9a0bf7bb0e
task 2918697 closes odoo/documentation#3416 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
67 lines
2.3 KiB
ReStructuredText
67 lines
2.3 KiB
ReStructuredText
=====================
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Silverfin integration
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=====================
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`Silverfin <https://www.silverfin.com>`_ is a third-party service provider that offers a cloud
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platform for accountants.
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Odoo and Silverfin provide an integration to automate the synchronization of data.
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Configuration
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=============
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To configure this integration, you need to input the following data into your Silverfin account:
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- user's email address
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- :ref:`Odoo API key <silverfin/api-key>`
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- URL of the Odoo database
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- name of your Odoo database
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.. _silverfin/api-key:
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Odoo API key
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------------
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You can create Odoo external API keys either :ref:`for a single database <silverfin/api-singledb>`
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(hosting: Odoo Online, On-premise, and Odoo.sh) or :ref:`for multiple databases managed by a user
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<silverfin/api-multipledb>` (hosting: Odoo Online).
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.. important::
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- These API keys are personal and provide full access to your user account. Store it securely.
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- You can copy the API key only at its creation, and you cannot retrieve it later.
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- If you need it again, create a new API key (and delete the old one).
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.. seealso::
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:doc:`/developer/api/external_api`
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.. _silverfin/api-singledb:
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One key per database
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~~~~~~~~~~~~~~~~~~~~
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To create a new API key valid for a single database, click on the user menu, then on
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:guilabel:`My Profile`. Under the :guilabel:`Account Security` tab, click on :guilabel:`New API
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key`, confirm your password, give a descriptive name to your new key, and copy the new API key.
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.. image:: silverfin/api-key-db.png
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:align: center
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:alt: creation of an Odoo external API key for a database
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.. seealso::
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:ref:`api/external_api/keys`
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.. _silverfin/api-multipledb:
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One key for multiple databases (fiduciaries)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To create a new API key valid for all the databases of a single user **(the easiest for
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fiduciaries)**, navigate to `Odoo's website <https://www.odoo.com>`_ and sign in with your
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administrator account. Next, open `your account security settings in developer mode
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<https://www.odoo.com/my/security?debug=1>`_, click on :guilabel:`New API Key`, confirm your
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password, give a descriptive name to your new key, and copy the new API key.
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.. image:: silverfin/api-key-user.png
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:align: center
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:alt: creation of an Odoo external API key for an Odoo user
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