Silverfin integration¶
Silverfin is a third-party service provider that offers a cloud platform for accountants.
CoquiAPPs and Silverfin provide an integration to automate the synchronization of data.
Configuration¶
To configure this integration, you need to input the following data into your Silverfin account:
user’s email address
URL of the CoquiAPPs database
name of your CoquiAPPs database
CoquiAPPs API key¶
You can create CoquiAPPs external API keys either for a single database (hosting: CoquiAPPs Online, On-premise, and CoquiAPPs.sh) or for multiple databases managed by a user (hosting: CoquiAPPs Online).
Important
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).
See also
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.
See also
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 CoquiAPPs’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.
