Clear Books

Learn about our Clear Books integration.

You can read accounting data from Clear Books using our Clear Books integration.

Clear Books provides online accounting software for UK-based small businesses.

Set up the integration

No application registration is required for the Clear Books integration to work. While linking their data, the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user is asked to enter their APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. key as shown:

To find their APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. key, the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user does the following:

1. Logs in to their Clear Books account.

2. Selects Settings > Configure system > APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys from the menu bar.

   

3. Selects Provide required information, then provides the following information:

   1. Under Intended APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. usage, selects the second option: I want to connect Clear Books with a piece of third-party software, exclusively for my own use.
   2. Under Third-party software information, enters the name of your app or website in the first box and "Codat" in the second box.

Their APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. key is now available to copy from the APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. keys page (under SOAP APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.).

Enable the Clear Books integration

1. In the Codat Portal, go to the Accounting integrations page.
2. Locate Clear Books and click the toggle to enable the integration.

You can also click Manage to view the integration's settings page, and then enable the integration from there.