How do I connect with Clearfacts?

Clearfacts is a digital document platform that allows you to share invoices, credit notes and other accounting documents with your accountant. Through the integration between Sage Cloud Demat Invoicing and Clearfacts, you can send documents directly to your accountant’s Clearfacts file.

Setting up the integration

The integration is set up from Clearfacts via Single Sign-On (SSO):

1. Log in to your Clearfacts account
2. Navigate to Apps in the menu

3. Find the Sage Cloud Demat Invoicing app and click on it

4. You will be automatically redirected to Sage Cloud Demat Invoicing via Single Sign-On

What happens after logging in?

• Existing file: If your company already has a Sage Cloud Demat Invoicing account, it will be automatically linked to your Clearfacts account.
• New file: If you don’t have a Sage Cloud Demat Invoicing account yet, a free trial will be automatically started.

From that moment on, your Sage Cloud Demat Invoicing and Clearfacts accounts are connected.

Sending documents to Clearfacts

Once the integration is active, Clearfacts appears as an export option in Sage Cloud Demat Invoicing:

1. Go to the Invoices, Credit Notes or Expenses module
2. Click on Export
3. Choose Clearfacts as the export destination
4. Check the documents you want to export
5. Click on Start Export

The selected documents will now be automatically sent to your Clearfacts file and will be visible to your accountant.

💡 Tip: You can only export documents that you have already sent to your end customer.

The Sage Cloud Demat Invoicing button is not visible in Clearfacts?

Can’t see the Sage Cloud Demat Invoicing app in the Clearfacts Apps overview? This means the app has not yet been activated for your file.

What can you do?

Contact your dealer or accountant and ask them to activate the Sage Cloud Demat Invoicing app in Clearfacts. They can set this up through the Clearfacts admin portal.

Problems with the integration?

Are you getting an error message when connecting? Check the following:

• Make sure you are logged in with the correct Clearfacts account
• Check if the Sage Cloud Demat Invoicing app has been activated (see above)
• Try logging in again through Clearfacts