> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/for-large-businesses/account-setup-and-settings/generate-authentication-tokens-for-erp-integration.md).

# Generate Authentication Tokens for ERP Integration

In this tutorial, you'll learn how to create an authentication or access token for product-level integration in Clear Finance Cloud. This token is essential for securely connecting your ERP system with Clear Finance Cloud products like **E Invoicing** and **GST**. Follow these steps to complete the process.

{% embed url="<https://youtu.be/JeuKyg2mH3A?si=A1zzrEx1Bpc-2iyM>" %}

{% stepper %}
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Go to **Settings** in Clear Finance Cloud. This is where you'll find all the configuration options for your account.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmYt8filrbBzJwlJEAq9A%2F0.png?alt=media\&token=2227ea34-7fef-411a-b8b9-a6a3a41da3ee)
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Under **Settings**, locate the **Integration** folder within the **Global Setting** section. This folder contains all the tools for integrating external systems.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FzieRgLbryifNfdkkdbtv%2F1.png?alt=media\&token=412abdbd-d1d3-4ab7-8059-faeb596c18d8)
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Click on **API Clients**. You'll see a list of API clients that have already been created. This is where you manage existing clients or create new ones.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fz1kkGS6jnHQEJegRWxeF%2F2.png?alt=media\&token=71c7629f-abb8-464f-90e7-9b7c079354cc)
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To create a new API client, click **Create API Client**. The workspace ID will automatically populate based on your account details.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCE9nvXtyksnpD4q1iLMe%2F3.png?alt=media\&token=de712c8b-efe1-42e6-9cba-e9a2396d2997)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F1y73F9QLoNDhELTK8Rzv%2F4.png?alt=media\&token=4199f82b-2864-4c92-9cb0-c8c3f043e126)
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{% step %}
Enter a label for the API client. Use a descriptive name, such as your ERP system's name, to make it easily identifiable later.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3oVfXcEfsL7kDDwlGzfU%2F5.png?alt=media\&token=d045f3fb-1fa5-4646-b98f-b770e23f0068)
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Select the products you want to integrate with your ERP. For example, choose **E Invoicing** and **GST** if those are the products you need.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FjGfh2uyAGjYB7QxfLTqF%2F6.png?alt=media\&token=e3a6701f-a75f-4223-8aa9-42fa8cc74371)
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Set the expiration for the API client. Choose an expiration option that fits your integration needs. For instance, select **Never Expires** if you want the token to remain valid indefinitely.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FirBnzxvGHMJDnEFS45Q9%2F7.png?alt=media\&token=3277ad41-7ada-4f2b-ad0e-5679de6ba857)
{% endstep %}

{% step %}
Provide a notification email ID. This ensures your team gets notified whenever a new authentication token is created or if there are updates related to the API client.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FIc2T5aMh2qUKoA5Z5bsj%2F8.png?alt=media\&token=8faea3ef-9928-474b-ab5a-7480e6ac6b2d)
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Click **Create** to finalize the API client setup.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F9m9jTt39PZqHooupLTbK%2F9.png?alt=media\&token=2d93413a-55cd-467b-bd6d-622420b03768)
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After creating the API client, you'll see the client secret details. Make sure to note these details securely, as they'll be required for generating the token.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhqlgX3qKeqKD3EkmtjyA%2F10.png?alt=media\&token=1654f5c3-c8c3-4eff-b184-4d168ac2bbb2)
{% endstep %}

{% step %}
Click **Generate Access Token** to create the authentication token. This token is what your ERP system will use to communicate with Clear Finance Cloud.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtXnws99Ip5RjZPcNhdtg%2F11.png?alt=media\&token=53990123-aa73-4679-83d4-a85d6533372f)
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Your authentication or access token is now ready. This token is unique and should be handled securely.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvlixruOaOk4bDBAYf6aA%2F12.png?alt=media\&token=71fcca0d-ecbd-421d-8551-d0a96f72771a)
{% endstep %}

{% step %}
Click **Copy** to copy the token. Share it with your ERP team so they can update the respective fields in your ERP system and start the product integration.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FUQTOaVmrhf2He6jZTgmO%2F13.png?alt=media\&token=a8816a50-f296-4043-9492-b14aec90474c)
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{% endstepper %}

That's it! You've successfully created an authentication or access token for product-level integration in Clear Finance Cloud. This token ensures a secure and seamless connection between your ERP system and Clear Finance Cloud products.