Connect to Clover

Overview

This guide will walk you through establishing a connection required for the Clover integration. It is divided into two sections.

• Before You Connect
• Establish Connection

Section 1: Before You Connect

Preconditions

• The Clover connection requires basic authentication with an email address and a password in Clover. You must be a Clover administrator to set up the connection.
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Section 2: Establish Connection

Paylocity Tech Services Representative Establishes Clover Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on a call with the Early Access customer. The Customer must provide Clover credentials to the Paylocity Tech Services Representative while on the call. 

• Step 1: Log in to Cloudsnap at app.cloudsnap.com. On the left menu, click/expand Integration Management.

• Step 2: Click Apps under Integration Management. This will take you to the My Apps screen.

• Step 3: Scroll to the Clover app. If the Clover app is not in the My Apps screen, see Add App to MY APPS.

• Step 4: Click Connect.

• Step 5: The Connecting to Clover pop-up window will appear. Click the Connect button. This will take you to the Clover Log In page.

• Step 6: Obtain the sign-in credentials from the Customer. Enter the email address and password. Then, click Log In. 

• Step 7: Select the Clover Merchant you wish to connect. This will take you back to Cloudsnap.

• Step 8: Once in Cloudsnap, you will see the Select Instance of Clover screen. Select Clover from the drop-down menu. 

• Step 9: Click the Save and Test button. 

• Step 10: Cloudsnap will test the connection, and you will see a message indicating success or failure.
  • • If the connection succeeds, this indicates that the Clover connection has been established, and the connection can be used for Clover workflows.
    • If the connection fails, check and correct the Clover credentials, and repeat Steps 4-9.