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Clarify v5 User Guide

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Welcome to Cleo Clarify v5
Cleo Clarify supports every phase of business integration – building, integrating, and maintaining – in one simplified, streamlined product. An individual may create, test, and deploy integration processes from beginning to end, or Clarify can be used by teams with multiple participants and roles – including business analysts, developers, and IT operations personnel.
Integrating Clarify with Other Applications
This set of topics describe how to configure Clarify to integrate with external applications, programs, and interfaces.
Integrating with Expense Management Platforms
Expense management systems are usually deployed by a business to process, pay, and audit employee-initiated expenses.

Welcome to Cleo Clarify v5
Cleo Clarify supports every phase of business integration – building, integrating, and maintaining – in one simplified, streamlined product. An individual may create, test, and deploy integration processes from beginning to end, or Clarify can be used by teams with multiple participants and roles – including business analysts, developers, and IT operations personnel.
- What's New in the Current Release
  Cleo Clarify v5 introduces several new features. Many of these are closely interconnected, supporting the functions of other features, editors, and resources. For the latest feature descriptions, please refer to the Clarify v5 Release Notes on the Support Portal of Cleo.com.
- Getting Started
  Clarify is a platform-independent business integration middleware that tackles a wide variety of business integration requirements. It supports Business-to-Business, Application, Data, and Cloud integration, with one investment in middleware, tools, and skills.
- Architecture
  Clarify is divided into two components: a design-time environment (Clarify Studio) and a runtime environment (Clarify Server).
- Navigating the Studio
  Learn how the Studio is structured, and get familiar with its user interface.
- Guidelines and Recommendations
  Cleo recommends specific guidelines for creating, managing, testing, and deploying Projects, Packages, and objects.
- Sharing Resources
  Clarify supports options for sharing the same objects between different Projects, and for sharing the same objects and Projects between different users.
- Versioning & Synchronizing Projects
  Clarify provides an interface to the Subversion® version control system, which allows users to share their projects on repositories, where they are stored afterwards.
- Designing Integration Solutions
  This set of comprehensive topics describe the available resources, tools, and processes used to transform data as part of an integration solution.
- Promoting Resources to Servers (deployment)
  Promotion describes the act of moving different resources (mainly objects and Projects) into a server environment that can be used for testing or production-ready integration with external servers. The Studio provides two methods to promote resources – either locally or remotely.
- Integrating Clarify with Other Applications
  This set of topics describe how to configure Clarify to integrate with external applications, programs, and interfaces.
  - Integrating Clarify with other Cleo Products
  - Integrating with Salesforce or NetSuite
    Clarify allows you to quickly integrate with Salesforce or NetSuite, thanks to an intuitive, guided UI experience that helps you define and configure the resources needed to design and run processes, including complex inbound and outbound integrations, all based on external application data and events.
  - Integrating with ERP Platforms
    Enterprise resource planning (ERP) is business process management software allowing companies and organizations to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.
  - Integrating with other CRM Platforms
  - Integrating with E-Commerce Platforms
    E-Commerce software is a tool that drives all online store processes, helping owners manage inventory, add or remove products, process payments, compute taxes and fulfill orders, among many others. It offers all the things needed to run a retail site, effectively simplifying online store management.
  - Integrating with Finance Platforms
    Finance platforms are used to gather financial data and generate reports such as ledgers, trail balance data, overall balance sheets and quarterly financial statements.
  - Integrating with Payment Platforms
    A payment application is generally anything that stores, processes, or transmits card data electronically.
  - Integrating with Expense Management Platforms
    Expense management systems are usually deployed by a business to process, pay, and audit employee-initiated expenses.
    - Expensify
      Cleo's Cloud Application Connector lets you use Clarify to connect to and integrate with your Expensify application.
  - Notification API
    External programs use the Notification API to send notifications to Clarify Events, which in turn activate a Business Process. An external program may, for example, pre-populate data in a database, or trigger another program when changes are made on certain files or tables.
- System Maintenance
  The following topics discuss guidelines, provide recommendations and best practices, and explain available tooling which support good system management and health for your Clarify environments. Topics cover everything from backups and upgrades, to data purging and daily operational maintenance.
- Studio Installation and Configuration
  This set of topics provide installation procedures, system requirements and other configuration details for the Clarify Studio.
- Server Installation and Configuration
  This set of topics provide installation procedures, system requirements and other configuration details for the Clarify Server.

Integrating with Expense Management Platforms

Expense management systems are usually deployed by a business to process, pay, and audit employee-initiated expenses.

Expensify
Cleo's Cloud Application Connector lets you use Clarify to connect to and integrate with your Expensify application.

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