Skip to main content

Clear Books

Learn about our Clear Books integration.

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

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

Data type coverage

View the coverage of our Clear Books integration in the Data coverage explorer.

Set up the integration

No application registration is required for the Clear Books integration to work. While linking their data, the SMB user is asked to enter their API key as shown:

To find their API key, the SMB user does the following:

  1. Logs in to their Clear Books account.

  2. Selects Settings > Configure system > API keys from the menu bar.

    Clear Book: SMB user selects API keys from Settings > Configure system in the menu bar.

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

    1. Under Intended API 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 API key is now available to copy from the API keys page (under SOAP API).

Clear Books: API keys page with the SMB user's API key highlighted under 'SOAP API'.

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.

Was this page useful?