User Roles | Admin | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
This article explains how to connect Silverfin with Yuki to synchronise accounting data. Once the connection is established and sync is set up in a file, any changes made in Yuki will sync with Silverfin.
Table of contents
- How to set up synchronisation with Yuki on the firm level?
- How to obtain Yuki Webservice access key (API-key) from Yuki?
How to set up synchronisation with Yuki on the firm level?
Only users with admin rights can set up synchronisation on the firm level.
To establish the connection, 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 Yuki sync and click 'Connect'.
- Fill in the relevant fields.
How to obtain Yuki Webservice access key (API-key) from Yuki?
To obtain the key, please read the following article published on Yuki website.