Silverfin integration

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

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

Configuração

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

  • user’s email address

  • Odoo API key

  • URL of the Odoo database

  • name of your Odoo database

Odoo API key

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

Importante

  • 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).

Veja também

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 Odoo external API key for a database

Veja também

API Keys

For all databases (fiduciaries)

To add an API key to all databases managed by a single user at the same time (the easiest method for fiduciaries), navigate to Odoo’s website and sign in with your administrator account. Next, open your account security settings in developer mode, click on New API Key, confirm your password, give a descriptive name to your new key, and copy the new API key.

Dica

Open the database manager to view all databases that will be linked to the single API key.

creation of an Odoo external API key for an Odoo user