Silverfin integration

Silverfin is a third-party service provider that offers a cloud platform for accountants.

SotaERP and Silverfin provide an integration to automate the synchronization of data.

Configuration

To configure this integration, you need to input the following data into your Silverfin account:

  • user’s email address

  • SotaERP API key

  • URL of the SotaERP database

  • name of your SotaERP database

SotaERP API key

You can create SotaERP external API keys either for a single database (hosting: SotaERP Online, On-premise) or for all databases managed by a single user (hosting: SotaERP Online).

Important

  • These API keys are personal and provide full access to your user account. Store it securely.

  • You can copy the API key only at its creation. It is not possible to retrieve it later.

  • If you need it again, create a new API key (and delete the old one).

See also

/developer/reference/external_api

Per database

To add an API key to a single database, connect to the database, enable the developer mode, click on the user menu, and then My Profile / Preferences. Under the Account Security tab, click on New API Key, confirm your password, give a descriptive name to your new key, and copy the API key.

creation of an SotaERP external API key for a database

See also

api/external_api/keys