Silverfin 集成

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

Odoo和Silverfin提供了一种集成方案,可以自动同步数据。

配置

要配置此集成,您需要将以下数据输入到您的Silverfin帐户中:

  • 用户的电子邮件地址

  • Odoo API key

  • Odoo数据库的URL

  • 您的Odoo数据库名称

Odoo API密钥

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

重要

  • 这些 API 密钥是个人的,并且提供对您的用户帐户的完全访问权限。请妥善保管。

  • You can copy the API key only at its creation. It is not possible to retrieve it later.

  • 如果需要再次使用,请创建一个新的API密钥(并删除旧的密钥)。

另请参阅

外部 API

Per database

To add an API key to a single database, connect to the database, enable the developer mode, click on the user menu, and then My Profile / Preferences. Under the Account Security tab, click on New API Key, confirm your password, give a descriptive name to your new key, and copy the API key.

为数据库创建Odoo外部API密钥

另请参阅

API密钥

For all databases (fiduciaries)

To add an API key to all databases managed by a single user at the same time (the easiest method 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.

小技巧

Open the database manager to view all databases that will be linked to the single API key.

为Odoo用户创建Odoo外部API密钥