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Before you begin - Sage Business Cloud

Before creating and using a Connector in Clarify, please review the following requirements and prerequisites.

Obtain your Connector Token (provided by Cleo)

A Connector Token enables you to securely connect Clarify to different external applications. As part of its fulfillment process, Cleo provides this token that will be used to create the Connector in the Clarify Studio. If you have not received instructions on how to obtain this token, please contact Support or your Customer Account Manager.

Create a Vault Entry for your API Account Authentication

To create a Connector, you must first store the authorization information in an Authorization Vault, which provides a secure storage location for API keys, tokens, username and passwords, headers, and other info used to authorize calls to external Web Services. In order for a Cloud Connector to work, this vault entry must exist and be configured for the external application you wish to communicate with.

The vault entry can be created from the Admin Console’s Settings | Auth Vault view, or directly from the Cloud Connector wizard (shown below). See Secure Authorization of Web Service Requests using a Clarify Server Vault to learn how to create a vault entry.

 

 

In order to create a vault entry for the Sage Accounting application, the following authentication information will be required.

  • OAuth API Key
  • OAuth API Secret
  • Signature Secret
  • APIM Subscription Key
  • Country Code
  • OAuth Callback URL
Note: Some information may be pre-populated. Bold indicates required.

Please refer to Sage Accounting developer documentation for instructions on how to obtain this information.

Current Clarify Studio and Server version requirements

Connector support is available in Cleo Clarify v4.17 and higher.

Specialized Licensing

The Application Connector requires a specialized server license. See your Customer Account Manager. 

Technical Assumption

Effective use of the Cleo Connector assumes the following:

  • You are familiar with the development and organization of your external application account.
  • You know the particulars of your data and the external processes to manage it.
  • You have a general understanding of how to create and share resources, and launch integration projects in Clarify.
 

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