merit product register during transfer.

1. Create the sales invoice with rows.
2. Click Show accounting.
3. Select the Passeli Merit product to assign to the invoice row.

In the example image, the default product defined in the settings is shown, which can be changed per row from the dropdown menu.

Receiving bills

Purchase invoices can be retrieved from Passeli to PSA for project expense tracking.

First, define in the interface settings whether to fetch all uncollected invoices once per day or only those with project information already defined in Passeli.

Purchase invoices are fetched every morning by 6 AM.

A purchase invoice is assigned in PSA to the default purchase invoice recipient without project allocation, unless one of the following allocation references is found (only one per invoice):

• If the invoice contains a PR/PRJ number (same as the PSA project’s E-invoice reference field), it is automatically assigned to that project and its project manager.
• If the invoice contains a PO number and a matching purchase order exists in PSA, the invoice is assigned to that purchase order, the related project, and its project manager.
• If the invoice contains a US number, it is assigned to the specified user.

Error situations