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Getting Started

Installation - Clearpoint Systems Docs

Get Clearpoint Systems Technology set up in your organization. This guide covers system setup, authentication, and configuring your first integration.

Getting started with Clearpoint Systems Technology involves system setup and initial configuration. This guide will walk you through account setup, authentication, and configuring your first integration.

Prerequisites

Before you begin, make sure you have:

  • Administrator access to your business systems (ERP, CRM, etc.)
  • A Clearpoint Systems Technology account (sign up at clearpointsystems.tech)
  • API credentials for the systems you plan to integrate
  • Network access to allow Clearpoint to connect to your systems

Account Setup

Log in to your Clearpoint Systems Technology account:

  1. Navigate to clearpointsystems.tech
  2. Click “Sign In” and enter your credentials
  3. Complete the organization profile and security settings
  4. Configure multi-factor authentication for all administrators

Initialize Your Organization

Once logged in, set up your organization:

  1. Navigate to Organization Settings
  2. Configure your organization name and timezone
  3. Set up user roles and initial team members
  4. Configure security policies and access controls

This creates your organization workspace with default security settings:

  • Role-based access control
  • Audit logging enabled
  • Data encryption configured
  • Backup and recovery settings

Configure Your First Integration

Navigate to Integrations and add your first system:

  1. Click “Add Integration”
  2. Select the system type (ERP, CRM, etc.)
  3. Enter connection details and credentials
  4. Test the connection
  5. Configure data sources and permissions

Connection Testing

Verify the integration is working:

  1. Run a connection test
  2. Validate data source access
  3. Check authentication and permissions
  4. Review initial data synchronization

That’s it! Clearpoint will:

  1. Establish secure connections to your systems
  2. Map data schemas and relationships
  3. Set up initial synchronization
  4. Create monitoring and alerting

Next Steps

Now that you’re set up:

Troubleshooting

”Connection Failed”

Verify network connectivity and API credentials. Check firewall rules and ensure Clearpoint IPs are whitelisted.

Authentication Issues

Confirm API credentials are valid and have required permissions. Check for expired tokens or password changes.

Data Source Access

Verify user accounts have read/write access to required data sources. Check table-level permissions and any data access policies.

Still stuck? Contact our Support Portal for technical assistance.