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Welcome to Closient. This guide walks you through the essential setup steps so you can start managing products, resolving barcodes, and connecting with consumers right away.

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1. Create Your Organization

Your organization is the home for your products, team members, and settings.
1

Go to Settings

Navigate to Settings > Organization in your Dashboard.
2

Fill in your details

Set your organization name, country, and whether this organization represents a brand (toggle Is Brand if so).
3

Invite your team

Go to Settings > Members and invite colleagues. See Team Management for role details.

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2. Add Your First Product

1

Navigate to Products

Click Products in the Dashboard sidebar.
2

Click Add Product

Enter the GTIN (barcode number), product name, and brand. You can use any format — GTIN-8, UPC-12, EAN-13, or GTIN-14.
3

Enrich the listing

Add a description, product image, category, and any other relevant data. The more complete the listing, the better it performs in search.
You can also bulk import products via CSV or sync from a connected POS system. See Managing Products for details.

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3. Claim Your Brand

If your organization is a brand, claiming establishes your authority over your product data.
1

Go to Brands

Navigate to Brands in the Dashboard.
2

Claim your brand

Search for your brand name and click Claim Brand. Verification options include GS1 Company Prefix, domain verification, or manual review.
Once claimed, your product data takes priority over other sources. See Claiming Your Brand for the full process.

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4. Set Up Your First Resolver Rule

If you want your product barcodes (QR codes) to direct consumers somewhere specific:
1

Enable the resolver on a product

Open a product and toggle Resolver Enabled in the settings panel.
2

Create a rule

Go to Resolver > Rules and create your first rule. Start with an Organization-scoped rule pointing to your website as a catch-all.
See Setting Up Resolver Rules for time-based routing, scope hierarchy, and advanced configuration.

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5. Generate an API Key (Developers)

If you’re integrating via API:
1

Go to API Keys

Navigate to Settings > API Keys.
2

Create a key

Click Create API Key. Choose csb (Business) for server-side access or cpk (Publishable) for client-side widgets.
3

Make your first request

See the Quickstart for working code examples.

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What’s Next

Managing Products

Add, edit, import, and organize your product catalog.

Connecting Your POS

Sync inventory from Shopify, Square, Clover, or Lightspeed.

Understanding Analytics

Track scans, search impressions, and product performance.

API Quickstart

Make your first API request with curl or Python.