Generate Authentication Tokens for ERP Integration

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

Under Settings, locate the Integration folder within the Global Setting section. This folder contains all the tools for integrating external systems.

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.

To create a new API client, click Create API Client. The workspace ID will automatically populate based on your account details.

Enter a label for the API client. Use a descriptive name, such as your ERP system's name, to make it easily identifiable later.

Select the products you want to integrate with your ERP. For example, choose E Invoicing and GST if those are the products you need.

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.

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.

Click Create to finalize the API client setup.

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.

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

Your authentication or access token is now ready. This token is unique and should be handled securely.

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.