> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Clover

> Sync transactions, items, and customer data between Smartbills and Clover POS

## Overview

The Clover integration connects your Clover POS devices with Smartbills for real-time transaction import, item catalog sync, and digital receipt generation across all Clover device types.

## Key Features

| Feature               | Description                                     |
| --------------------- | ----------------------------------------------- |
| **Real-time Sync**    | Instant transaction import via webhooks         |
| **Item Catalog**      | Sync Clover inventory and item catalog          |
| **Customer Profiles** | Link Clover customer profiles to Smartbills     |
| **Multi-device**      | Support for Station, Mini, Flex, and Go devices |
| **Tax Handling**      | Map Clover tax rates to Smartbills              |
| **Modifier Support**  | Track item modifiers and variants               |
| **Order Types**       | Differentiate dine-in, takeout, and delivery    |

## Prerequisites

* Clover merchant account
* Smartbills Business plan or higher
* Clover account owner or admin access

## Setup

<Steps>
  <Step title="Open the Apps Marketplace">
    In Smartbills, go to **Settings > Apps** and search for **Clover**.
  </Step>

  <Step title="Enter Merchant ID">
    Enter your Clover Merchant ID, found in your Clover Dashboard under **Account & Setup**.
  </Step>

  <Step title="Authorize Access">
    Click **Connect** and authorize Smartbills in the Clover App Market.
  </Step>

  <Step title="Map Items and Taxes">
    Map Clover items, categories, and tax rates to Smartbills equivalents.
  </Step>

  <Step title="Enable Sync">
    Activate real-time webhook sync or configure scheduled imports.
  </Step>
</Steps>

## Configuration

### Item Mapping

| Clover Category | Smartbills Category   |
| --------------- | --------------------- |
| Food & Drink    | Meals                 |
| Retail          | Merchandise           |
| Service         | Professional Services |

### Tax Configuration

| Clover Tax  | Smartbills Tax             |
| ----------- | -------------------------- |
| Default Tax | State/Provincial Sales Tax |
| Food Tax    | Reduced Rate               |
| No Tax      | Exempt                     |

### Order Type Settings

| Order Type | Sync          |
| ---------- | ------------- |
| Dine-in    | Yes (default) |
| Takeout    | Configurable  |
| Delivery   | Configurable  |
| Online     | Configurable  |

### Device Settings

| Setting        | Description                                   |
| -------------- | --------------------------------------------- |
| All devices    | Sync transactions from every Clover device    |
| Select devices | Choose specific terminals to sync             |
| Device labels  | Add labels to identify transactions by device |

## Data Sync

| Smartbills       | Clover              | Direction            | Frequency           |
| ---------------- | ------------------- | -------------------- | ------------------- |
| Receipts         | Orders and payments | Clover -> Smartbills | Real-time (webhook) |
| Refund records   | Refunds and voids   | Clover -> Smartbills | Real-time (webhook) |
| Categories       | Item catalog        | Clover -> Smartbills | On demand           |
| Customer records | Customers           | Clover -> Smartbills | With transactions   |
| Employee records | Employees           | Clover -> Smartbills | On demand           |

## Troubleshooting

<AccordionGroup>
  <Accordion title="No data syncing">
    Verify your Merchant ID is correct and that the Smartbills app is installed in the Clover App Market. Check webhook URL registration.
  </Accordion>

  <Accordion title="Items missing from receipts">
    Trigger a catalog refresh from **Settings > Apps > Clover > Sync Catalog**. New items added in Clover need to be synced.
  </Accordion>

  <Accordion title="Tax amounts incorrect">
    Review the tax mapping in the integration settings. Clover applies taxes at the item level, which may differ from Smartbills' calculation method.
  </Accordion>

  <Accordion title="Modifiers not appearing">
    Ensure modifier groups are published in Clover. Hidden or unpublished modifiers are not synced.
  </Accordion>

  <Accordion title="Order types not filtering correctly">
    Check the order type settings in the integration configuration. Each order type must be explicitly enabled or disabled.
  </Accordion>
</AccordionGroup>