diff --git a/content/applications/finance/accounting/reporting.rst b/content/applications/finance/accounting/reporting.rst index a288ac20a..1a83f5ea2 100644 --- a/content/applications/finance/accounting/reporting.rst +++ b/content/applications/finance/accounting/reporting.rst @@ -9,3 +9,4 @@ Reporting reporting/overview reporting/declarations + reporting/silverfin diff --git a/content/applications/finance/accounting/reporting/silverfin.rst b/content/applications/finance/accounting/reporting/silverfin.rst new file mode 100644 index 000000000..325037da0 --- /dev/null +++ b/content/applications/finance/accounting/reporting/silverfin.rst @@ -0,0 +1,41 @@ +===================== +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 synchronisation of data. + +Configuration +============= + +To configure this integration, you need to input the following data into your Silverfin account: + +- user's email address +- :ref:`Odoo API key ` +- URL of the Odoo database +- name of your Odoo database + +.. _silverfin/api-key: + +Odoo API key +------------ + +To create a new API key, navigate to `Odoo's website `_ and sign in with your +administrator account. Next, open `your account security settings in developer mode +`_, click on :guilabel:`New API Key`, confirm your +password, give a descriptive name to your new key, and copy the new API key. + +.. important:: + - You can copy the API key only at its creation, and you cannot retrieve it later. + - The API key provides full access to your user account. Store it securely. + - If you need it again, create a new API key. + - You can delete your existing API keys from this same page. + +.. image:: silverfin/api-key.png + :align: center + :alt: creation of an Odoo external API key for an integration with Silverfin + +.. seealso:: + :doc:`/developer/api/external_api` diff --git a/content/applications/finance/accounting/reporting/silverfin/api-key.png b/content/applications/finance/accounting/reporting/silverfin/api-key.png new file mode 100644 index 000000000..be2fea141 Binary files /dev/null and b/content/applications/finance/accounting/reporting/silverfin/api-key.png differ