| User Roles |  Admin | ✗Staff contributor | ✗External contributor | ✗Pulse user |
To keep the synchronisation between your firm and Yuki running smoothly, you may need to update the API key (Webservice access key) used for authentication. Only users with admin rights can manage synchronisation settings at firm level. If you have not connected Yuki yet, see How to set up synchronisation with Yuki at firm level?
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How do I update the API key?
Follow these steps to adjust the credentials:
- Click Syncs in the left panel, under Firm configuration.
- Select the Yuki sync entity linked to the credentials you want to update.
- Click the Sync settings button.
- Update the API key and save your changes.
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.