# API

**URL:** https://community.silverfin.com/c/silverfin-api/6.md

[Latest](https://community.silverfin.com/latest.md) · [Categories](https://community.silverfin.com/categories.md) · [Tags](https://community.silverfin.com/tags.md)

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## [About Silverfin API](https://community.silverfin.com/t/about-silverfin-api/14)

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**Author:** [@Tim](https://community.silverfin.com/u/Tim)\
**Replies:** 3\
**Last updated:** [March 3, 2022, 1:47pm UTC](https://community.silverfin.com/t/about-silverfin-api/14 "2022-03-03T13:47:33Z")

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Questions and clarifications on the Silverfin API, a way to connect applications with Silverfin or automate administration tasks. Documentation can be found at https://api.getsilverfin.com/api\_docs. If you would like an…

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## [API Latest Changes](https://community.silverfin.com/t/api-latest-changes/408)

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**Author:** [@david](https://community.silverfin.com/u/david)\
**Replies:** 109\
**Last updated:** [August 25, 2026, 6:13am UTC](https://community.silverfin.com/t/api-latest-changes/408 "2026-08-25T06:13:08Z")

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Subscribe here to notifications about API changes 18/09/2017 When a PermanentDocument is of type PermanentMail, it will now have an extra attribute “attachments” which include the attachments added to this email, as an…

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## [API v.4.5.2 released](https://community.silverfin.com/t/api-v-4-5-2-released/2692)

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**Author:** [@Matej](https://community.silverfin.com/u/Matej)\
**Replies:** 0\
**Last updated:** [August 5, 2026, 10:25am UTC](https://community.silverfin.com/t/api-v-4-5-2-released/2692 "2026-08-05T10:25:21Z")

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We’ve just released v.4.5.2 with the following addition: Added read endpoints for client meetings, guarded by the new \`client\_meetings:read\` scope: \* \`GET /api/v4/f/{firm\_id}/companies/{company\_id}/client\_meetings\` l…

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## [Subject: Silverfin Development Environment – Directors and Shareholders Not Available in Period Data](https://community.silverfin.com/t/subject-silverfin-development-environment-directors-and-shareholders-not-available-in-period-data/2633)

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**Author:** [@Maarten\_Vandenhende](https://community.silverfin.com/u/Maarten_Vandenhende)\
**Replies:** 1\
**Last updated:** [June 3, 2026, 9:11am UTC](https://community.silverfin.com/t/subject-silverfin-development-environment-directors-and-shareholders-not-available-in-period-data/2633 "2026-06-03T09:11:17Z")

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Dear all, We have recently set up our Silverfin development environment and are currently working on further developing our statutory/judicial documents. To ensure that our changes do not unintentionally affect existin…

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## [Receiving year\_end is invalid](https://community.silverfin.com/t/receiving-year-end-is-invalid/2614)

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**Author:** [@TimothyHaerinck](https://community.silverfin.com/u/TimothyHaerinck)\
**Replies:** 1\
**Last updated:** [February 23, 2026, 12:54pm UTC](https://community.silverfin.com/t/receiving-year-end-is-invalid/2614 "2026-02-23T12:54:52Z")

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When we try to create a company through the API we receive the error “year\_end is invalid”. We are sending the following: “year\_end” : “2026-12-31“ which I assume is correct. This might be even at random, as we have re…

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## [Create company - bug group ids](https://community.silverfin.com/t/create-company-bug-group-ids/2592)

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**Author:** [@JelleBe](https://community.silverfin.com/u/JelleBe)\
**Replies:** 2\
**Last updated:** [October 29, 2025, 7:54am UTC](https://community.silverfin.com/t/create-company-bug-group-ids/2592 "2025-10-29T07:54:15Z")

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Hi When creating a company via the API, we try to immediately add certain groups via group Id (group\_ids), but it doesn’t work. What am I doing wrong here: Example: { “name”: “JL Tax Test”, “organisation\_form”: “BV”…

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## [API call get users - extra property pulse users](https://community.silverfin.com/t/api-call-get-users-extra-property-pulse-users/2579)

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**Author:** [@JelleBe](https://community.silverfin.com/u/JelleBe)\
**Replies:** 4\
**Last updated:** [September 22, 2025, 7:25am UTC](https://community.silverfin.com/t/api-call-get-users-extra-property-pulse-users/2579 "2025-09-22T07:25:22Z")

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Hi! We want to get a list of the external and pulse users. Unfortunately there is no difference between the two if we get the users via the API. They both have the property external (true), but we’re missing a property …

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## [Retrieve individual Exact Online transactions through the Silverfin API](https://community.silverfin.com/t/retrieve-individual-exact-online-transactions-through-the-silverfin-api/2585)

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**Author:** [@Jens\_Mostaert](https://community.silverfin.com/u/Jens_Mostaert)\
**Replies:** 1\
**Last updated:** [September 1, 2025, 7:07am UTC](https://community.silverfin.com/t/retrieve-individual-exact-online-transactions-through-the-silverfin-api/2585 "2025-09-01T07:07:25Z")

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We have a synchronisation in place between Exact Online and Silverfin. This allows us to see all individual transactions from Exact Online in Silverfin. We would now also like to access this data through the Silverfin AP…

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## [API call with customized reconciliations](https://community.silverfin.com/t/api-call-with-customized-reconciliations/2566)

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**Author:** [@JelleBe](https://community.silverfin.com/u/JelleBe)\
**Replies:** 4\
**Last updated:** [May 20, 2025, 9:48am UTC](https://community.silverfin.com/t/api-call-with-customized-reconciliations/2566 "2025-05-20T09:48:37Z")

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Hi We want to create a template where colleagues can choose which templates should be used. Can we then, based on the chosen reconciliation handles, create an export via the API with those specific handles ? So let’s s…

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## [Export bundles using the Silverfin API](https://community.silverfin.com/t/export-bundles-using-the-silverfin-api/2554)

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**Author:** [@Jens\_Mostaert](https://community.silverfin.com/u/Jens_Mostaert)\
**Replies:** 2\
**Last updated:** [March 19, 2025, 12:55pm UTC](https://community.silverfin.com/t/export-bundles-using-the-silverfin-api/2554 "2025-03-19T12:55:27Z")

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Dear, We’re currently working on automating the generation of specific export bundles using the Silverfin API — a process that is now performed manually through the web interface. While mapping the UI actions to API cal…

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## [Possible to Lock period via API?](https://community.silverfin.com/t/possible-to-lock-period-via-api/2111)

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**Author:** [@cbunger](https://community.silverfin.com/u/cbunger)\
**Replies:** 4\
**Last updated:** [December 9, 2024, 7:59am UTC](https://community.silverfin.com/t/possible-to-lock-period-via-api/2111 "2024-12-09T07:59:33Z")

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Hi, Is it possible to lock a period by use of the API?

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## [API Statistics - how to link the query and Silverfin](https://community.silverfin.com/t/api-statistics-how-to-link-the-query-and-silverfin/2516)

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**Author:** [@naders](https://community.silverfin.com/u/naders)\
**Replies:** 0\
**Last updated:** [June 28, 2024, 8:37am UTC](https://community.silverfin.com/t/api-statistics-how-to-link-the-query-and-silverfin/2516 "2024-06-28T08:37:56Z")

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Dear all, I would like to know if we could launch a request to reach some data from a database (i.e. Luxembourgish statistics website) and show the information in a workflow or a reconciliation ? The website has a DEV …

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## [Post a custom property to a reconciliation](https://community.silverfin.com/t/post-a-custom-property-to-a-reconciliation/2514)

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**Author:** [@Bjorn\_Lindroth](https://community.silverfin.com/u/Bjorn_Lindroth)\
**Replies:** 2\
**Last updated:** [June 13, 2024, 12:43pm UTC](https://community.silverfin.com/t/post-a-custom-property-to-a-reconciliation/2514 "2024-06-13T12:43:55Z")

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Hi! I am trying to create an import using the api-documenatation and have not problems doing this for normal custom properties. However, I cannot figure out how to import where the custom input is in a fori-loop. The pro…

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## [Retrieve nickname user](https://community.silverfin.com/t/retrieve-nickname-user/2477)

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**Author:** [@JelleBe](https://community.silverfin.com/u/JelleBe)\
**Replies:** 0\
**Last updated:** [December 7, 2023, 1:43pm UTC](https://community.silverfin.com/t/retrieve-nickname-user/2477 "2023-12-07T13:43:11Z")

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Hi We would like to retrieve the nicknames of the users in order to send messages via the API with the correct user linked. Currently we are having a lot of problem with this as some users have a ‘second’ account and ar…

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## [API - adding start period](https://community.silverfin.com/t/api-adding-start-period/2450)

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**Author:** [@JelleBe](https://community.silverfin.com/u/JelleBe)\
**Replies:** 2\
**Last updated:** [September 13, 2023, 12:27pm UTC](https://community.silverfin.com/t/api-adding-start-period/2450 "2023-09-13T12:27:56Z")

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Hi! Via the API we can set the end date (year\_end when creating a company & end\_date when adding a period). But can we also create the first period with the API when setting up a client? Let’s say we want to create a n…

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## [API: Filter results in a GET request](https://community.silverfin.com/t/api-filter-results-in-a-get-request/2164)

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**Author:** [@WardCornette](https://community.silverfin.com/u/WardCornette)\
**Replies:** 8\
**Last updated:** [August 31, 2023, 10:27am UTC](https://community.silverfin.com/t/api-filter-results-in-a-get-request/2164 "2023-08-31T10:27:43Z")

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Dear, Could anyone explain how we can filter the results of a GET request? For example, if I would like to get all companies with Country = “FR”. The request I constructed looks like this: {{url}}/api/v4/f/{{firmId}}/…

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## [API - push PDF using reconciliations](https://community.silverfin.com/t/api-push-pdf-using-reconciliations/2324)

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**Author:** [@Maarten\_Vandenhende](https://community.silverfin.com/u/Maarten_Vandenhende)\
**Replies:** 0\
**Last updated:** [July 28, 2022, 10:31am UTC](https://community.silverfin.com/t/api-push-pdf-using-reconciliations/2324 "2022-07-28T10:31:46Z")

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Hello, I am trying to use the Silverfin API to automatically fill in the values of the specific fields of the VAT declaration while also adding the VAT declaration itself into Silverfin as a pdf. Thus far, I have been a…

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## [Advice regarding bulk processing with API. Is there a limit?](https://community.silverfin.com/t/advice-regarding-bulk-processing-with-api-is-there-a-limit/2294)

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**Author:** [@ngrayfc](https://community.silverfin.com/u/ngrayfc)\
**Replies:** 4\
**Last updated:** [May 17, 2022, 12:48pm UTC](https://community.silverfin.com/t/advice-regarding-bulk-processing-with-api-is-there-a-limit/2294 "2022-05-17T12:48:36Z")

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Hi! Been using the API to pull company data but having issues as we seem to be hitting timeouts or being kicked off before finishing the process. This is the process we are doing: Getting all companies via: /v4/f/{r…

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## [Downloading Reconciliations in Bulk via API](https://community.silverfin.com/t/downloading-reconciliations-in-bulk-via-api/2248)

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**Author:** [@dougs](https://community.silverfin.com/u/dougs)\
**Replies:** 0\
**Last updated:** [February 22, 2022, 6:24pm UTC](https://community.silverfin.com/t/downloading-reconciliations-in-bulk-via-api/2248 "2022-02-22T18:24:41Z")

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This api call says to add .pdf or .xlsx but I’m not sure how to do that https://api.getsilverfin.com/api\_docs#!/financials/getV4FRootFirmIdCompaniesCompanyIdPeriodsPeriodIdReconciliationsReconciliationId Performing a g…

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## [How to see if a webhook is expired?](https://community.silverfin.com/t/how-to-see-if-a-webhook-is-expired/2155)

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**Author:** [@peterdv](https://community.silverfin.com/u/peterdv)\
**Replies:** 6\
**Last updated:** [October 7, 2021, 9:23am UTC](https://community.silverfin.com/t/how-to-see-if-a-webhook-is-expired/2155 "2021-10-07T09:23:19Z")

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Hello, How can I see if a webhook is expired? I know if it is, I need to delete it and then re-create it, but first I need to know of course … The only way I know now, is because the customer let me know that files ar…

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## [Docusign Integration : Additional fields](https://community.silverfin.com/t/docusign-integration-additional-fields/2087)

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**Author:** [@Nikhil](https://community.silverfin.com/u/Nikhil)\
**Replies:** 1\
**Last updated:** [May 10, 2021, 11:50am UTC](https://community.silverfin.com/t/docusign-integration-additional-fields/2087 "2021-05-10T11:50:48Z")

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HI Team, We have integrated Docusign with the silverfin and it is working as expected. Nevertheless, I have few questions, Is it possible to set a signing Order directly in silverfin, in which the user need to sign t…

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## [POST values to Bedrijfsparameters](https://community.silverfin.com/t/post-values-to-bedrijfsparameters/1802)

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**Author:** [@Maxime.Lambrechts](https://community.silverfin.com/u/Maxime.Lambrechts)\
**Replies:** 8\
**Last updated:** [March 15, 2021, 2:37pm UTC](https://community.silverfin.com/t/post-values-to-bedrijfsparameters/1802 "2021-03-15T14:37:50Z")

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Hi, We would like to POST company data (directors/shareholders/general meeting info/…) from our custom-made CRM-tool to “bedrijfsparameters” like Adminis’ administration sync. Which API endpoint could we use to achieve…

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## [Issue with sign\_markers in export\_pdf\_instances-endpoint](https://community.silverfin.com/t/issue-with-sign-markers-in-export-pdf-instances-endpoint/2015)

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**Author:** [@Maxime.Lambrechts](https://community.silverfin.com/u/Maxime.Lambrechts)\
**Replies:** 9\
**Last updated:** [March 1, 2021, 3:46pm UTC](https://community.silverfin.com/t/issue-with-sign-markers-in-export-pdf-instances-endpoint/2015 "2021-03-01T15:46:22Z")

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Hi, We would like to export pdf instances and send them to a third party app through API to handle our signing flow. For this we wanted to use the ‘export\_pdf\_instances’ endpoint. While testing (GET call to a specific …

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## [Sending a custom action to an action menu on the reconciliation text](https://community.silverfin.com/t/sending-a-custom-action-to-an-action-menu-on-the-reconciliation-text/2031)

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**Author:** [@MoonMoon](https://community.silverfin.com/u/MoonMoon)\
**Replies:** 1\
**Last updated:** [February 24, 2021, 1:53pm UTC](https://community.silverfin.com/t/sending-a-custom-action-to-an-action-menu-on-the-reconciliation-text/2031 "2021-02-24T13:53:16Z")

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Hello, I am trying to send a custom action into the action menu of a reconciliation text, but I’m getting an error concerning one of the parameters but I don’t see what is wrong with it because according to the document…

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## [GET results from templates through the API](https://community.silverfin.com/t/get-results-from-templates-through-the-api/1806)

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**Author:** [@ronald\_groot\_RSF](https://community.silverfin.com/u/ronald_groot_RSF)\
**Replies:** 2\
**Last updated:** [June 4, 2020, 10:10am UTC](https://community.silverfin.com/t/get-results-from-templates-through-the-api/1806 "2020-06-04T10:10:13Z")

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In my custom templates I’m generating result tags which post: The number of questions in the template The number of questions answered The number of question answered to help reconcile the template What I would like t…

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## [POST reconciliation data to account entry template](https://community.silverfin.com/t/post-reconciliation-data-to-account-entry-template/1578)

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**Author:** [@Maxime.Lambrechts](https://community.silverfin.com/u/Maxime.Lambrechts)\
**Replies:** 1\
**Last updated:** [October 9, 2019, 3:12pm UTC](https://community.silverfin.com/t/post-reconciliation-data-to-account-entry-template/1578 "2019-10-09T15:12:53Z")

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Hi, We were wondering if it’s possible to POST reconciliation data through API to the template of an individual account entry in a specific period (e.g. Workflow ‘Werkdossier’: Period 12/2018: 240000 MEUBILAIR). Could s…

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## [How can we fetch the char of accounts that is defined on company level? (from liquid code or from the Silverfin API)](https://community.silverfin.com/t/how-can-we-fetch-the-char-of-accounts-that-is-defined-on-company-level-from-liquid-code-or-from-the-silverfin-api/1217)

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**Author:** [@rumoerman](https://community.silverfin.com/u/rumoerman)\
**Replies:** 0\
**Last updated:** [September 25, 2018, 11:58am UTC](https://community.silverfin.com/t/how-can-we-fetch-the-char-of-accounts-that-is-defined-on-company-level-from-liquid-code-or-from-the-silverfin-api/1217 "2018-09-25T11:58:29Z")

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Dear, We want to be able to export the chart of accounts that is defined on the company parameters. Any idea whether we can fetch it with an API call? if we have the ability to list it in liquid, we can export it via …

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## [Deprecating TLS 1.0 & TLS 1.1 on 24/09/2018](https://community.silverfin.com/t/deprecating-tls-1-0-tls-1-1-on-24-09-2018/1132)

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**Author:** [@david](https://community.silverfin.com/u/david)\
**Replies:** 0\
**Last updated:** [August 20, 2018, 10:11am UTC](https://community.silverfin.com/t/deprecating-tls-1-0-tls-1-1-on-24-09-2018/1132 "2018-08-20T10:11:21Z")

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For security reasons we’re dropping support for all TLS versions before v1.2. This change will happen on September 24, 2018. From that date forward we will only support TLS v1.2 and up. To ensure continuous operation of…

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## [Managing custom object via the API](https://community.silverfin.com/t/managing-custom-object-via-the-api/996)

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**Author:** [@stijn.goethals](https://community.silverfin.com/u/stijn.goethals)\
**Replies:** 0\
**Last updated:** [June 14, 2018, 9:32am UTC](https://community.silverfin.com/t/managing-custom-object-via-the-api/996 "2018-06-14T09:32:47Z")

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For example if you have created your own template with some custom objects like ‘custom.some.object’, ‘company.custom.some.object’ or ‘period.custom.some.object’, is there any way to access and modify these objects via t…

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## [Sync archive to Pulse](https://community.silverfin.com/t/sync-archive-to-pulse/945)

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**Author:** [@AlanVandamme](https://community.silverfin.com/u/AlanVandamme)\
**Replies:** 3\
**Last updated:** [June 6, 2018, 8:21am UTC](https://community.silverfin.com/t/sync-archive-to-pulse/945 "2018-06-06T08:21:24Z")

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Hello We are busy to make one way sync connection from DMS to Silverfin Pulse. It’s the wish to sync realtime a complete folder structure with their documents. We know already we can add documents and delete documents …

[Next page](https://community.silverfin.com/c/silverfin-api/6.md?page=1)
