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  • Introduction to ClearTax APIs
  • ☁️Clear Finance Cloud
    • Introduction to Clear Finance Cloud
    • Learn Clear Finance Cloud Basics
      • API client
      • Access token
      • FTP client
      • How to get Custom Upload Template ID?
    • CFC API Reference
      • Resources and Masters
        • Sale Document Line Object
        • Purchase Document Line Object
      • Generate Access Token API
      • Ingestion API
        • Ingest Documents via File
          • Get Pre-signed URL
          • Upload File to Storage
          • Trigger File Ingestion
          • Get File Ingestion Status
        • (Deprecated) Ingest Documents via JSON
    • Notifications
  • 🇮🇳GLS API
    • GLS API Reference
      • Resources and Masters
      • Advanced Ingestion API Reference
        • Get Pre-signed URL
        • Upload File to Storage
        • Create Ingestion Activity
        • Get Ingestion Activity Status
  • 🇮🇳GST API
    • Introduction to GST API
    • GST 2.0 API Reference
      • Upload Documents
    • GST FTP Magnet
  • 🇮🇳Max ITC API
    • Introduction to Max ITC API
    • Getting Started with Max ITC API
    • Max ITC API Reference
      • Resources and Masters
        • Input and output templates
        • Error Code Master
        • Learn Max ITC API Architecture
      • Max ITC APIs
        • Fetch Max ITC Configuration
        • Upload Purchase Documents
          • Ingest PR via File
          • (Deprecated) Ingest PR via JSON
        • Trigger Max ITC Workflow
        • Get Max ITC Results
        • Postman Collection
    • Max ITC FTP Magnet
  • 🇮🇳TDS API
    • Introduction to TDS API
    • TDS API Reference
      • Resources and Masters
        • Deduction Document Line Objects
        • Output Template(Error)
      • TDS APIs
        • Upload Deductions
          • Ingest Deductions via File
            • Get Pre-signed URL
            • Upload File to Storage
            • Trigger File Ingestion
            • Get File Ingestion Status
          • (Deprecated) Ingest Deductions via JSON
  • 🇮🇳E-Invoicing API
    • Introduction to E-Invoicing API
    • Learn E-Invoicing API Basics
      • How to get E-Invoicing User Auth Token?
      • How to scan the E-Invoice QR code?
      • How to add GSTIN to E-Invoicing?
        • Clear IRP API Credentials
    • Learn E-waybill API Basics
    • E-Invoicing API Reference
      • Setting up your account
      • Clear Schema
        • Generate IRN
        • Cancel IRN
        • Get E-Invoice PDF
        • Get E-Invoice by IRN
        • Generate E-Waybill by IRN
        • Generate E-Waybill for Non-IRN documents
        • Bulk Generate E-Waybill for Non-IRN documents
        • Cancel E-Waybill
        • Get E-Waybill PDF
        • Update E-Waybill Transporter ID
        • Update E-Waybill Part-B
        • Extend E-Waybill Validity
        • Generate/Regenerate Consolidated EWB
        • Get Consolidated EWB PDF
        • Initiate Multi-Vehicle E-Waybills
        • Update EWB Status from NIC
        • Download E-waybills by Others
        • Get E-Waybill Download Status
        • Get E-Waybills
        • Get latest E-Waybill status from Government
        • Generate B2C Payment QR Code
          • Generate B2C Payment QR Code (Lite)
        • Get Signed PDF
        • Sign PDF API Base 64 Encoded
        • Send an E-Invoice via Email
        • Get Invoice Details
      • Government Schema
        • Generate IRN
        • Cancel IRN
        • Get Invoice by IRN
        • Generate E-Waybill by IRN
      • Resources and Masters
        • E-Invoice Object
        • Country Code Master
        • State Code Master
        • Pincode Master
        • Pincode State Mapping Pattern
        • Port Code Master
        • Currency Code Master
        • UQC Master
        • Tax Rates
        • Error Codes
    • E-Invoicing FTP Magnet
  • 🇮🇳Invoicing API
    • Invoicing API Reference
      • Create an Invoice
      • Create Document (Non-Sale)
      • Download PDF of a Document
      • Get Document details
      • Resources and Master
        • Country Master
        • State Master
        • Pincode Master
        • Port Master
        • Currency Master
        • Unit Master
        • Document Types
        • Supply Types
  • 🇲🇾E-INVOICING MALAYSIA API
    • E-Invoicing Malaysia API Reference
      • Resources and Masters
        • Error resolution guide
        • Frequently asked questions (FAQs)
        • E-Invoice Object
      • Generate Access Token API
      • Malaysia E-Invoicing APIs
        • Generate E-Invoice for a Document
        • Status Check for Submitted E-Invoice
        • Cancel E-Invoice
        • Upload E-Invoice
        • Get Documents
        • Get E-Invoice PDF
        • Get Document via UUID
        • Delete Invoice
        • Send Bulk Email
        • Search Taxpayer Tin API
  • E-Invoicing FTP Magnet (XML)
  • E-Invoicing FTP Magnet (Excel)
  • 🇸🇦E-Invoicing KSA API
    • Introduction to E-Invoicing KSA API
    • Learn E-Invoicing KSA API Basics
      • How to get E-Invoicing KSA Auth Token?
      • How to add a VAT number to KSA E-Invoicing Account?
      • How to add Branch for existing Vat to KSA E-Invoicing Account ?
      • How to register a device for a VAT?
      • How to generate OTP on ERAD Portal?
      • How to get Print Template ID?
      • KSA E-Invoicing Integration Architecture
    • E-Invoicing KSA API Reference
      • Resources and Masters
        • E-Invoice Object
        • Error Details Object
        • Data Types
        • Code Lists
        • Common Errors and Resolution
      • Authentication
      • Generate Access Token API
      • KSA E-Invoicing APIs
        • Generate E-Invoice
          • Additional Standard (B2B) E-Invoice Examples
          • Additional Simplified (B2C) E-Invoice Examples
        • Generate E-Invoice Async
        • Generate E-Invoice via XML
        • Send Signed E-Invoice XML To ZATCA
        • Get Bulk Invoice Lite
        • Get Invoice
        • Get E-Invoice PDF
        • Get E-Invoice PDF/A-3 with PDF API
        • Register Device
        • Get PCSID Generation Status
        • Renew PCSID
        • Generate E-Invoice (Phase I)
        • Generate QR Code (Phase I)
        • Generate Device ID
        • Generate CSID and PCSID
        • Send E-Invoice via Email
        • Add Business units API
    • E-Invoicing KSA FTP Magnet
    • E-Invoicing KSA XML reporting FTP Magnet
  • 🧩Add-ons and Extensions
    • SAP Add-on
      • SAP Connectivity Checklist
        • Steps to import SSL/TLS certificates in SAP
        • Steps to check ICM settings in SAP
        • Steps to test connectivity in SAP
        • Steps to troubleshoot connectivity issues in SAP
    • Tally Add-on
  • Microsoft Dynamics 365(F&O)
  • General
    • Go-Live Cutover Activity Checklist
    • How to check DNS resolution?
    • How to check hostname reachability?
    • How to check if hostname is trusted?
    • How to get the SSL certificate of a host?
  • ⭐GST GSP API
    • Introduction to GST GSP API
    • Getting Started with GST GSP API
    • GST GSP API Reference
      • Sample API
    • Migrating from Karvy GST GSP
  • ⭐E-Waybill GSP API
    • Introduction to E-Waybill GSP API
    • Getting Started with EWB GSP API
      • How to register EWB GSP on NIC?
      • Sandbox GSTIN for EWB GSP
    • E-Waybill GSP API Reference
      • Sample API
    • Migrating from Karvy EWB GSP
  • ⭐E-Invoicing GSP API
    • Introduction to E-Invoicing GSP API
    • Getting Started with EINV GSP API
      • How to register EINV GSP on IRP?
      • Sandbox GSTIN for EINV GSP
    • E-Invoicing GSP API Reference
      • Sample API
  • Subscribe for Updates
  • 🚫(Deprecated) GST 1.0 API
    • (Deprecated) Introduction to GST API
    • (Deprecated) Learn GST API Basics
    • (Deprecated) Getting Started with GST API
      • (Deprecated) How to set up ClearTax account?
      • (Deprecated) How to authenticate API requests?
      • (Deprecated) How to upload an invoice from File?
      • (Deprecated) How to create custom import template?
    • (Deprecated) GST 1.0 API Reference
      • Taxpayer Information
      • (Deprecated) Invoices
      • (Deprecated) Bills of Supply
      • (Deprecated) Credit Debit Notes (CDN)
      • (Deprecated) Advances
      • (Deprecated) Resources and Masters
        • (Deprecated) How to read GST error response
        • (Deprecated) Unit of Measurement master
        • (Deprecated) State master
        • (Deprecated) Document Classification/Section Name master
      • (Deprecated) Items
      • (Deprecated) Contacts
      • (Deprecated) GST File Upload API Reference
  • 🚫Deprecated E-Waybill API
    • (Deprecated) Introduction to E-Waybill API
    • (Deprecated) Learn E-Waybill API Basics
    • (Deprecated) Getting Started with E-Waybill API
    • (Deprecated) E-Waybill API Reference
      • (Deprecated) Resources and Masters
        • (Deprecated) Unit Master
        • (Deprecated) State Master
        • (Deprecated) Error Master
      • (Deprecated) E-Waybill JSON API Reference
        • (Deprecated) Generating E-Waybill
        • (Deprecated) Getting E-Waybill
        • (Deprecated) Updating E-Waybill
        • (Deprecated) Extending Validity of E-Waybill
        • (Deprecated) Multi-vehicle E-Waybill
        • (Deprecated) Printing E-Waybill
        • (Deprecated) Cancelling E-Waybill
        • (Deprecated) Generating Consolidated E-Waybill
        • (Deprecated) Getting Consolidated E-Waybill
        • (Deprecated) Regenerating Consolidated E-Waybill
        • (Deprecated) Printing Consolidated E-Waybill
      • (Deprecated) E-Waybill File Upload API Reference
        • (Deprecated) Creating or Updating Documents
        • (Deprecated) Getting Upload Status
        • (Deprecated) Getting Upload Validation
        • (Deprecated) Getting Upload History
        • (Deprecated) Rate Limiting & Best Practices
    • (Deprecated) E-Waybill FTP Magnet
Powered by GitBook
On this page
  • 1. Get Clear production account
  • 2. Add business hierarchy
  • 3. Activate GSTINs
  • 4. Update production code configurations
  • 4.1 Update the hostname or base URL
  • 4.2 Update the client secret or access token
  • 5. Test connectivity from ERP to Clear API
  • 5.1 Ensure DNS resolution
  • 5.2 Ensure hostname is reachable from your ERP
  • 5.3 Ensure your ERP trusts Clear hostnames
  • 6. Done

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  1. General

Go-Live Cutover Activity Checklist

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Last updated 1 year ago

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After the completion of UAT, to migrate to the production environment proceed with the following steps:

1. Get Clear production account

If you do not have a Clear production account yet, contact your account manager or sign up here (India) or (KSA).

2. Add business hierarchy

Check if all the PANs, GSTINs, Branches are added in your Clear production account. If you need help setting this up, contact your account manager.

3. Activate GSTINs

  1. If you are using E-Invoicing or E-Waybill, update the NIC credentials against respective GSTIN on Clear. To know more, refer to

  2. If you are using GST or Max ITC, update the GSTN credentials against respective GSTIN and activate with OTP on Clear. To know more, refer to

4. Update production code configurations

4.1 Update the hostname or base URL

For more information on the hostname, refer to

4.2 Update the client secret or access token

5. Test connectivity from ERP to Clear API

5.1 Ensure DNS resolution

5.2 Ensure hostname is reachable from your ERP

5.3 Ensure your ERP trusts Clear hostnames

6. Done

Start using the integration from the production environment.

For more information on creating API client, refer to

In case you are using a never expiring access token, instead of updating the client secret, update the access token directly. For more information on generating an access token, refer to

For more information, refer to the guide on .

For more information, refer to the guide on .

For more information, refer to the guide on .

https://docs.cleartax.in/cleartax-docs/clear-finance-cloud/learn-clear-finance-cloud-basics/api-client
https://docs.cleartax.in/cleartax-docs/clear-finance-cloud/cfc-api-reference/generate-access-token-api
how to check DNS Resolution
how to check hostname reachability
how to check if hostname is trusted
https://app.clear.in
https://app.cleartax.com
https://docs.cleartax.in/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/set-up-business-unit
https://docs.cleartax.in/product-help-and-support/for-large-businesses/clearmax-itc/get-started-with-clearmax-itc
https://docs.cleartax.in/cleartax-docs/clear-finance-cloud/cfc-api-reference#2.-production-environment