User Roles Admin✗Staff contributor ✗External contributor ✗Pulse user 

This article explains how to connect Silverfin with Twinfield to synchronise bookkeeping data at the firm level. Once the connection is established, any changes made in Twinfield will sync with Silverfin.

Table of contents 

How do I set up synchronisation with Twinfield at the firm level?

To establish the synchronisation with Twinfield at the firm level, follow these steps:

  1. Click Syncs in the left panel, under Firm configuration.
  2. Click the Add new sync button and choose Bookkeeping sync.
  3. From the drop-down menu, choose Connect to Twinfield sync and click Connect. Provide a name for your synchronisation.
  4. You will be redirected to the accounting software login page.
  • If the login page of Twinfield does not open, it may be because you are already logged in.
  • Only users with admin rights can set up synchronisation at the firm level.

Once the synchronisation exists at the firm level, it can be linked to a client file. Linking does not require admin rights: both Admin and Staff contributor users can do this. See How to set up synchronisation with Twinfield in a file?

Does Silverfin support sync of documents from Twinfield?

No, Silverfin does not support syncing documents from Twinfield.