The following guide covers the prerequisites and steps to set up and use Insight Works’ payment provider integration extension for Clover in Counter Sales.

Prerequisites

Before you begin, ensure you have the following:

• An active Clover account; contact Clover to obtain one.
• Your Merchant ID and account credentials provided by Clover.
• If using a Clover sandbox environment, the Client ID and Client Secret for your sandbox developer app from the Clover Developer Portal.
• The Clover Counter Sales Payment Provider app installed in your Business Central environment. If you do not have the app, contact Insight Works to request the file.

Set up Clover

1. Navigate to the Counter Sales Payment Provider Configurations page in Business Central (for more information on setting up and using Payment Provider Configurations, see the Payment Provider Configurations in Counter Sales page).
2. Select New and enter the following in the General section:
   • Code: A unique name to identify this Payment Provider Configuration (e.g., CLOVER).
   • Type: Clover (if you do not see Clover in the dropdown, ensure the Insight Works app is installed).

3. Select Actions / Clover / Initialize (populates the configuration with default settings, including the URLs required to communicate with Clover).
4. Select your environment (a confirmation message will appear if initialization is successful; you can update the Description field at any time):
   • Sandbox: Requires you to enter the Client ID and Client Secret for your sandbox developer app.
   • Production: Automatically sets the Client ID and Client Secret for the Insight Works’ Clover app.
5. Locate the Connection Details section and enter the credentials provided by Clover (fields are masked for security purposes):
   • User ID: Your Clover Merchant ID.
   • Client ID: For a sandbox environment, use the Client ID for your developer app; for a production environment, this is set to the Insight Works Clover app by the Initialize action.
   • Client Secret: For a sandbox environment, use the Client Secret for your developer app; for a production environment, this is set to the Insight Works Clover app by the Initialize action.

6. Locate the Payment & Card Details section and set the Payment Method Code field (cannot be blank) to the payment method code to be applied to the payment line created by each Clover transaction (any payment methods configured in your payment networks take priority over this value).
7. Select Actions / Clover / Authenticate (Clover uses OAuth 2.0 to securely communicate with their services; ensure popups are enabled).
8. Log into Clover in the new browser window with your merchant account (as applicable if you have multiple) credentials and grant the app access when prompted (you are redirected back to Business Central and a message indicates the access token and refresh token were successfully received).
9. Close the new browser window.

10. Select Test Connection (a confirmation message indicates whether the connection to Clover was successful; if the test fails, confirm your credentials are entered correctly and Initialize again to reset the URL fields to their default values and run the Authenticate action again to ensure your access token is valid).
11. Register each physical Clover device, if you are using payment terminals, before it can be used:
    1. Select Related / Terminals (opens the Counter Sales Payment Provider Terminals page for the current configuration).
    2. Select New and enter the following:
       1. Code: A unique name to identify this terminal.
       2. Serial No.: The serial number of the physical Clover device, found on the device itself or in the Clover Dashboard.
    3. Close the card page to save the terminal.
    4. Repeat step 11 to register additional terminals.
12. Set the unique Clover identifier code for each network if you are using Payment Networks:
    1. Select Related / Payment Networks (opens the Counter Sales Payment Networks page; ensure the list is populated).
    2. Select Actions / Clover / Set Identifier Code (you are prompted to select which area(s) to update).
    3. Select OK (a message indicates whether the update was successful).

For more information on setting up and using Payment Networks, see the Payment Networks in Counter Sales page.

Notes

• For account setup or missing credentials, contact Clover support directly.
• For installation of the Counter Sales Payment Provider integration app, contact Insight Works.
• The Clover integration caches the Payment Provider Configuration settings for each user session to improve performance. If changes are made to the configuration, all users currently logged into Business Central must log out and back in for the updates. Alternatively, users can select Actions / Clover / Clear Current Session Configuration, available on both the list and card pages.

Payment Provider configuration: Clover field reference

The following fields are required for Clover integration. URL fields are automatically populated when you select Initialize and do not need to be changed under normal circumstances.