Cleero - Payment Matching
Documentation for Cleero the Payment matching app in ShopifyInfo articles
Adjust bank transaction sync times
Cleero syncs bank transactions multiple times per day. Here are the standard daily sync time windows (CET), how you can adjust them and what can affect them.
Bank access & security
Understand Cleero’s read-only bank access: no initiating transfers, plus an overview of encryption and our minimal data storage approach.
Connect Pathway to Cleero
Learn how to connect Pathway to Cleero using your Pathway API key so invoice data syncs automatically and payment matching becomes more accurate.
Import payments via CSV
Import payments into Cleero using a CSV file. Download the sample CSV, match your bank export to it, then upload in Settings.