Send WooCommerce orders to Clover POS

Create WooComerce orders in your Clover POS.

To send WooCommerce orders to your Clover POS you will need to configure three Actions and then add all three Actions together into a single Task. The Task is used to RUN actions in your task on demand or to schedule your Actions via a 5 minute or greater interval.

Configure Each Action

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Click the Question Marks to learn how to configure your Action.

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Adding a new or ‘Online Payment’ type.

  1. Login to your Clover Web Portal, select Setup in the left menu, and click Payments
  2. Select the Add tender button
  3. In the new field enter Online payment for the tender name, make sure the Accepted check box is selected, and scroll down to click the Save button at the bottom of the screen.

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Once the new tender type has been added to your account you can locate the Tender ID by logging into your Clover Web Portal, and entering the following URL in your browser. Replace {my-account} with the merchant number for your Clover account.

https://www.clover.com/v3/merchants/{my-account}/tenders

Once the page load the Tender ID should appear above the name of your new tender type. See example:

https://www.kosmoscentral.com/imgs/tooltips/Clover-Tender-ID.png

Next Actions must be adding in sequence into your TASK.

  1. WooCommerce Send Customers to Clover

    If the customer does not exist, eSync will create the WooCommerce customer in your POS. The order will not create without the customer First being added to the POS.

  2. WooCommerce Send Orders to Clover

    This will generate the WooCommerce order inside your Clover POS.

  3. Clover find matching orders in WooComm and update the order status

    The status change is needed to update the WooCommerce order. This will avoid sending the order back to Clover again and creating duplicate orders in your POS.

See Example with all 3 Actions in the TASK

  1. Now hit SAVE on your TASK and hit RUN to test.

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RUN your Task and view your Activity Log

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Any order set to ‘Processing’ status (based on configuration) will download.

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Now Look in Clover for your WooCommerce Order

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In order to prevent duplicates orders in your POS the status in Woo must change

The Status will change (based configuration) to On-Hold

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If you have further questions, please post a ticket in our Help Desk and submit the full Activity Log located right next to your Task RUN button with the ticket.

If you’d like to purchase support hours support package, you can do so here.

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