| User Roles |  Admin |  Staff contributor | ✗External Contributor | ✗Pulse user |
If your client manages their own bookkeeping and you are responsible for the finalisation in Silverfin, there are several ways to ensure the process runs smoothly. Below, you'll find instructions on how to import or synchronise the client file in Silverfin.
TABLE OF CONTENTS
How can I Import the external file into Silverfin?
There are two methods to import files into Silverfin:
Option 1: Manual upload in Silverfin
You can export data from an accounting software in Excel format and manually upload it into Silverfin. This method offers flexibility, as you can review and edit the data before importing it.
- Enter client file
- Click the button 'Upload file'
Option 2: Synchronisation
For accounting software such as Xero, Sage50, or QuickBooks, you can automatically synchronise data with Silverfin.
- Enter client file
- Click the button 'set up automatic sync'
Using external files in Silverfin
Once the data is imported, you can work with external files in the same way you would with internal ones. You can make adjustments in Silverfin without affecting the original bookkeeping records.