Overview

The Clover Credit integration allows FullCount organizations to process credit card transactions through Clover devices and Clover merchant accounts. Before transactions can be processed, the Clover merchant account must be authorized and associated with the appropriate FullCount Credit Card Integration.

Prerequisites

Before connecting a Clover account:

·       A Clover merchant account must already exist.

o   The Clover merchant must not have a medical SIC code (8050)

·       The user must have access to log in to the Clover merchant account.

·       At least one record must exist in Community > Credit Card Integration Details with:

o   CC Processor = Clover

·       The Clover payment terminal must be provisioned and assigned to the merchant account.

·       The Clover terminal must have the Cloud Pay Display application installed.

Authorizing a Clover Account

·        Log in to FullCount Back Office.

·        Navigate to: Community > Community Info

·        Locate the Clover Integration section.

o   This section appears above the PM-only General section.

o   If it does not appear, refresh the page.

·        Click Connect your Clover Account.

·        Log in to the Clover merchant account.

Link to Connect a Clover account

Merchant Selection

Single Merchant

If the Clover account is associated with only one merchant:

·       Authorization occurs automatically.

·       The user is redirected back to FullCount.

Multiple Merchants

If the Clover account is associated with multiple merchants:

·       Select the merchant to authorize.

·       Click Authorize.

·       The user is redirected back to FullCount.

After Authorization

Upon being redirected to FullCount:

If only one Clover integration row exists:

• The authorized merchant credentials are automatically populated.

If multiple Clover rows exist:

• The user is prompted to choose which integration should receive the authorization.

Authorizing Additional Merchants

To authorize multiple Clover merchant accounts:

1. Create one Clover integration row for each merchant account.
2. Complete the authorization process separately for each row.
3. Use the dropdown list in the Clover Integration section to view previously authorized integrations.

Clover Device Requirements

The following requirements must be met before payments can be processed.

·       The device the payment goes through needs to be one of the devices listed here.

·       The correct merchant account must be logged into the Clover device.

·       Cloud Pay Display Application

o   Open the Clover App Market.

o   Install Cloud Pay Display.

o   Launch the application.

o   Leave the application running.

·       The application should display the Cloud Pay Display welcome screen.

Troubleshooting

If all requirements are met and transactions still fail:

·       Verify internet connectivity.

·       Confirm Cloud Pay Display is open.

·       Confirm the correct merchant is logged in.

·       Re-authorize the Clover account from the FullCount Back Office Community page.

o   Even if the Back Office page already says the integration is finished setting up

·       Ensure FullCount Terminal being used has correct Integration selection and correct Credit Card Terminal Serial Number.

·       When attempting to test payments by using a FullCount Application in a browser, ensure the URL has the correct FullCount Terminal Serial Number.

Onboarding Process

Step 1: Merchant Onboarding

LCS/Community and Professional Solutions:

·       Onboard the merchant as a FullCount-integrated merchant.

·       Provision/deliver/set-up Clover payment terminals.

·       Install Cloud Pay Display on all applicable devices.

·       Enable card-not-present processing when required.

Note: Merchants must not have a Medical SID code, Clover has heavy restrictions for merchants with medical SIDs

Step 2: Create FullCount Support Ticket

Professional Solutions submits a request to:

support@fullcount.net

A FullCount support representative will initiate setup.

Step 3: Configure Clover Integration

FullCount:

• Adds Clover to the organization's Credit Card Integration Settings.

Step 4: Authorize Clover Account

Via the FullCount Back Office, the Organization will self-register their account through FullCount's Connect Your Clover Account process. Steps are below.

·       Customer selects the Connect your Clover Account button found in the Back Office > Community > Community Info.

·       Customer will be redirected to login to their respective Clover Merchant Account.

·       Customer selects the appropriate business to link to the respective FullCount instance.

·       Once selected and confirmed, the user will be navigated back to the FullCount Back Office.

FullCount Support should verify:

·       Successful authentication.

·       Correct Merchant ID population.

Step 5: Provide Deployment Information

LCS/Community supplies:

·       Which payment terminal (serial number) goes with which FullCount POS device(s) (serial number).

·       Whether online ordering is appliable.

·       Departments/Modes approved for credit payments.

·       Desired date to enable the Clover payments integration with FullCount.  (Additional coordination may be required if the Clover payments integration is replacing a different (e.g. Bank of America) payments integration.)

Step 6: Final Configuration

FullCount:

·       Associates terminals to POS devices.

·       Configures payment methods in departments/modes.

·       Enables online ordering integration.

·       Completes deployment.