To synchronize the figures from your file with Silverfin, you need to have an active synchronisation in the first place.


Synchronisation with an online (cloud) package is completely free and requires only a few details: for ExactOnline, we ask you to log in with your account; for Yuki, a valid access key; and for Octopus, a valid login and password.

Synchronisation with offline packages (server / On-premise) requires access to the central server where the files are stored, where we install a Silverfin Sync service. For this, it's best to contact your Customer Success Manager (CSM) so we can arrange it for you. Keep in mind that a server installation requires maintenance and is not free. More information can be obtained from your CSM.


Once this connection is established, you can link the synchronisation to your file.


By clicking on the highlighted link, you can jump immediately to the right topic:


How to connect each cloud package?

For the following cloud packages,  you can connect them yourself at firm level :

Exact Online (BE)
Exact Online (NL)
Exact Online (FR)
Yuki
Sage Business Cloud Accounting
Twinfield
AdminPulse (administrative synchronisatie)
Odoo
Horus
BoCountODataV4 (365 Business Central met BoCount extensie)
Cegid API


For a few packages, it is needed to connect them in the client file :

Xero
XeroTB
Quickbooks
E-conomic


For the following packages, you need to contact your CSM or support with the necessary information:

Companies House

Octopus (Dutch - French)

Winbooks On Web (Dutch - French)

WingsOnline (Dutch - French)

AFAS (Dutch)

Fid-manager (administrative synchronisation) (Dutch - French)


If you have another package, please check if we already support this. If so, be sure to contact us for more information.


Have you already connected your package? Then you can immediately link the synchronisation to your client file.


If you have a package that you can connect via firm level that is not connected yet, you can discover how to do this through the following steps:


Connect your cloud package via firm level

If you're not an admin user, please contact an admin user within your firm.

As an admin user, go to the "Syncs" tab at the firm level. Then click on "Add new sync."


Select the package you want to connect from the menu.


When you click connect, you'll have several options.

You may be redirected to the login page of the correct accounting software, where you log in with the correct account and automatically return to Silverfin. The Sync entity is then created, for example, SageBusinessCloudAccounting, ExactOnline,....


Another option is that you come to a new screen where you need to enter the necessary details. Fill in all the required information and click "Set up synchronisation with...".


From now on, synchronisation is set up at the firm level and can be used in client files by following the steps on how to link the synchronisation to your client file.


Connect a client file to Xero, XeroTB, Quickbooks or E-conomic

The following steps are equal for Xero, XeroTB, Quickbooks or E-conomic.


For Xero there are 2 options:


  1. Xero syncs all the transactional data for every account. 
  2. XeroTB only sync the totals for the accounts. We recommend using this if you are using more than one currency in the file. For more information, see the dedicated article on XeroTB.


When creating a new client file:

Select first the option 'Directly from the bookkeeping system' (1).

Select afterwards at the 'sync' dropdown the sync you want to set up (2).

You can choose to skip this step for now by choosing Excel or CSV. You can always set up the sync with Xero, XeroTB, Quickbooks and e-conomic in an existing client file.

When you click Save & Continue, you will be redirected to the accounting software login page. You need to log in with the credentials of the user who has access to the file you are trying to sync.


Set up the sync in an existing client file

Once a client file exists, you can set up a new sync via the following instructions below.

Once you enter the sync settings page, you will find the available syncs in the drop-down:


When you click 'Save changes', you will be redirected to the accounting software login page. You need to log in with the credentials of the user who has access to the file you are trying to sync.



Go to the file and click on 'edit client':


Then go to the 'sync' tab:


Click on 'set up sync':


You'll be taken to the next screen:

Choose whether you want to set up synchronisation from a specific date (with "Transfer date") (option 1) or if you want to replace all data with data from your accounting software (option 2).

For option 1, you'll come to this screen:


Option 2 gives you a similar screen, but without the "Transfer date" option.


For an On-Premise (Offline package), a sync reference is needed to retrieve the figures from the desired client file.

For the following accounting packages, this is the name of the folder on the server:

ExpertM

Wings

Winbooks

Venice

VeroCount

Sage Bob

Sage50

TopAccount

Adsolut

ORAS

Briljant

Popsy


For online packages (cloud) like Sage Business Cloud Accounting, Odoo, ExactOnline, Octopus, Yuki, etc., this reference is not necessary, as the client file will automatically appear in the list. You can select it based on the name or code it has received from your cloud accounting software (via a dropdown search field).


The fiscal years and the end of the first fiscal year are automatically filled in based on the data Silverfin receives from the accounting software (if these do not come through correctly in SF, you can always contact support to have them adjusted).


Once you click "save changes", the synchronisation will start. Depending on the size of the file, this may take a little longer the first time. In any case, these figures are automatically synchronised every night so that you always have the most recent figures in Silverfin by the next day.



Do you want to retrieve the latest figures during the day? This can always be done using the synchronisation arrows next to the client file name.