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

This article explains how to connect Silverfin with WingsOnline to synchronise bookkeeping data. Once the connection is established, any changes you make in WingsOnline sync with Silverfin.

Table of contents 

How do I connect WingsOnline at firm level?

To establish the connection with WingsOnline, 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 WingsOnline sync and click Connect.
  4. Fill in the relevant fields.

Once the sync exists at firm level, you still need to link it to each client file. See How to set up synchronisation with WingsOnline in a file?

What should I know before I set up the connection?

  • Only users with admin rights can set up synchronisation at firm level.
  • The username always starts with WINGSCLOUD\wings followed by a number. Be careful not to confuse this with the username you use to log in to the WingsOnline environment.
  • If you have any questions about the username, password or root path, contact WingsOnline Support.