| User Roles | Admin | Staff contributor | ✗External contributor | ✗Pulse user |
This article provides an overview of the available fields that can currently be imported into Silverfin from your administration package through our synchronisation feature.
Table of contents
How does Silverfin integrate with your administration package?
Silverfin integrates with your administration package, allowing essential administrative data to be synchronised. This synchronised information is then used across various workflows, including legal documents and annual accounts.
Fields overview
The following sections outline the fields that can be synchronised from your administration package into Silverfin.
- If you notice that a specific field is not synchronising, even though it is marked as available, please reach out to our Support team.
- Some fields may only become available with future template updates.
- If you use an on-premise package, make sure you are running the latest version so that you can access all synchronisable fields.
When Admin Sync is active, it automatically updates your client info fields to ensure they stay up to date. Please note that manual changes made in Edit Client will be overwritten by the sync to maintain data integrity across your platforms.
Field categories
- Fields related to the company
- Fields related to persons
- Fields related to directors
- Fields related to shares
- Fields related to periods
Some fields are already available for synchronisation but are not yet used in templates. These will be included in upcoming reconciliation updates. Once those updates are implemented, the list will be updated automatically within the template. If you have built your own reconciliation, you can already use the associated liquid variables.
Admin