The following preparations are needed to set up Clearhaus PayMatch by IEX.
1. Create API keys
To connect to Clearhaus a Client ID and Client secret is needed. These are generated by creating an Oauth user in Clearhaus.
Click Select environment
Select Manage [Production]
Log in with your Clearhaus user
Press NEW OAUTH CLIENT
Fill out the fields with the following IEX contact information:
Contact email: [email protected]
Description: For IEX PayMatch
Press CREATE OAUTH CLIENT
Copy the Client ID and Client Secret, and insert into the IEX dashboard or send to the IEX technician, when the information is asked for.
Preparations in your accounting system
Clearhaus PayMatch requires some preparations in your accounting system.
Which preparations are needed, depends on the accounting system, and which method for settlement, you wish to use.
PayMatch for Visma e-conomic - Settlement with validation of amounts:
Here you'll find a checklist for, which preparations are needed with a PayMatch solution for Visma e-conomic, in which the settlement is handled with a validation of amounts