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This article provides a step-by-step guide for setting up synchronisation between Afas and Silverfin, covering the process of adding a new app connector, importing GetConnectors, generating and submitting a Token, and synchronising your file with Afas.
Table of contents
- How can I set up synchronisation with Afas on the office level?
- How can I obtain a Token?
- What is my Environment ID?
- How can I sync my files with AFAS?
How can I set up synchronisation with Afas on the office level?
To set this up, follow these steps. Please note this can only be done by users who have admin rights in Silverfin.
- 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 Afas sync and click 'Connect'.
- Fill in the Name, Token and Environment ID.
How can I obtain a Token?
Step 1: Add the App Connector
- Log in to AFAS.
- Navigate to General>Manage>App connector.
- Click on New.
- Add a new App connector using these settings:
a. Description: Silverfin
b. Automatically generate token: Yes
c. Create a new user group: Yes
d. Create a new user: Yes
Step 2: Add GetConnectors
- In the App Connector wizard, proceed to the next step for adding GetConnectors.
- Click Actions > Import to import the GetConnectors found at the bottom of this article (in the attachment).
Step 3: Generate a Token
- Click 'Finish'.
- Add generated Token in the synchronisation wizard.
Token should be added in the following format: <token><version>1</version><data>58A1C697C5F3476F838199C0412F625C4F2C46E4CEA6735454FDBB9EEBEBD48</data></token>
What is my Environment ID?
Your environment URL in AFAS looks like this: https://12345.rest.afas.online/. The number part (in this example 12345) is your unique Environment ID.
How can I sync my files with AFAS?
To link existing synchronisation with the client file, please perform the following steps:
- Go to the file and click on 'Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios.
- If you have chosen the first scenario, you will be promoted to set up sync transfer date.
- Choose the AFAS sync from the drop-down menu and a sync reference.
AFAS synchronisation faces challenges with large files and can be time-consuming. We don't currently foreseen any synchronisation updates. For large files, we suggest upload the data manually.
Does Silverfin support sync of documents from AFAS?
No, Silverfin doesn't support syncing documents from AFAS.