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This article explains how to prepare a Venice (C-logic) client file so that its figures can be synchronised with Silverfin. Venice is an on-premise package, so before any figures come through, a database file known as an ODBC has to be created manually in Venice for each client file.
Table of contents
- What is an ODBC and why does Venice need one?
- Can anyone create an ODBC for a client file?
- How do I create an ODBC in Venice?
- Why can't I find my client file in the list?
- What happens when a new fiscal year is added in Venice?
- Why can't an ODBC be created?
What is an ODBC and why does Venice need one?
To sync the figures from Venice with Silverfin, you need to carry out a manual step in Venice itself: for each client file, you need to create a database file, known as an ODBC.
An ODBC makes it possible to link to specific data in Venice, such as the bookkeeping history, which is what Silverfin wants to read.
Silverfin also needs a Windows user who not only has access to the server where the Venice data is stored, but can also read that data.
Can anyone create an ODBC for a client file?
This depends entirely on how Venice is configured for the user on their PC.
If the Windows user (so not the Venice user, but the user you log on to the PC with) belongs to a specific group on the Venice server (Pervasive_Admingroep, or is simply an admin user), that user can in principle create the ODBC.
An alternative is to log on to the Venice server itself as administrator, start Venice there and create the ODBC.
If anything is unclear, we recommend contacting the Venice helpdesk.
How do I create an ODBC in Venice?
- In the client file you want to sync with Silverfin, choose Beheer and then ODBC.
- In the screen that appears, the computer and the local path are already filled in. Enter a name for the client file here.
- Make sure that all tables are ticked under Venice > Instellingen > Parameters, as shown in the screen below.
- Click aanmaken to create the connection.
The name you enter here is the name Silverfin uses as the sync reference. In our sync with Venice, however, you can select the client file you want to sync directly in Silverfin (provided an ODBC has already been created for that client file), without having to enter the sync reference again in Silverfin.
In this step, the ODBC connection is created under the name you entered in step 2 (the Silverfin sync reference). You can now close this screen in Venice.
Why can't I find my client file in the list?
If you cannot see the client file in the list after creating an ODBC (as shown below), you only need to refresh the list.
You can do this by clicking the following symbol:
This runs through all client files that have an ODBC in Venice, after which your list is up to date. You therefore need to do this every time a new ODBC has been created.
What happens when a new fiscal year is added in Venice?
If a fiscal year has been added in Venice, the figures for that new fiscal year will not appear in Silverfin automatically. The ODBC then has to be created again from scratch in Venice, following the procedure described above, with the difference that the new fiscal year is included as well (if you tick the boekhouding category, this will happen automatically).
Why can't an ODBC be created?
You may come across the following screen:
This happens because the ODBC is being created with a user and/or in a client file that is protected. You can normally lift this protection through the Meer info option. Client files can be set so that their data must not be available externally, and an ODBC is exactly what allows that, hence the conflict.
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