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

This article explains how to connect Silverfin with Yuki at firm level to synchronise bookkeeping 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 do I set up the Yuki connection at firm level?

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

To establish the connection, please 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 Yuki and click Connect.
  4. Fill in the relevant fields.

How do I obtain the Yuki Webservice access key (API key)?

To obtain the key, please read the Yuki and Silverfin article published on the Yuki website. Please note that this article is only available in Dutch and French.