How-to Guide: Connect ClearBank to Ledge

How-to Guide: Connect ClearBank to Ledge (Read‑Only)

In this guide we will configure the three components required to connect ClearBank to Ledge in read‑only mode:

1. Ledge IP whitelist

2. Generate ClearBank API token

3. Configure connection in Ledge portal

Administrator privileges are required to complete this guide.

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1. Whitelist Ledge IP Addresses

Reach out to ClearBank support to ensure Ledge servers are allowed call ClearBank API. If asked for Ledge's public IP address, provide them with the following: 34.231.208.110

2. Get/Generate CSR file

1. ClearBank requires the use of a CSR file to generate the API token. However, since Ledge only uses the API to retrieve data - it doesn't require the CSR mechanism de-facto.

2. You can use your own CSR file as mentioned here or request Ledge Customer Success manager for a Ledge generated one.

3. Generate ClearBank API token

1. Sign in to the ClearBank Production portal.

2. Select Institution → Certificates and Tokens and click Generate API token

3. Upload the CSR file generated or provided in the previous step

4. Name the token "Ledge" and set the expiration date to the maximum allowed timeframe (one year)

5. Copy and save the generated token (you will paste it into the Ledge platform in the next step)

4. Configure Connection in Ledge

1. Log in to the Ledge platform

2. Navigate to Sources → Add source → Banks → ClearBank

3. Complete the form by pasting the token generated in the previous step

4. Click Save to create the connection

5. Notify your Ledge Customer Success Manager that the integration is created to continue the setup process

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What Data Will Be Retrieved

Once connected, Ledge team will will automatically fetch:

• Accounts – both real and virtual

• Balances – available and ledger balances per account

• Transactions – filtered by account and date range - only if requested

All operations use GET endpoints only; no data will be written back to ClearBank.