User RolesAdminStaff contributor✗External Contributor✗Pulse user

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

Table of contents 

How to set up synchronisation with Exact Online 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 'Edit client' 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 Exact Online from the list of available synchronisations and choose a sync reference.
  6. Save changes.  
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.

What should I do if I don't see all the references linked to Exact Online sync entity?

If some references are missing, ensure that the files you wish to synchronize are added to the Silverfin Application in Exact Online. Refer to the video below for guidance on how to complete this process.

After completing these steps, refresh the list of references in Silverfin. You can find the refresh button in the synchronisation setup section of the client file.