Silverfin 财务对接

Silverfin is a third-party service provider that offers a cloud platform for accountants.

Odoo and Silverfin provide an integration to automate the synchronization of data.

配置

To configure this integration, you need to input the following data into your Silverfin account:

  • user’s email address

  • Odoo API key

  • URL of the Odoo database

  • name of your Odoo database

Odoo API key

You can create Odoo external API keys either for a single database (hosting: Odoo Online, On-premise, and Odoo.sh) or for multiple databases managed by a user (hosting: Odoo Online).

重要

  • These API keys are personal and provide full access to your user account. Store it securely.

  • You can copy the API key only at its creation, and you cannot retrieve it later.

  • If you need it again, create a new API key (and delete the old one).

参见

External API

One key per database

To create a new API key valid for a single database, click on the user menu, then on My Profile. Under the Account Security tab, click on New API key, confirm your password, give a descriptive name to your new key, and copy the new API key.

creation of an Odoo external API key for a database

参见

API Keys

One key for multiple databases (fiduciaries)

To create a new API key valid for all the databases of a single user (the easiest for fiduciaries), navigate to Odoo’s website and sign in with your administrator account. Next, open your account security settings in developer mode, click on New API Key, confirm your password, give a descriptive name to your new key, and copy the new API key.

creation of an Odoo external API key for an Odoo user