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This article explains how to link a Silverfin client file to CegidCloud to synchronise bookkeeping data. Once the connection is established, any changes made in CegidCloud will sync with Silverfin.
To link an existing CegidCloud synchronisation to your client file, follow these steps:
- On the client file overview page, click the client file name at the top of the left panel and choose Edit Client.
- Click the Sync tab.
- Click Set up Sync.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be prompted to set the sync start date.
- Choose CegidCloud from the list of available synchronisations and choose a sync reference.
- Save changes.
Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows on the top right.
Synchronisation with CegidCloud has to be set up at firm level before you can link it to a client file. For those steps, see How to set up synchronisation with CegidCloud at firm level?