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This article explains how to connect Silverfin with Yuki to synchronise accounting data. Once the connection is established, any changes made in Yuki will  sync with Silverfin.

Table of contents

How to set up synchronisation with Yuki on the firm level?

Only users with admin rights can set up synchronisation at the firm level.

To establish the connection, please follow these steps:

  1. In the firm overview screen click on the 'Syncs' tab.
  2. Click the 'Add new sync' button and choose 'Bookkeeping sync'. 
  3. From the drop-down menu, choose Yuki sync and click 'Connect'.
  4. 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.

How to set up synchronisation on the file level?

To link existing synchronisation with the client file, please perform the following steps:

  1. Go to the file and click on the ' Editclient' button.
  2. Click on the 'Sync' tab.
  3. Click 'Set up Sync'.
  4. Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
  5. Choose Yuki from the list of available synchronisations and choose  sync reference. 


Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows next to the client file name.

Does Silverfin support sync of documents from Yuki ?

Silverfin supports syncing documents. Once a document is linked to a transaction in Sage BCA, it will appear in Silverfin as well. Depending on the number of documents, it may take some time for all of them to become visible in Silverfin after the sync is complete.