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Authorization

Follow this guide to create a new Clari Revenue credential that will allow Nexla to authenticate to and exchange data with your Clari Revenue account.
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Clari Revenue

Prerequisites​

The Clari Revenue connector authenticates to the Clari API using an API token that is generated from within the Clari web application. The token is passed by Nexla as a bearer token in the Authorization header on every request, so the only credentials you need to gather before creating a Nexla credential are a valid API token and the Clari API base URL.

Generate a Clari API Token​

API tokens are created from your Clari user profile. Generating a token requires that your Clari user account has permission to access the relevant revenue, opportunity, audit, and ingest data, so confirm your account's access level with your Clari administrator before starting.

  1. Sign in to your Clari account at https://app.clari.com.

  2. Click your profile avatar in the top navigation, and select Settings to open your user settings.

  3. In the settings navigation, select API tokens.

  4. Click Generate new API token.

  5. Enter a descriptive Token name (for example, "Nexla Integration") so the token can be easily identified later, and then click Generate new token.

  6. Copy the generated API token and store it securely. You will paste this value into Nexla in the steps below.

    Important

    The API token is displayed only once at the time of creation and cannot be viewed again. If the token is lost, revoke it and generate a new one. Store the token in a secure location, as it grants access to your Clari revenue data.

For complete information about Clari API tokens, authentication, and available endpoints, refer to the official Clari developer documentation.

Create a Clari Revenue Credential​

  • To create a new Clari Revenue credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

Authentication Settings​

Clari Revenue uses API key authentication. Nexla sends the API token you provide as a bearer token in the Authorization header of each request to the Clari API.

  1. Enter the API token you generated in the Prerequisites section in the API Key field. This token authenticates Nexla with the Clari API and should be kept secure.

  2. Enter the Clari API base URL in the Base URL field. This value defaults to the Clari production environment, https://api.clari.com/v1, which is appropriate for most accounts. Modify this value only if your Clari account is provisioned to use a different API base URL.

    Nexla validates the credential by calling the Clari Get Limits endpoint ({base_url}/admin/limits). A successful validation confirms that the API token and base URL are correct.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.