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

This article explains how to connect Silverfin with Bocount2009 to synchronise bookkeeping data. Once the connection is established and the synchronisation is set up in a client file, any changes made in Bocount2009 will sync with Silverfin.

To connect an individual client file to Bocount2009, see How to set up synchronisation with Bocount2009 in a file?


How to set up synchronisation with Bocount2009 at firm level?

Only users with admin rights can set up synchronisation at firm level.

To establish the connection, please 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, select Connect to Bocount2009, then click Connect.
  4. Complete the fields on the Synchronise with Bocount2009 screen:
    • Name: the name you give to the sync entity.
    • Base URL: a URL that starts with https://.
    • Username: for instance Silverfin.
    • Password: your password.
    • Default Company: usually DEFAULT or STANDAARDDOSSIER. If in doubt, please contact your Bocount supplier.
    • SSL Version: you may need to set the SSL version explicitly. If in doubt, please contact your Bocount supplier.
    Click Set up synchronisation with Bocount2009.