| User Roles |  Admin | ✗Staff contributor | ✗External contributor | ✗Pulse user |
This article explains how to connect Silverfin with Octopus to synchronise bookkeeping data. Once the connection is established, any changes made in Octopus will sync with Silverfin.
Only users with admin rights can set up synchronisation at the firm level.
To establish the connection with Octopus on the firm level, please follow these steps:
- In the firm overview screen click on the 'Syncs' tab.
- Click the 'Add new sync' button and choose 'Bookkeeping sync'.
- From the drop-down menu, choose Octopus sync and click 'Connect'.
- Fill in the relevant fields and click 'Set up synchronisation with Octopus'.
Octopus Webservice
- Check if the Webservice is enabled in Octopus for files you wish to sync. The Webservice allows Silverfin to access and synchronise the files. Without it, access is not possible.
- Verify the permissions of the Octopus user. The user who sets up the connection between Octopus and Silverfin must be a Main user.
- Contact Octopus if you're unsure how to activate the Webservice.