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This article explains how to connect Silverfin file with Odoo to synchronise bookkeeping data. Once the connection is established, any changes made in Odoo will sync with Silverfin.
How to set up synchronisation with Odoo at the file level?
To link existing Odoo synchronisation with a client file, please perform the following steps:
- Go to the file and click on the 'Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
- Choose Odoo sync entity 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 next to the client file name.