In order to get started using your own credentials for our Clear Books integration, you will need to first register your Clear Books application. After that, you will need to enter your Client ID and Client Secret on the RootFi dashboard. These steps are elaborated upon in detail below.

​
Register your Clear Books application

To obtain your unique client ID and secret, please log in to your dashboard and reach out to support here

​
Enter Your Client ID and Client Secret on the RootFi Dashboard

  1. Login to the RootFi dashboard
  2. Select the ‘Integrations’ tab on the sidebar - here you will see a list of platforms you can integrate with
  3. Click the ‘Set Up’ button which is present on the Clear books card.
  4. When the form opens up simply enter the ‘Client ID’ and ‘Client Secret’ which you generated on the Clear API Console and click ‘Save’