[ADD] accounting: configuration of silverfin integration

task-2918697

closes odoo/documentation#3356

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Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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Jonathan Castillo (jcs) 2023-01-18 14:28:36 +00:00
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reporting/overview
reporting/declarations
reporting/silverfin

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=====================
Silverfin integration
=====================
`Silverfin <https://www.silverfin.com>`_ 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 <silverfin/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 <https://www.odoo.com>`_ and sign in with your
administrator account. Next, open `your account security settings in developer mode
<https://www.odoo.com/my/security?debug=1>`_, 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`

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