70 lines
2.4 KiB
Markdown
70 lines
2.4 KiB
Markdown
# Silverfin integration
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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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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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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 all databases managed by a single 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. It is not possible to 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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:::
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:::{seealso}
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{doc}`/developer/reference/external_api`
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:::
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(silverfin-api-singledb)=
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#### Per database
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To add an API key to a **single** database, connect to the database, enable the {ref}`developer
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mode <developer-mode>`, click on the user menu, and then {guilabel}`My Profile` /
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{guilabel}`Preferences`. 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 API key.
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```{image} silverfin/api-key-db.png
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:alt: creation of an Odoo external API key for a database
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```
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:::{seealso}
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{ref}`api/external_api/keys`
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:::
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(silverfin-api-multipledb)=
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#### For all databases (fiduciaries)
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To add an API key to **all** databases managed by a single user at the same time **(the easiest
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method for fiduciaries)**, navigate to [Odoo's website](https://www.odoo.com) and sign in with
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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
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password, give a descriptive name to your new key, and copy the new API key.
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:::{tip}
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Open the [database manager](https://www.odoo.com/my/databases) to view all databases that will
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be linked to the single API key.
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:::
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```{image} silverfin/api-key-user.png
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:alt: creation of an Odoo external API key for an Odoo user
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```
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