Pairing a new Clover Device with Club Caddie

Pairing a new Clover Device with Club Caddie

Article Contents:

This article outlines the steps to pair a Clover device with Club Caddie. 


CLOVER INTEGRATION WITH CLUB CADDIE GUIDE

1. First you will want to ensure that the customer has activated the device and it is powered on and connected to Wi-Fi.

2. Next you will need to make sure the customer has access to the ADMIN Login | Clover Web Dashboard credentials.  If you don’t have Admin credentials, you cannot       complete the integration.

3. Next, when logging in for the first time, there will be a two factor authorization that goes to the operator’s email or phone number.


4. After you have gained access to the operator’s Clover login page, you will want to open up a new browser tab and then copy and paste the following link below:


https://www.clover.com/oauth/authorize?client_id=46TM68X8ER640&redirect_uri=https://clubcaddie.com/


The purpose of this link is so that it generates the Merchant ID and also you will see a long string of letters and numbers at the end of the link and it will start with “Code=”
      The new link will look something like this:
      EXAMPLE:https://clubcaddie.com/?merchant_id=AFRMSDANVA3X1&employee_id=Q82S36S5V9CJW&client_id=46TM68X8ER640&code=4183163f-6dd4-3e26-fe1b-bee9b552d843
The merchant ID will be different for every course.  As well as the code at the end of Code=.

                  4.1 Copy the code at the end of the link. 
                  4.2 Now you will want to open up another browser tab seen below:
                  4.3 Now you will want to copy the code at the end of code= from the link directly above this and then paste it at the end of the link. 
                


                 
                  4.4 Once you have merged the code with the link above, you will want to open up a new browser tab and paste that link into the browser and hit enter.


You will now be taken to a white page with an authorization code. It will look something like this ea150693-fc26-be40-f17f-b5ac57769100
            Example:
             

5. Now you have created all the credentials and you can begin entering them into the 3P settings in Club Caddie. Go back to Settings > 3P Integration > Clover Connect 


Credentials Screen Listed as Follows: 
If you have multiple Clover devices, make sure to use terminal-specific settings, especially if you are also using Card Connect Ingenico devices. In such cases, leave the top field boxes blank and only check the boxes that correspond to each specific terminal.



1. Merchant ID: This will be located when you copy and paste the link from step five into the browser.  It will start with “Merchant ID” and then you can copy and paste the ID into Club Caddie.


 


2. Merchant Name:  If you go back to the Clover dashboard, you will see the name of the facility in the upper left-hand corner of the screen.

 

3. API Key: This should be left blank. 

 

4. XPOSID:  The XPOSID will always be 46TM68X8ER640 for every facility.


 

5. XClover Device ID:  This is the ID number of the device of the clover device you are pairing with the terminal in Club Caddie.  It can be located on the device or by opening up the printer cover and having them read it back to you.

                  


6. XClover Authorization:  This will be the code generated where you merged the code= numbers with the other link and it took you to a white page with a string of numbers.

            Example: 

7. You will want to enter the credentials in both the top and bottom fields and the following settings are mandatory and need to be checked on.  Only for the bottom credential screen.  Leave every setting off in the top half of the credential screen. 

                         User for card swipe: Needs to be checked on to allow cards to be swiped
                         Allow Manual Entry from POS: Needs to be checked on to allow manually entry of card numbers (payment over the phone) 
                         Is production environment: Needs to be checked on to test or start transacting. 
                         Sign and Tip on Device: Needs to be turned on.

          Use Clover Printer: Should be turned on if you would like receipts printed from the clover device. If you have a dedicated printer, then you can leave it checked off. 

                     Finalize Payments while Capturing: Should NEVER be checked on.

 

8. Hit Save on both the top portion and bottom fields.


            9. Then on the bottom half of the credential screen, you will want to click on “Device Status.”  It will freeze up for a few seconds, but then you should see the word                              “Connected” in green appear next to the device status button.


9.1. Log out of Club Caddie and log back in.

9.2  Now you will perform a test transaction.  If the transaction freezes (only see a spinning circle on the Clover device) simply force close Club Caddie, and wait about a minute for the reader to time out.  Then log back into Club Caddie and redo the test transaction.  It should work going forward. 

10. Miscellaneous Settings that need to be turned on in order for Clover card processing to be as simple and seamless as possible for the operator.

 

     In register settings:  Make sure that the “Associate Employee with All Tabs is checked on.  If you don’t have this checked, then the employee will have to manually assign the person receiving the tip and can be very confusing for the customer.  Checking the box makes it so the employee is always preselected.


     Terminal Management:  Click on edit for the terminal that the terminal is tied to.  You will want to ensure that the “Enable Signature-Tip after payment” tab is turned on.

If you have multiple readers for various terminals, you will need to repeat this process for every reader and terminal. All the credentials stay the same, except for the device ID. All the credentials stay the same, except for the Device ID

Once you have the Clover device connected, you can exit the "Welcome Screen" and tap each corner of the screen to access the Club Caddie App. 



This concludes the step-by-step guide on integrating Club Caddie with Clover Connect.

 



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