Before you begin

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).

In order to create a vault entry for the Zoho application, the following authentication information will be required:

(Zoho v2)

  • OAuth API Key
  • OAuth Callback URL
  • OAuth API Secret
  • Zoho Accounts Base URL
  • Zoho API Base URL

For more information, refer to the Getting Started topic on the Zoho CRM web page:

https://www.zoho.com/crm/help/getting-started/

Current Clarify Studio and Server version requirements

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

Specialised Licensing Required

The Application Connector requires a specialized server license. See your Customer Account Manager. If you need assistance applying your license, see the Licensing section of the Clarify v4 User Guide.

Technical Assumption

Effective use of the 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.