7f6535dcc8
task-2918697 closes odoo/documentation#3354 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
42 lines
1.4 KiB
ReStructuredText
42 lines
1.4 KiB
ReStructuredText
=====================
|
|
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`
|