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This article explains how to establish integration with Partena Professional, enabling you to automatically receive social balance data in Silverfin as soon as Partena compiles it.

Table of contents

How to set up integration between Silverfin and Partena Professional?

  1. Go to Silverfin Marketplace. 
  2. Search for Partena Professional and click on Read more.
  3. Click on Activate the integration with Partena here or go to https://www.partena-professional.be/en/customer-portal.
  4. In Partena, access the Accounting Output application.
  5. Hover over the menu item Documents & Reports and click on Social Balance. A list of available social balances will be displayed for the selected payroll unit.
  6. Click the Activate Silverfin connection button.
  7. Log in to Silverfin using your Silverfin credentials.
  8.  Once logged in, you will be redirected to the Accounting Output – Social Balance screen in Partena Professional. A label indicating Link with Silverfin established will confirm that the integration has been successfully set up.

Using the Integration with Partena Professional in Silverfin

Once the connection with Partena Professional is set up, you can effortlessly use the integration to retrieve data from Partena in the Social Balance Sheet template. 

  1. Go to Annual Accounts workflow. 
  2. Open the Social Balance Sheet template. 
  3. Click Actions > Partena Social Balance.