| User Roles | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
This article explains how to connect Silverfin with Exact Online to synchronise book data. Once the connection is established, any changes made in Exact Online (EOL) will sync with Silverfin.
To establish the syntonisation with Exact Online on the firm level, please follow these steps:
- In the firm overview screen click on the 'Syncs' tab.
- Click the 'Add new sync' button and choose 'Bookkeeping sync'.
- From the drop-down menu, choose Exact Online sync and click 'Connect'. Provide a name to your synchronisation.
- You will be redirected to the accounting software login page.
- If the login page of Exact Online doesn’t open, it may be because you are already logged in.
- Only users with admin rights can set up synchronisation on the firm level.
Exact Online Premium
Did you upgrade to Exact Online premium? Note: It is not yet possible to access customer data via the API using the accountant's login credentials.
What can you do:
- As an alternative, an additional user can temporarily be added to access the customer data.
- User with admin rights should set up new sync entity in Silverfin, specifically for the customer.
- Detailed information can be found on the Exact Online website: Section: Accountant - klant koppeling.