Clover and Taplist.io Integration Guide

Requirements

To use this integration, you will need:

  • A Taplist.io Pro account. POS sync features are only available on Pro accounts and above.
  • An active Clover account.

Setup Instructions

Taplist needs API access in order to read your catalog data and inventory, and to receive updates from Clover when it changes.

Two pieces of information are required:

  • Your Merchant ID
  • An API key

Here's how to get those.

Get your merchant ID

  1. Visit your Clover dashboard.
  2. From the settings menu at the top right, press "View All Settings".
  3. In the "Merchants" section, press "Merchants".
  4. Copy the merchant ID from the MID column. It will be a value like RBABCZYI0010002  
  5. Save the value in a notepad temporarily.

Generate an API key

  1. Visit your Clover dashboard.
  2. From the settings menu at the top right, press "View All Settings".
  3. In the Business Operations section, press "API Tokens".
  4. On the next page, press "Create new token". A popup will appear with additional settings:
    1. Name: Give the token a name like "Menu sync"
    2. Permissions: Check the box "Read" next to "Inventory" and "Merchant"
  5. Once your token has been generated find "Private token" or "Token" and press the copy button. Paste this value into a notepad or safe space temporarily.

Enable in Taplist.io

Enable the integration at Taplist.io:

  1. Visit Account → Integrations → POS Sync.
  2. Press "Add POS Integration" and select Clover.
  3. When prompted, paste your Merchant ID API key and press Connect.

That's it! Your product catalog should sync and you will see a new menu, "Clover Menu", in your account.

Managing Your Integration

Forcing a sync

Taplist will automatically register with Clover and receive events any time your catalog or inventory changes. However, sometimes it can be helpful to perform a manual sync "just to be sure".

You can perform a manual sync by:

  1. Visit  Account → Integrations → POS Sync.
  2. Press "Force Sync Now"

Removing the integration

You can remove the integration at any time. Removing the integration will allow you to re-connect the integration later.

IMPORTANT: Removing the integration will delete Taplist's copy of your Clover menu. Since it is a read-only mirror of your Clover data, you can always re-create it later.

You can remove your integration with the following steps:

  1. Visit  Account → Integrations → POS Sync.
  2. Press "Remove".
  3. Confirm when prompted.

Help and Feedback

Have questions, ideas, or need help with this integration? We'd love to hear from you! Drop us a note at support@taplist.io     and a friendly human will get right back to you.

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