Integrating with Clari

Prerequisites

Clari Setup Creating an Authentication Token

Prerequisites

To connect Clari to Drivetrain, you need:

• An active Clari account

• Admin privileges on Clari

• Admin privileges in Drivetrain

Clari Setup

Drivetrain can connect to Clari using an API token from an admin account. To generate an API token, please follow the following steps:

Creating an Authentication Token

1. Log into your Clari account.

2. Go to User Settings.

3. Navigate to the API Token tab and click Generate New API Token.

4. Enter a Token Name and click Generate New Token.

5. After generating a token, make sure to keep it in a secure location as you won't be able to access it again.

1. If you revoke a token, any active integration that is using that token will break.

2. When deactivating a user, any tokens created by the user will be revoked (and thus break any active integration).

That’s it! Inform your customer success manager so that they can get started!