What Katana asks for
The Katana connection form asks for three values: Subdomain, Email, and Password. It also has a Sandbox checkbox.
Subdomain: the first part of your Clarus web address, before the dot (for example, acme).
Email: the email of the Clarus user the integration signs in with.
Password: that Clarus user's password.
Leave Sandbox unchecked for your live Clarus account. Check it only when connecting to a Clarus mirror or test tenant (a clarus-mirror.co.uk address).
Find your credentials in Clarus
Sign in to Clarus as an administrator at your Clarus web address (for example, https://acme.clarus.co.uk).
Open your user administration screen, where your Clarus users are managed.
Create a new user for the Katana integration, or pick an existing user to dedicate to it. Set an email and password for that user.
A dedicated user is recommended, so you can revoke it without affecting anyone's access.
Clarus allows only one active session per user. If a person and the integration sign in as the same user, one logs the other out and the sync is interrupted.
Give the user access to the warehouses, stock, goods in, and goods out data you want to sync.
Enter that user's email and password as the Email and Password.
For Subdomain, enter only the first segment of your Clarus web address. For https://acme.clarus.co.uk, enter acme, with no https:// and nothing after it. The rest of the address can differ between Clarus environments.
If you're not sure which user to use or how to set one up, your Clarus contact can help. You can also contact Clarus support at [email protected]. Clarus's API documentation is at documentation.claruswms.co.uk.