Passeli Merit / Merit Aktiva integration

Send invoices from Heeros PSA to Merit Aktiva bookkeeping software. Available for Heeros PSA customers in Finland and Estonia.

Content

1. Merit Aktiva

2. Get started with Merit Aktiva

2.1 Creating Heeros PSA API codes in Merit Aktiva

2.2 Activating the integration in Heeros PSA

3. Unifying data

3.1 Invoice VAT bases

3.2 VAT configuration on invoices

4. Products

4.1 Configuring products in settings

4.2 Targeting products on invoice rows

5. Importing customers

6. Sending an invoice

Description

Heeros PSA can be integrated to accounting software Merit Aktiva. With Merit Aktiva, you can send invoices created in Heeros PSA to customers in Finland and Estonia.

1. Merit Aktiva

Merit Aktiva is an Estonian bookkeeping software with rising popularity in Finland in the past few years. Read more about Merit Aktiva here: https://eng.merit.ee/

Through Merit Aktiva you can send invoices created in Heeros PSA to customers in Finland and Estonia.

2. Get started with Merit Aktiva

Below you can find how to get started with Merit Aktiva step by step

2.1 Creating Heeros PSA API codes in Merit Aktiva

1. Log in to Merit Aktiva

2. Go to Settings > Company details > API Settings

• Create new API ID by naming your account and clicking "Create key"

You'll get an API ID and an API key, with which you can activate the integration in Heeros PSA.

2.2 Activating the integration in Heeros PSA

Go to Settings > Integrations > All integrations > Passeli Merit (if your company is Estonian, the integration can be found with name Merit Aktiva)

To activate the integration, you need to know which version of Merit Aktiva you're using. Finnish and Estonian customers have different URLs.

URL for Estonia: https://aktiva.merit.ee
URL for Finland: https://aktiva.meritaktiva.fi

• Activate Merit Aktiva

• Add your URL to the address field in your browser

• Add API ID and API key to Heeros PSA's integration

• Save.

3. Unifying data

3.1 Invoice VAT codes

Unify your VAT codes in Heeros PSA and Merit Aktiva in the VAT codes section of the integration's settings.

Add the VAT codes to Heeros PSA:

1. Click Add VAT Code

2. Name Merit Aktiva VAT code

3. Add VAT percentage

4. Add integration ID. You can copy these from Merit Aktiva's settings*

5. Configure default VAT codes by clicking the selection under Default.

*Merit Aktiva integration IDs can be found in Settings > Accounting settings > VAT settings.

You can also export the information to Excel and copy it from there to make things easier.

3.2 VAT configuration on invoices

When you create an invoice in Heeros PSA, define the VAT codes on the invoice by selecting it from the invoice settings.

4. Products

Each invoice row needs a product so that the products will be transferred to Merit Aktiva correctly. First add them to Heeros PSA product register with the export file or manually.

If Heeros PSA's invoice has a product that isn't in Merit Aktiva, the product will be added to the product register during the transfer.

4.1 Configuring products in settings

Products need to have "Product" from Merit Aktiva on Heeros PSA's invoice that unifies invoice rows in Heeros PSA with Merit Aktiva's sales accounts automatically when the invoice is created.

1. Click "Add Product" in Heeros PSA's Merit Aktiva integration settings

2. Name the products (max 20 characters)

3. Set the default product that always appears on the invoices automatically.

4.2 Targeting products on invoice rows

1. Create an invoice in Heeros PSA.

2. Select product to the invoice row

3. Click "Show accounting"

4. Select Product to which the invoice row is targeted

You can change the product in the drop-down menu, as in this example.

5. Importing customers

You can export customers from Merit Aktiva by clicking Get Customers.

If there is already a customer with the same company ID number, only the details will be updated.

Note!

Country code in the customer address details should be e.g. FI (not Finland).

6. Sending invoices

You can send one or more invoice at once from Heeros PSA to Merit Aktiva.

Select:

1. Invoices to be sent by clicking the check boxes.

2. Send Merit Aktiva from Print & Export drop-down menu

Note!

Atttachments on invoices will not be exported at this time.