Clover Integration

Step 1

Step 2

Click on Account & Setup, then click Merchants

Step 3

Choose a merchant by clicking on the merchant name

Step 4

Note the Merchant ID under the merchant name (this is a mandatory field for integration)

Step 5

Click on API Tokens

Step 6

Type 'Referrizer' into the name field and check ALL the boxes for permissions

Step 7

Click Generate Token and note it down

Step 8

Go to the Clover Integration page in Referrizer and enter the merchant ID and API token

Step 9

Click Activate Integration

What's supported

The list below provides a comprehensive reference of the data synchronization between Referrizer and Clover. The following table outlines all data attributes that are synchronized between the two platforms.

Use this document to understand which specific data elements are transferred in this integration, helping you maximize the functionality of your connected systems. The table shows exactly which fields are supported and in which direction data flows.

Clover to Referrizer

The following attributes are synced over to Referrizer from Clover.

Contacts

First name	Synced initially, Synced every hour
Last name	Synced initially, Synced every hour
Phone	Synced initially, Synced every hour
Email	Synced initially, Synced every hour
Address (Street)	N/A
Address (City)	N/A
Address (State)	N/A
Address (Zip)	N/A
Address (Country)	N/A
Gender	N/A
Birthday	N/A

Subscriptions

Email subscription	No
Text subscription	No

Visits and bookings

Number of visits	N/A
Checkins (visits)	Hourly
Referred by	N/A
Appointments	N/A
Services	N/A
Classes	N/A
Last Purchases Service/Item	N/A
Last Purchases Date	N/A
Last Booking Name	N/A
Last Booking Date	N/A
Last Visit Date	N/A
CRM Member (Y/N)	No
Membership Comments	N/A
Contract Start Date	N/A
Contract Name	N/A
Contract Expiry	N/A
Contract Ended	N/A

Referrizer to Clover

The following attributes are synced over to Clover from Referrizer.

First Name	N/A
Last Name	N/A
Phone	N/A
Email	N/A
Address (Street)	N/A
Address (City)	N/A
Address (State)	N/A
Address (Zip)	N/A
Address (Country)	N/A
Gender	N/A
Birthday	N/A
Tags	N/A
Email subscription	N/A
Text subscription	N/A
Input source	N/A
Referral type	N/A

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