YOUR FIRST STEPS

Get started with Clario.

Sign in with your Microsoft work account, then connect the systems you use to manage your customers.

Sign in to Clario See the connection steps ↓

Have your company work email and your usual Microsoft verification method ready.

01
INITIAL SETUP

Create your account.

WHAT YOU ARE APPROVING

Your identity for sign-in.

  • Sign you in with your Microsoft identity
  • Read your name and basic profile
  • Read your email address

Connections to customer data have their own approvals in the next section.

If Microsoft asks for admin approval

Ask your company tenant Global Administrator to approve the login app, then try again. If it has already been approved, Microsoft may skip the consent screen.

Microsoft may combine permission labels or also show “Maintain access to data you have given it access to.” Review the permissions displayed before accepting.

You are signed in when your Clario account opens.

02
AFTER SIGNING IN

Connect your systems.

Follow this order in the startup guide. Each connection has its own approval or credentials.

  1. 01

    Microsoft 365 tenants

    Start with your customer reporting.

    Who approvesA Global Administrator of each customer tenant

    What to doOn M365 Tenants, select Connect a tenant or Add New Tenant and approve the reporting app. Microsoft shows the exact tenant-wide permissions. Repeat for each tenant.

    Ready whenThe tenant appears and its first sync completes.

    Open M365 Tenants
  2. 02

    Microsoft Partner Center

    Bring your partner data into the same view.

    Who approvesYour partner tenant Global Administrator and a connecting user with Admin agent

    What to doIn Account Settings, save your Partner Tenant ID and select Connect. Your administrator approves the app, then the connecting user completes Sign in & Validate and MFA.

    Ready whenPartner Center shows Connected and its first sync completes.

    Open Account Settings
  3. 03

    PAX8

    Connect your distributor customers and subscriptions.

    Who approvesSomeone authorized to create PAX8 API credentials

    What to doIn PAX8, create an API credential. Copy the Client ID and Client Secret into Account Settings > PAX8 in Clario, then select Save Credentials. Keep the secret private.

    Ready whenCredentials are saved and the first sync completes.

    Open Account Settings

After syncing, check that each tenant is matched to the correct Partner Center or PAX8 customer where applicable.

READY TO BEGIN

Start with your Microsoft work account.

After signing in, open the startup guide in Clario Help for detailed connection instructions.

Sign in to Clario Open Clario Help