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FAQs

Cleartax Migration

How to generate the user access token on Clear app?

Login to Clear app and click on Settings icon in the lower left corner:

ClearTax - home settings

Under Global Settings: click Integrations → Connections → API Clients

ClearTax - API clients

Click on button Create API Client

ClearTax - create API client

Enter the following information:

  • Label: Octa GST
  • Product: Select GST
  • Expiration: Never expires

and click on Create button.

ClearTax - API client info

Click on Generate access token

ClearTax - generate access token

Copy Access Token and enter it in Octa.

ClearTax - copy access token

How to transfer my data from Clear to Octa?

  • Login to Octa
  • Click on Import from ClearTax
  • Click on Import Workspace
  • Paste the Access Token generated on Clear portal.
  • Click Confirm to start the data transfer

Data is imported in two stages. In the first stage, your GSTINs are imported, which takes only a few seconds. Once this step is complete, you can start using your Octa account right away. The complete data import may then take anywhere from a few minutes to several hours, depending on the size of your data.