Clover - 2 Way Integration
Last Updated - 3/6/2023
Overview
With our Clover integration we are able to pull sales data and push new or changed items using their API. This integration can accommodate a 1-Way or 2-Way setup.
Sync Approach
This interface contains one element: From Yellow Dog, a sync application which pull sales (orders) from Clover and push in new/changed items via the Clover API.
Sync Frequency
This interface can be scheduled to process sales and push items at a time and frequency of your choosing.
Configuration
Please inform your Yellow Dog Implementation Guide if have Multi-Location Multi Web enabled as additional configuration needs may be required.
Yellow Dog has the ability to map sales based on Device ID.
Requirements
Client
The Client is responsible to provide the Clover Merchant ID per Clover Merchant. There are two ways to find this information
Once the client is logged into their Merchant account, look at the URL in the browser. The string at the end of the URL is the Merchant ID
Merchant IDs can also be found under Account Settings > Merchants
If matching sales based on Device ID, Yellow Dog will be able to pull all device IDs tied to a Merchant ID for mapping. The client may be required for identifying which Device IDs should be mapped to stores in Yellow Dog.
POS Partner
This interface will work with any version of Clover.
Yellow Dog
The Yellow Dog Sync program will need internet access to exchange information with the API.
Responsibilities
Client
If the Client has determined they want to track cost and on hands in Clover they will need to enable "Track Stock” in clover under Inventory/Setup.
If the Client has a 2-Way Integration, they will need to provide the quantity of Taxes, Tags and Categories that can be assigned to an item.
Yellow Dog
Yellow Dog is responsible for creating a Clover Service Account in Yellow Dog Inventory and installing the Yellow Dog Clover app.
Data Exchange and Mapping
Sales Data
| Yellow Dog Field | Clover Field |
|---|---|
| Transaction Number | Order id |
| Transaction Line Number | Not provided by Clover, YD will populate sequential numbering per order |
| Check Closed DateTime | CreatedTime |
| Item Number | Item Id |
| SKU | SKU |
| Item Description | Item |
| Item Retail | Price |
| Item Discount | Discount Percentage or Amount |
| Discount Description | Discount Name |
| Quantity | unitQty |
| Employee Name | N/A |
| Employee Number | N/A |
| Tender | N/A |
| Reference | Note |
| Register Number | Device Id |
| Register Number | Device |
Item Data
| Clover Field | Yellow Dog Field |
|---|---|
| Name | Matrix Description (if part of a Matrix) / POS Description 1 (if an individual item) |
| Alternate Name | POS Description 2 |
| Price | Retail 1 |
| Price Type: Fixed, Variable (Open Priced), Per Unit (Weighted) | Clover Price Types (Interfaces; default is Fixed) |
| Category Name | Clover Category 1,2,3 |
| Labels | Clover Tag 1, 2, 3 |
| Taxes | Clover Tax 1,2,3 |
| Product Code (only space for one in Clover) | UPC 1 |
| SKU | SKU |
| Show in Register (Item Options setting) | Active/Inactive/Availble to Store |
| Cost | Default Vendor Price (Optional) |
Note: Yellow Dog is able to push On Hands if “Track Stock” is enabled in Clover and the sync is also pushing items.
Work Flows - Where Performed
| Workflow | Yellow Dog Inventory | Clover |
|---|---|---|
| Create Retail POS Items | Done only in Yellow Dog | |
| Modifier Creation | Done only in Clover | |
| Modifier Assignment to Items | Done only in Clover | |
| Screen Placement for Items | Done only in Clover | |
| Discount Setup | Done Only in Clover | |
| Discount Eligibilty | Done Only in Clover | |
| Rewards and Promos Creation | Done only in Clover | |
| Tax Setup | Done only in Clover | |
| Tax Assignment | Assigned to Items based on Interface Settings | Return Ability | Done only in Clover |
Actions in Yellow Dog - Result in Clover
| Yellow Dog Action | Clover Result |
|---|---|
| Item Inactivated | Show in Register as Disabled; other changes to Item in YD still push to Clover |
| Item Removed | Show in Register as Disabled; other changes to Item in YD still push to Clover |
| Level is Changed | Change only occurs if item inherits new Category or Tax codes if assigned to Level in YD |
| Item has Publish set to "Yes", POS Available set to "True", and is available to the Store | Item Created in Clover if didn't already exist; after created, will be updated in Clover after being updated in YD |
| Publish is set to "No" | No change to the item in Clover |
| POS Available set to "False" | Item Shows in Register as disabled; other changes to item in YD still push to Clover |
| Uncheck Availability to one Store; item still avaialbe to other stores | Item Shows in Register as disabled for that store; other changes to item in YD still push to Clover |
| No longer available to any store | Item Shows in Register as disabled; other changes to item in YD still push to Clover |
Actions in Clover - Result in Yellow Dog
| Clover Action | Result in Yellow Dog |
|---|---|
| Item Returned | On hand increased based on return quantity; treated separately from sale |
| Item Voided | TBD |
| User Create Item in POS, not in YD | If Variation SKU matches Yellow Dog SKU those will be mapped however Yellow Dog will not manage the item unless "Match Items" is turned on in the sync, otherwise we will see the sale but it will be unmapped to any inventory item |
| Change Item in POS, not in YD | Overwrite items in Clover the next time Yellow Dog makes a change to the item in our system |
| Item is sold at POS that is Removed in Yellow Dog | Sale is processed and assigned to the item as normal; item in YD will be un-removed because on hand changed. |
| Item is sold at POS that is inactive in Yellow Dog | Sale is processed and assigned to the item as normal |
System Codes
Additional Information
For multiple merchants, Yellow Dog will need the same SKU number for each item that is replicated in each merchant. Please contact us for a review to determine our approach with your existing item setup.
SyncwithcClover is compatible with YDI version 372.
Limitations
The Clover web page of items will need to be refreshed in order for new or changed items to appear.
Clover does not allow returns for Debit Card Transactions only refunded payment so items in these transactions are not able to be restocked in Yellow Dog unless manually thru on hand adjustments.
Yellow Dog treats modifiers as their own item record. (Example: Add Bacon will be displayed as a separate item in Yellow Dog Inventory).
Clover Categories may have a SKU limit that varies by install. Please consult your Clover Implementation Guide.
Clover only supports 1 UPC per item
Clover Name has a 127 character max.
Modifiers cannot be pushed in.
Clover Codes are Merchant Specific so mapping multiple Merchants to a single Yellow Dog store can only be supported in a 1-Way integration.
Only Yellow Dog Dimensions 1-10 are supported in this integration.
For offline orders, when the order comes online in Clover is when the sale will come into Yellow Dog (this the Created Date Time). Client Created Time is not supported.
The modifier scenarios below are no longer supported:
Zero priced modifiers (EXAMPLE: Hot, Cold, For Here, To Go)
Non-zero priced modifiers as item attribute price (EXAMPLE: Polo Shirt is $0.00 until modifier is selected - Large $10.00, XXL $15.00)
Other Notes
Yellow Dog Software will support the interface and will assist with any API issues.
