To synchronise administrative data from AdminConsult (AdminIS), Central File Management, KluwerOffice, or Adsolut with Silverfin, you must first request your CSM to establish a working connection for each package.
For Fid-Manager, you also need to contact your CSM or Support with the required details. This article will guide you on what information you need to provide.
Do you wish to set up synchronisation with AdminPulse? If so, you can accomplish this at the office level by following the steps described in the following article: How can I set up a synchronisation with my accounting software? After establishing the connection, you can proceed to follow the steps below to link it in your file.
Jump immediately to the right topic:
- How can I set up my administration sync in a file?
- When does the administration data in my file get updated through my administration sync?
- Are changes made in your administration sync automatically reflected in the templates?
How can I set up my administration sync in a file?
Once connected to your administration sync, you can start using the sync in your files by following these steps:
Go to edit client.
Next, click on the Sync tab(1) and on plus sign next to Administration sync (2).
1) Select the appropriate admin sync from the dropdown. You will only see admin syncs here that are already connected to your environment.
2) Choose the correct company reference from the dropdown. It's usually a name of the file.
3) The Administration sync reference field is filled in automatically once the company reference has been selected (2). It is recommended not to edit this field, as it may result in importing the wrong reference or causing the sync to fail.
Click on the button Save changes.
The synchronisation is now established, and the available data (company name, address data, shareholders, etc.) has been imported. If the name of your file did not already match the company name of the reference, it will be updated to match the company name from the administrative synchronisation.
When does the administration data in my file get updated through my administration sync?
Each night, just like the synchronisation of accounting data, the latest administration data will be retrieved. If you wish to fetch changes immediately, you have two options to do so:
1) Synchronise your file via the sync arrows in the file. Here, not only your latest accounting data but also your administration data will be synchronised.
2) If you only want to update the administration data, then go to Edit file -> Sync -> and then press the synchronisation arrows for file data synchronisation.
In templates where administration data can be automatically filled in (such as Legal documents - Shareholders/Associates & Governance body/Managers), if the data in the template does not match the data fetched from the administration sync, you will see a yellow bar appear. You have a full control to decide whether you wish to overwrite the data with the latest information.
Once you select Use the data from (name of the sync) the data from your administration sync will overwrite the fields with the most recent data retrieved from your administration sync.
Good to know: If you manually overwrite fields in the template, a yellow bar might appear. This happens because the data at that moment differs from what is seen in your admin package. If the change you made in the template is not reflected in your admin package, you can safely ignore the yellow bar.