| User Roles |  Admin |  Staff contributor | ✗External contributor | ✗Pulse user |
This article explains how to connect a Silverfin client file with Sage Business Cloud Accounting (Sage BCA) to synchronise accounting data. Once the connection is established, any changes made in Sage BCA will sync with Silverfin.
How do I set up synchronisation with Sage Business Cloud Accounting in a client file?
The Sage BCA synchronisation must already exist at the firm level before you can link it to a client file. Setting it up at the firm level requires admin rights: see How to set up synchronisation with Sage Business Cloud Accounting sync? Linking the synchronisation to a client file does not require admin rights: both Admin and Staff contributor users can do this.
To link an existing synchronisation to the client file, follow these steps:
- On the client overview page, open the left-hand navigation panel and click Edit client.
- Click the Sync tab.
- Click Set up Sync.
- Choose one of the provided synchronisation scenarios.
- If you have chosen the first synchronisation scenario, you will be prompted to set the start date of the synchronisation.
- Choose Sage from the list of available synchronisations and select a sync reference.
When you are done, save your 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.