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This article explains how to set up synchronisation with E-conomic sync during the creation of a new client file in Silverfin. Once the connection is established, any changes made in E-conomic will automatically sync with Silverfin.
Steps to set up E-conomic sync during client file creation
To establish a connection with E-conomic, it’s recommended to add the E-conomic sync when creating a new client file using the ‘Add New Client’ wizard.
- In the File setup step, in Data source section, choose 'Bookkeeping sync'.
- In Bookkeeping system section, Select E-conomic from the drop-down menu:
- Set up sync start date if applicable:
- Click Save and Continue. You will be redirected to the accounting software's login page.
- Log in using the credentials of a user who has access to the file you wish to sync.