Article Contents

Introduction

There are two ways to integrate your Clover POS with WISK:

  1. If you have already created a WISK account for you venue, you can integrate through the WISK Web Portal

  2. If you haven’t created a WISK account, you can integrate through the Clover App Market

WISK Web Portal

Set POS Type to Clover

  1. Hover your cursor over your username on the bottom left, and click “Venue Settings” on the menu that appears

    An arrow points to the
  2. Click the “Edit” button beside POS Type

    An arrow points to the
  3. In the window that opens, click the “POS Type” drop-down menu, and select Clover

    An arrow points to the

  4. Click "Set up"

    An arrow points to the

    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

  1. A new tab opens in your browser on the Clover Web Dashboard. type your Clover username and password and click “Log In"

    The Clover Web Dashboard Log In screen.
  2. The integration process works behind the scenes to link WISK with your Clover account. When complete, it displays the following in the browser tab:

    {
    success: true
    }

    Note: If you receive a different message, please contact WISK support.

Complete Integration

  1. Return to the WISK tab in your browser

  2. 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

    The checkboxes for how the sales data is imported into your accounted are highlighted for emphasis.

  3. When ready, click "Save"

    An arrow points to the

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].

Clover App Market

If you haven’t already created your WISK account, you can create it and complete the integration at the same time through the Clover App Market.

  1. Log in to the Clover Web Dashboard

    The Clover Web Dashboard Log In screen.
  2. Click “More Tools”

    An arrow points to the
  3. Search for and select “WISK.ai”

  4. Click “Connect” on the WISK.ai app page

    An arrow points to the
  5. Click “Accept”

    The
  6. After clicking “Accept”, your venue is created in WISK, and you are directed to the Sign In page. The business owner email address (as it appears in your Clover account) will receive an email invitation to join the venue. Click the link in the invitation to set up your user account.

    The invitation email with a link to create your user account.

    Note: If you didn’t receive the email invitation, please check your spam folder.

  7. Your WISK account is created and integrated with your Clover POS. To continue, select a plan and enter your payment information.

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 are 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.

    The

    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.)

Did this answer your question?