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This article explains how to set up synchronisation with E-conomic while creating a new client file in Silverfin. Once the connection is established, any changes made in E-conomic sync automatically with Silverfin. If the client file already exists, see How to set up synchronisation with E-conomic in an existing file?

Table of contents 

How do I set up an E-conomic sync when creating a new client file?

To establish a connection with E-conomic, we recommend adding the E-conomic sync while creating the client file, using the Add new client wizard.

  1. Click Start in the left panel, then click Add new client.
  2. In the File setup step, under Data source, choose Bookkeeping sync.
  3. Under Bookkeeping system, open the drop-down menu. To create a new connection, choose Connect to e-conomic. To reuse a connection that already exists in your firm, choose it under Existing syncs.
  4. If you want the sync to start from a specific date, go to the Advanced section, tick Only start syncing from a specific date and fill in Select date. We recommend choosing the start of a financial year.
  5. Click Save & Continue. You will be redirected to the E-conomic login page.
  6. Log in using the credentials of a user who has access to the file you want to sync.

Who can create client files in Silverfin?

  • New client files can be created by admin users, or by internal users who have been granted the necessary permissions.
  • Admin users can assign these permissions in the user settings.