STEP 1 – Clover Account Setup

Before integrating Clover with Odoo, you need to create your Clover Developer and Merchant accounts. These accounts are required to generate credentials such as Client ID, Client Secret, and API Token.

1. Visit the Clover Developer Portal: https://www.clover.com/developers

2. Sign up or log in with your Clover Developer account.
3. For testing, visit the Clover Sandbox environment: https://sandbox.dev.clover.com and create a Test Merchant account.
4. If you face issues accessing the sandbox, try another browser or contact Clover support from the Developer Portal.

✅ Once your Clover Developer and Merchant accounts are ready, you can proceed to the next step to create your app and generate the required credentials for Odoo integration.

STEP 2 – App Keys & Permissions

1️⃣ Login to your Clover Developer Dashboard.
2️⃣ Go to My Apps → Create App or select an existing one.

3️⃣ Copy the App Secret.

🧾 Set Permissions

To allow Odoo to sync Products, Categories, Customers, and Orders, you must grant the following Read and Write permissions in your Clover App:

• ✅ Customers – Read and Write
• ✅ Employees – Read (optional)
• ✅ Inventory – Read and Write
• ✅ Merchant – Read
• ✅ Orders – Read and Write
• ✅ Payments – Read and Write (optional)

You can find this section under “Requested Permissions” in your Clover App Settings, as shown below:

STEP 3 – Generate API Token in Clover Merchant

After creating your app in Clover and copying your App Secret, you need to generate an API Token for authentication.

📋 Follow these steps:

1. Log in to your Clover Developer Dashboard.
2. Go to Test Merchants, select your Merchant Account, and click on the Rocket icon to open it.
3. Click on Settings → then select View All Information.
4. In the Business Operations section, click on API Tokens.
5. If no token exists, create a new token with the required permissions and copy the generated token.

STEP 4 – Add Credentials in Odoo Settings

1. Go to Odoo → Settings → General Settings.
2. Scroll down to the Integrations section.
3. Enable the Clover option.
4. Paste your Client Secret (App Secret from Clover) and Client Token (generated from Clover Merchant account).
5. Click Save to store the credentials.
   

STEP 5 – Get Merchant & Restaurant IDs

1. Go to your Merchant Account in the Clover Developer Dashboard.
2. Click on Settings → then select View All Information.
3. In the About Your Business section, click on Merchants.
   
4. 
   Here you can find both:
   • Merchant ID – Highlighted in the screenshot (e.g., J7CCFZJ6D131)
   • Restaurant ID (MID) – Shown in the same row (e.g., 3183390869999)
5. Copy both IDs and save them — you’ll need them when configuring your Clover integration in Odoo.

STEP 6 – Configure Restaurant in Odoo

Once you have your Clover credentials (App Secret, API Token, Merchant ID, and Restaurant ID), you need to configure them in Odoo to enable synchronization.

1. Go to Clover ➝ Restaurant in your Odoo backend.

2. Click on Create to add a new restaurant or open an existing one.
3. Fill in the required details like:
   • Merchant ID – obtained from your Clover Merchant Account.
   • Restaurant ID – found on the Merchant page in Clover (MID).
   • Token – API Token generated from Clover Developer Dashboard.
4. After filling in all details, click on Fetch Clover Menu to import data from Clover.
5. You can click View Menu to verify imported menu and product data.

⚠️ Note: The Merchant ID, Restaurant ID, and Token are mandatory. Without these values, the synchronization of Products, Categories, and Attributes(Modifiers and Modifier Groups) data will not work.

STEP 7 – Get the Authorization Code

1. Go to the Clover Developer Dashboard.
2. Navigate to Developer Dashboard → My Apps → Your App.
   Copy your:
   • Client ID (App ID)
   • App Secret
   • Redirect URL — make sure you have callback endpoint, for example: http://0.0.0.0:8989
3. Navigate to Your Clover Merchant Dashboard

4. Access the App Market

   In the left sidebar, locate and click on the "More" button (highlighted in red box in the image). This will expand additional menu options.

5. Open App Market

   From the expanded menu, click on "App market" (shown in green text). This will take you to the Clover App Market page where you can see all available apps and your installed applications.

6. Navigate to My Apps

   At the top of the App Market page, you'll see several tabs including "App Market Home", "My Apps", "Categories", and "Collections". Click on the "My Apps" tab to view all applications installed on your merchant account.

7. Locate Your OAuth Application

   In the "My Apps" section, find your installed application. In the example shown, you can see "Clover OAuth" application (or your custom app name like "Clover Dining", "Cloud Pay Display", etc.) listed among other installed apps.

8. Launch the Application

   Click on your OAuth application icon or name. This will trigger the OAuth flow and redirect you to the configured redirect URL that you specified during app setup, as shown in the image below:

   

   Note: Make sure your redirect URL is properly configured in your app settings in the Clover Developer Dashboard.

STEP 8 – Create Clover Account in Odoo

After obtaining the Merchant ID, Client ID, and Authorization Code from Clover, you need to send these details to Odoo using the following API endpoint. This step will automatically create your Clover Account inside Odoo and link it with your Clover Merchant.

🧩 API Endpoint

POST http://0.0.0.0:8989/callback/clover

📦 Required Parameters

• merchant_id – Your Clover Merchant ID
• client_id – Your Clover App’s Client ID
• code – The Authorization Code you receive from Clover (after app launch)

🧭 How It Works

1. When you open your Clover App from the Developer Dashboard using the Rocket icon, Clover redirects you with a code in the URL.
2. Copy the merchant_id, client_id, and code values.
3. Send these three parameters to the above API endpoint.
4. Odoo will automatically:
   • Create a new Clover Account record.
   • Store the merchant and client details securely.
   • Generate and link the access token for synchronization.
   

📘 Example API Call

POST http://0.0.0.0:8989/callback/clover
Content-Type: application/json

{
  "merchant_id": "8SD9K3JH2",
  "client_id": "AGT3JF9D83",
  "code": "TYUEJ4M29"
}
    

⚠️ Note: Replace 0.0.0.0:8989 with your actual Odoo server URL when it goes live. This API must be called only once during the Clover setup process to register the merchant.

Clover & Odoo Sync Overview

Once all the setup steps are completed, you can start synchronizing your data between Odoo and Clover.

• ✅ Customers from Odoo → Clover
• ✅ Products & Categories between both systems
• ✅ Orders from Odoo → Clover in real-time

👥 Sync Customers from Odoo to Clover

1. Navigate to Sales → Orders → Customers in your Odoo backend.

2. In the customer list, check the Clover ID column. If a customer does not have a Clover ID, it means they are not yet synchronized with Clover.
3. Select one or more unsynchronized customers (those without a Clover ID).

4. Click on the “Sync to Clover” button. A wizard will appear — select your Clover Account and click on Sync.
5. Once the synchronization is successful, a Clover ID will be automatically assigned to the customer, indicating that they have been synced successfully.

🛍️ Sync Products from Odoo to Clover

After completing your Clover setup, you can easily synchronize products, along with their related Categories and Attributes, from Odoo to Clover.

1. Go to Sales → Products → Products in your Odoo backend.

2. Open any product. If the product, its Category, or Attributes are not already synced with Clover,they will be automatically synchronized during the product sync process.

3. In the product list, look for the Clover Menu ID column. If a product does not have a Clover Menu ID, it means it has not yet been synchronized with Clover.

4. You can sync products in two ways:
   • From the Product List View: Select one or more unsynced products and click Sync to Clover.
     
   • From the Product Form View: Open a single product and click Sync to Clover.
     
5. In the popup wizard, select your Clover Account and click Sync. The system will automatically push the product data — including its category and attributes — to Clover.
6. After synchronization, the Clover Menu ID field will be automatically updated in Odoo, confirming a successful sync.

🧾 Sync Orders from Odoo to Clover

Once your Clover Account, Customers, and Products are configured, you can synchronize your Sales Orders from Odoo to Clover. This ensures that your Clover POS system stays up-to-date with all orders from Odoo.

1. Go to Sales → Orders → Quotations / Sales Orders in your Odoo backend.
2. Create or open a sales order that you want to sync with Clover.

3. In the order form, make sure to select a valid Restaurant (linked with your Clover Account). ⚠️ Note: Without selecting the Restaurant ID, the order cannot be synced to Clover.
4. When you click on Confirm Sale, the system automatically checks:
   • If the Customer is not synced with Clover, it will be created and synced automatically.
   • If any Products in the order are not synced, they will also be synced automatically.
5. After confirmation, the order will be created in Clover and the Clover Order ID will be updated in Odoo.

6. Once synced, you can verify the order details — including customer, products directly in your Clover Dashboard.