User Roles | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
This article explains how to connect Silverfin with Yuki 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 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?
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.
Only users with admin rights can set up synchronisation on the firm level.
How to obtain Yuki Webservice access key (API-key) from Yuki?
To obtain the key, please read the following article published on Yuki website.