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Clover POS

Updated

Clover POS

Clover is supported for Sales data only.

Avero processes and presents data from your Clover POS for your analysis and insight. This article details how to handle POS changes, make updates to this data, and how to handle discrepancies or problems you might encounter. For some things, such as adding meal periods or revenue centers, you must complete the action on your side in order for it to be reflected in Avero (maybe with the help of your POS reseller or IT technician) and for some changes, such as global category associations, you'll need to reach out to our support team. 

In this article:

 

About Clover POS

POS Type: Cloud

Clover is a cloud-based POS system that supplies Avero with data via an API. Once your end-of-day is processed, the sales for your restaurant are exported to and stored for Avero to retrieve. Avero retrieves the sales files each day and loads them into Avero for your reporting and analysis. 

Differences between Clover & Avero 

Clover allows clients to change item name and price, even if it has already been used in an order. This does not cause an issue if they make the change between days, only if they change during the day. Additionally, Order Types are available in Clover but this information is not provided to Avero in the extraction and will not be available in Avero reporting. 

Data will best be displayed if you do not alter Items and instead use the 'clone' feature in Clover dashboard.

Avero does not have an integration with Clover Labor data. A complete list of our POS Integrations, including which are supported for Labor data, is here: POS Integrations

You can read more about this here: Understand Gross Sales and Net Sales

Installation & Reinstallation on Clover

Clover is a cloud-based POS and is very easy to install. Installing Clover has three main steps:

Step 1 - Set Up Access

For your Clover Point of Sale Avero will access the data directly from the Application Programming Interface (API) provided by the vendor.

Please complete the following steps in order to launch the Avero app and provide Avero access for your installation:

  1. Login to Clover.com
  2. In the clover interface, select “Account & Setup” and then “Merchants”
  3. You will see a list of accounts. Find the site you are looking for and get the alphanumeric merchant ID
  4. Select the correct business in the drop-down in the upper left, and go to “More Tools”
  5. Under “Installed Apps”, click the “App Market”, then click “Open App”
  6. Search or browse for “Avero Integration”, then click it and choose “Install App”
  7. Choose “Free Tier” and click “Accept”
  8. Once installed, click “Open App” to create the link to Avero
  9. You will be met with a verification screen stating "Thank you for choosing Avero!"

Step 2 - Fill Out Technical Form

Fill out this form with all your POS information.  Make sure the above step is completed before submitting the form. 

 

Step 3 - Schedule an Install Time

Return to your installation email and click Schedule Now or copy and paste the scheduling link into your browser. Pick any available time for the installation, you do not need to be present at the appointment time. 

 

Regular Maintenance: Making Updates and Changes for Clover

When changes or updates are needed who is responsible? If something appears incorrect or out-of-date, how should it be updated?

Change or Add a Meal Period in Clover

Whenever meal periods are changed in Clover they need to be coded in by the Avero team - if you change the meal periods in your POS but do not inform Avero, your reporting may appear mismatched or incorrect. 

To inform Avero of meal period changes in your Square system, open a request with Avero Support and detail what is changing. 

Important to note - Meal Period changes/additions will not automatically update your logbook or saved reports. 

Change or Add a Revenue Center in Clover

You can change or add revenue centers to your Clover configuration and see them reflected in Avero as soon as the next day. Changing a revenue center's name will only affect the data moving forward. Avero Support cannot change or edit your revenue centers for you. 

Categories & Items in Clover

Avero provides the following Global categories: Beverage, Food, Misc., Other, and Retail. The major and minor categories come from your POS. 

To make changes to items, you'll need to update your POS - changing an item name, price, or moving it between categories.

To make changes to categories, you'll need to update your POS - changing category names, updating which items are in a category, and making categories more specific. Please note that there is only 1 level of category provided to Avero and you will not see minor category capabilities.

To make changes to global categories, you'll need to open a ticket and request that Avero makes the change. For example, if Appetizers are appearing under Beverage and need to be moved to Food. 

When creating new Categories, they may default to Other and require a ticket to update this mapping.

To read more see: Categories

Common Problems 

CLover Missing Data

Missing data happens. We invest continuously into making this process faster and more reliable, but it is not, and will never be, error-proof. The internet goes down; equipment fails, bugs pop up, etc. Occasional delays are to be expected. For your system, simply open a ticket and list the dates you need Avero Support to run. 

Data Discrepancies - Avero's sales data is not matching Clover

If you notice your sales data is not matching up with your Clover reports, there are three actions you need to complete:

  1. Make sure the data discrepancy exists in Avero by logging in and running a sales report. If you notice incorrect data in an emailed report, it may be related to email settings and not the data itself. See our troubleshooting guide: Troubleshooting Email Reports with Missing or Incomplete Data
  2. Review the Differences between Clover & Avero  to make sure this isn't the discrepancy you are noticing.
  3. Run a Daily Sales Report from Clover for the date in question, Open a Data Ticket, attach the report and explain the discrepancy. Make sure to include the report, the date, and the revenue center or location if you have access to several, as well as any examples you can provide. 

Our team investigates all data discrepancies - due to the nature of our daily data extraction a single date and single-day sales report must be provided. We cannot investigate date ranges, but it is helpful to know if the issue is recurring and you can provide multiple dates. 

 

Frequently Asked Questions About Clover

Is there any information Clover doesn't export to Avero?

There are some data limitations you may notice based on what we receive from Clover.

Clover does not send the following data points: 

  • Transferred Check Information
  • Item Transaction Time
  • Labor Data
  • $0 Modifiers (Read more about this here: Modifiers) 
  • Order Types are not available in Clover data

Does Avero pull credit card information from my Clover system?

No. Avero pulls payment type information, such as what type of card is used and the amount of the payment from all systems. We do not have access to, collect, or store, full or partial credit card numbers. 

Can Avero pull back / historical data from my Clover POS?

Yes! If you are a new customer that already had sales that weren't loaded to Avero, we can run the data extraction for previous dates. This requires you to request the historical data be pulled by our support team.

To request additional data be run, open a ticket and list the dates you'd like Avero Support to run. 

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