Article Contents
Introduction
To integrate your Clover POS with WISK:
Go to the WISK Web Portal and set Clover as your POS
From WISK, click "Set Up" to log in to Clover to link your accounts
Customize how your data and modifiers are imported
Note: To integrate WISK and Clover, you must do this through the WISK Web Portal. Clicking "Connect" on the Clover App Market will not complete the integration.
WISK Web Portal
Set POS Type to Clover
On the WISK Web Portal, hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears
Scroll down to the "POS Integrations" section and click "Add POS Integration"
In the window that opens, click the “POS Type” drop-down menu, and select Clover
Note: "Clover (Old Method)" was used before Clover upgraded from OAuth v1 to OAuth v2. Any customers currently on the old method will need to migrate to "Clover".
Click "Save"
Note: If the window closes, click the "Edit" button beside the added Clover integration.
After adding "Clover" as your POS Type, click "Set Up"
Note: This opens Clover's login page in a new window. If nothing appears, please temporarily disable your browser's pop-up blocker and try again.
Log in to Clover Dashboard
A new tab opens in your browser on the Clover Web Dashboard. type your Clover username and password and click “Log In"
If you have multiple "Merchants" in Clover, you may be prompted to select one of them. Click the merchant you want to integrate with WISK
The integration process works behind the scenes to link WISK with your Clover account. When complete, it displays the following in the browser tab:
Note: If you receive a different message, please contact WISK support.
Complete Integration
Return to the WISK tab in your browser (you may need to refresh the browser to see the latest changes). You should see the Merchant ID field populated
Before you start importing your sales data, you can use the checkboxes to configure how your POS Items from Clover will appear in WISK. For more information, please see the "Customizing Your Sales Data / POS Items" section below
When ready, click "Save"
After the integration is complete, WISK will pull up to your last 6 months of sales data from Clover. It may take a few hours for your sales data to appear.
If you encounter any errors during the integration process, or your sales data isn’t appearing, please reach out in the chat or email [email protected].
Customizing Your Sales Data / POS Items
When setting up the integration, or anytime after, you can customize how your sales data / POS Items appear in WISK. This is essential if you make extensive use of modifiers.
Include all POS Items even if not sold - This pulls every item that exists in your POS's menu. By default, WISK only pulls items with sales from the last 6 months to keep the number of items manageable. If you toggle this on, it pulls every menu item, and any new items you create before they are sold for the first time
Include modifiers- If you use modifiers for your menu items
Import Modifiers as separate POS Items (only visible if "Include modifiers" is checked) - When you select this option, it allows you to import certain menu item modifiers as separate POS Items. This applies to both modifiers that include an up-charge, and modifiers with a price of 0.
The is because if you have lots of customization options, it reduces the amount of POS Items that you must map.
For example, if you sell "Coffee" and have a modifier for choice of dairy product, it appears differently depending on whether this box is checked. If we sell it with "Skim Milk":Checked - There will be a separate POS Item for "Coffee", and for "Add Skim Milk". Skim Milk could be used as a modifier in multiple items, and it will only appear as one POS Item
Unchecked - There will be a combined POS Item of "Coffee - Add Skim Milk"
If you use lots of modifiers and this box is unchecked, it creates a POS Item for every possible combination, which can take a lot of time to map and isn't advised.
However, checking the box puts every modifier as a separate POS item unless you refine the criteria.
Every venue is unique and sets up their menu and modifiers differently. There may be some modifiers that you want to be part of another POS Item, and some that you want to keep separate. After checking the box, you can select the category of modifiers that you don't want to appear as separate items.
For example, if you have Beverage Size as a modifier, you'll want to keep that as part of the POS Item, because it has no meaning without it. Click the checkbox to keep this modifier attached to the item.
Now when the POS Items are imported, you'll have a combined POS Item of the item and the Beverage Size ("Coffee - Small", "Coffee - Medium", "Coffee - Large" etc), but the Dairy Product modifiers will appear as separate POS Items ("Add Skim", "Add 2%", "Add Cream" etc.)
Clear Previous Sales Data
If you have imported your sales data, but realized the settings aren't displaying your POS Items and modifiers the way you want, you can make changes.
You can clear all previous sales data by clicking the “Clear Previous Data” button.
This button:
Deletes all sales data from the venue
Keeps all mapped POS Items
Removes all unmapped POS Items
You can then click the “Save” button with your new settings and it re-imports all of your sales data based on what you’ve selected.
Note: To reduce the amount of required effort, it’s best to customize your sales data after integrating and before POS mapping begins.