Clari Setup Guide

Prerequisites

• An API Token

Setup Guide

1. Sign in to your Clari account.
2. Navigate to User Settings > API Token
3. Click Generate New API Token
4. Enter a name and click Generate New Token. Save it for future reference.
5. Find your forecast ID from the URL of your Forecast Tab. Save it for future reference.
6. On Matia, Enter the API Token and Forecast IDs that you have created using your Clari account. These fields are used for authorization to your account.
7. Enter a Name for the connector.
8. (Optional) Enter a Description for the connector.
9. Select the Owner of the connector.
10. (Optional) Verify that your Clari account is successfully connected by clicking on Test Connection.
11. Click Connect.