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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 NumNum 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

Clearfacts Home

  1. Find the NumNum app and click on it

Clearfacts Apps - NumNum

  1. You will be automatically redirected to NumNum via Single Sign-On

What happens after logging in?

From that moment on, your NumNum and Clearfacts accounts are connected.

Sending documents to Clearfacts

Once the integration is active, Clearfacts appears as an export option in NumNum:

  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 NumNum button is not visible in Clearfacts?

Can’t see the NumNum 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 NumNum 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:

Other topics

Getting started
Peppol - General
Peppol - Practical
Invoicing
Account and security
Integrations and export