Setting up a Clover Terminal Integration

Step 1: Linking the Merchant Account and HART

• The Merchant Name needs to be loaded in Configuration > Financials > Payments.  Please note at this stage only the Merchant Name needs to be loaded.

• HART will supply a link similar to the following: https://cloud-reservations.net/api/auth/clover/signin?hotelID=2304 which should be clicked on.  Following logging-in to Clover, the Merchant and HART can be connected.  Once complete a success message will be displayed.  

Please note only those with authorised access to the Merchant’s Clover dashboard can complete this step

• Configuration > Financials > Payments: only once complete should the Set button be pressed.  This will populate the Merchant ID and Token field

Step 2: Linking the Clover Terminals and HART

• This guide is intended for use after the initial configuration of the PDQ machines.   It is assumed they have been activated and connected to a Wi-Fi network.

• Typically Located inside the paper role holder, each PDQ has a barcode sticker similar to the image below, under which will be the machine serial number starting with a ‘C’

This serial number and the default location of that machine (e.g. Reception 1) should be noted.  At this stage we recommend labelling each machine with its default location.

The PDQ Serial numbers and their location must be registered inside the PMS via Configuration > Access > Terminals.  Please note all Terminals must be given the User Clover in order to be compatible with the POS.  The Merchant Name should be selected from the drop down and once complete the Copy button pressed

• Once complete the integration needs to be set via Configuration > Global > Advanced where within the Terminal Integration section each area should be set to FiServ

Step 3: Registering the Apps on Device

• In order to take integrated payments the Clover device must have the CloudPay Display App installed, the icon for which is below.  If not present this will need to be downloaded via the App Market (the app is free to download)

• The HART apps are not publicly available via the App Market and must be downloaded once per merchant by an authorised Clover FiServ account holder.

The HART POS Payments app is available via:

https://www.eu.clover.com/oauth/authorize?client_id=P131C37QRYG3T

This app allows for orders to be located from the PDQ and payment initiated.  The download is merchant account wide and will initiate the download of the app to every PDQ device connected to the merchant on re-start

Once complete the below app icon will appear:

Before the first use on every PDQ  it is necessary to register the app against the hotel. Click Register following which enter the Hotel ID and press Save to complete the process.   The Hotel ID can be located by logging into cloud-reservations and is the 4-digit ID at the end of the URL e.g. 2304.   Please contact HART Support for assistance.

The HART Mobile POS app can be downloaded here:

https://www.eu.clover.com/oauth/authorize?client_id=R7CG9N4BZXPQ8

This app is a reduced functionality android version of the POS.  Please note it is necessary to install a printer bridge to enable this app, please see below for further details.  The download is merchant account wide and will initiate the download of the app to every PDQ device connected to the merchant on re-start

Once complete the below app icon will appear:

Before the first use on every PDQ it is necessary to register the app against the hotel. Click Register following which enter the Hotel ID and a live username and log-in password as per the PMS and Register to confirm.

Once successful an acknowledgement will be displayed and the app is ready to use.

Step 4: Installing the printer bridge

In order for the Mobile POS App to print preparation checks a printer bridge must be installed.  This is typically completed in the same location as the central HART folder.   The steps are:

• All preparation printers must be installed on the server – in order to complete this the necessary drivers are required along with the printer locations and shared name
• The printer bridge software must be installed
• Using the on-server PMS installation each preparation printer must be assigned to an outlet
• The Receipt printers must also be set as a usage

HART support is on-hand to assist with this stage of the set-up.