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How to Connect Webgility Desktop with Clover

This article helps Webgility Desktop users in connecting their Clover POS system with Webgility Desktop. By following the guided steps, users can securely link their Clover Merchant ID and Access Token to Webgility, enabling seamless synchronization of sales data. This connection ensures accurate data transfer between Clover and Webgility Desktop, allowing businesses to manage orders and accounting workflows more efficiently.

Steps to follow:

Step 1: Add a New Sales Channel in Webgility

  • Log in to your Webgility account.
  • Navigate to the Connections section.
  • Click on Sales Channel and select the option to Add a New Sales Channel.

  • From the list of supported platforms, select Clover.
  • Enter a recognizable name for your sales channel and click Continue.
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Step 2: Enter Your Clover Merchant ID and Access Token

After clicking Continue, Webgility Desktop will prompt you to enter your Clover Merchant ID and Access Token. To access Clover Merchant ID:

  • Log in to your Clover account here.
  • Click on Settings in the top right corner.

  • Scroll down and click View all settings in the left panel.

  • In the Settings page, click on Merchant under "About Your Business".

  • Copy the Merchant ID of the account you want to connect.
  • Paste the Merchant ID into the Webgility Desktop application.

 

Get Your Clover Access Token

  • Go back to Settings and click View all settings.

  • Under Business Operations, click API Token.
  • Click Create New Token.

  • In the popup, enter a name for the token and select its permissions.

  • Click Create Token.
  • Click the eye icon to reveal the token.

  • Click Copy and paste the token into the Webgility Desktop application.

Step 3: Complete the Connection

  • Enter your Merchant ID and Access Token.
  • Click Continue to establish the connection.

  • Enter your business contact information (fields marked with a red asterisk (*) are required).

 

Once completed, Webgility Desktop will be successfully connected to your Clover POS, allowing you to sync sales data efficiently.