Why Connect Clover to Thryv Business Center

If your business uses Clover as your point-of-sale system, your customer records and payment history are living in a separate platform from your Thryv Business Center™ account. That means duplicate data entry every time a Clover customer needs follow-up communication, and no visibility into Clover transaction history when you are working inside Thryv Business Center. The Clover integration solves this by automatically importing your Clover customers and payments into Thryv Business Center — and keeping them in sync as new transactions happen.

Use the Clover integration to:

• Bring your Clover customer list into Thryv Business Center — The initial sync imports your existing Clover customers directly into your Thryv Business Center CRM so you can start communicating with them right away.

• Keep payment records in one place — Every new Clover payment automatically creates a corresponding payment record in Thryv Business Center, giving you a complete view of client transaction history without switching platforms.

• Automatically add new Clover customers to your CRM — When a new customer makes a payment in Clover, the Clover integration creates a new client record in your Thryv Business Center CRM automatically.

To use the Clover integration, you need an active Clover account and an active Thryv Business Center account. The Clover integration is not available for Thryv Business Center accounts with the HIPAA add-on enabled.

The diagram above shows the data flow for the Clover integration. Data moves in one direction only — from Clover to Thryv Business Center. The Clover integration does not push data from Thryv Business Center back to Clover, and it does not connect Clover as a payment processor for Thryv Business Center invoices or appointments.

How to Install the Clover Integration

The initial installation imports your existing Clover customer list and payment records into Thryv Business Center. The installation time depends on the number of customers in your Clover account — the more customers you have, the longer the installation takes. You will receive a notification in your Thryv Business Center inbox when the installation is complete.

To begin installation, click App Market in the left-hand navigation of Thryv Business Center. Find the Clover app in the App Market and click on it to open the app detail page. Click Launch This App to begin the setup process.

The screenshot above shows the Clover app detail page in the App Market. The Launch This App button is displayed on the page. Clicking Launch This App opens the Clover setup form where you will enter your Clover account credentials. The app detail page does not show sync history or connected account status — those are visible after the installation is complete.

After clicking Launch This App, a setup form appears. Enter your Merchant Name and Merchant ID in the fields provided.

The screenshot above shows the Clover setup form with the Merchant Name and Merchant ID input fields displayed. Both fields are required to complete the installation. The setup form does not include a password field — only the Merchant Name and Merchant ID are needed to connect your Clover account.

To find your Merchant Name and Merchant ID, sign in to your Clover account and click the Account & Setup tab. Your Merchant Name appears under the business name section and also at the top of your Clover screen next to the Clover logo. Your Merchant ID appears in the URL of your browser when you are logged in to your Clover account — look for mid= followed by your merchant ID number in the URL.

The screenshot above shows two locations in the Clover account where your credentials can be found. The business name section displays the Merchant Name. The browser URL bar shows the mid= parameter followed by the Merchant ID number. The Account & Setup screen does not display your Merchant ID anywhere on the page itself — the Merchant ID is only visible in the browser URL.

After entering your Merchant Name and Merchant ID in the Thryv Business Center setup form, click Submit. A success message appears confirming that you have successfully registered for the Clover integration.

The screenshot above shows the success message that appears after your Merchant Name and Merchant ID have been submitted. The success message confirms that your Clover account has been registered. The setup of the Clover integration takes approximately 15 minutes after the success message appears. You will receive a notification in your Thryv Business Center inbox when the integration is ready.

After submitting your credentials in Thryv Business Center, you will also receive an email from Clover confirming that the Thryv app has been added to your Clover dashboard. The email will state that the app has been pushed to your merchant account. After receiving the email, sign in to your Clover account and click the Thryv app in the left-hand navigation of your Clover dashboard to initiate the sync.

The screenshot above shows the left-hand navigation of the Clover dashboard with the Thryv app listed as an option. Clicking Thryv in the Clover dashboard left-hand navigation initiates the sync. The Thryv option only appears in the Clover dashboard after the app has been successfully registered in Thryv Business Center.

Once the sync is initiated, Thryv Business Center begins importing your Clover customer list and payment records. You can close the Clover dashboard window while the installation is in progress. You will receive a message in your Thryv Business Center inbox when the installation is complete.

The screenshot above shows the Thryv Business Center CRM after the initial Clover sync is complete. Imported Clover customers appear as individual client records in the CRM. Only Clover customers who have both an email address and a phone number on file in Clover are imported. Clover customers without an email address or phone number are not imported during the initial sync.

The screenshot above shows the Thryv Business Center payments section after the initial Clover sync is complete. Imported Clover payment records are listed alongside existing Thryv Business Center payments. Partial payments and overcharges from Clover are not imported — only completed, fully paid transactions are included in the sync.

How the Ongoing Clover Sync Works

After the initial installation, the Clover integration maintains a one-way ongoing sync from Clover to Thryv Business Center. The sync runs automatically and is triggered by new activity in your Clover account. No manual action is required to keep the sync running after the initial setup.

How New Clover Customers Sync to Thryv Business Center

When a new customer is created in your Clover account, the Clover integration automatically creates a new client record for that customer in your Thryv Business Center CRM. The new client record is created using the customer information available in Clover at the time of the sync.

The screenshot above shows the Clover customer creation screen. A new customer is being added with name, email, and phone number fields visible. When this customer is saved in Clover, the Clover integration automatically creates a matching client record in Thryv Business Center.

The screenshot above shows the Thryv Business Center CRM with a new client record automatically created by the Clover integration. The client record displays the customer information imported from Clover. The client record is created in Thryv Business Center only after the customer is saved in Clover — the sync does not run in real time and may take a few minutes to appear.

How New Clover Payments Sync to Thryv Business Center

When a new payment is processed in Clover, the Clover integration automatically creates a corresponding payment record in Thryv Business Center. The behavior depends on whether the customer associated with the payment already exists in your Thryv Business Center CRM:

• New customer with a new payment in Clover — The Clover integration creates both a new client record and a new payment record in Thryv Business Center. Both the customer information and the payment details are imported together.

• Existing customer with a new payment in Clover — The Clover integration creates a new payment record in Thryv Business Center and assigns it to the existing client record for that customer.

• New payment with no customer information in Clover — The Clover integration creates a payment record in Thryv Business Center using a placeholder client name in the format Clover Client followed by the order number.

The screenshot above shows a Thryv Business Center payment record created from a Clover payment that had no customer information attached. The client name displays as Clover Client followed by the order number. This placeholder name indicates the payment came from Clover but was not associated with a named customer in the Clover account at the time of the transaction.

How to Uninstall the Clover Integration

The Clover integration must be uninstalled from within your Clover account — it cannot be removed from Thryv Business Center directly. To uninstall, sign in to your Clover account. Click More Tools in the left-hand navigation of the Clover console.

The screenshot above shows the Clover console left-hand navigation with the More Tools option visible. Clicking More Tools opens the tools and apps management section of your Clover account. The More Tools option is located in the left-hand navigation panel of the Clover console — it does not appear on the Clover dashboard home screen.

Click Installed Apps to view the apps currently installed on your Clover account.

The screenshot above shows the More Tools section of the Clover console with the Installed Apps option displayed. Clicking Installed Apps opens a list of all apps currently installed on your Clover account. The Installed Apps list does not show apps that are available but not yet installed.

Find Thryv in the Installed Apps list and click on it.

The screenshot above shows the Installed Apps list in Clover with the Thryv app listed. Clicking on Thryv opens the app detail page for the Thryv integration within Clover. The Installed Apps list shows all currently active integrations — if Thryv does not appear in the list, the integration is not currently active on your Clover account.

On the Thryv app detail page in Clover, click the three-dot menu icon in the top right corner of the page, then click Uninstall App.

The screenshot above shows the Thryv app detail page in Clover with the three-dot menu dropdown open. The Uninstall App option is displayed in the dropdown. Clicking Uninstall App removes the Thryv integration from your Clover account and stops the ongoing sync. Uninstalling the Clover integration from Clover does not delete the client records or payment records that were previously imported into Thryv Business Center.

Frequently Asked Questions

What does this article cover?

This article covers how to install the Clover integration from the Thryv Business Center App Market, how the ongoing one-way sync from Clover to Thryv Business Center works, and how to uninstall the Clover integration from your Clover account. This article does not cover how to use Clover as a payment processor for Thryv Business Center invoices or appointments — the Clover integration is a one-way data import tool only. For information on connecting a payment processor to Thryv Business Center, see Payment Processors Available in Thryv Business Center.

Can I use the Clover integration if I have the Thryv HIPAA Add-On?

No. The Clover integration is not available for Thryv Business Center accounts that have the HIPAA add-on enabled. Clover is not HIPAA-compliant, and enabling the Clover integration on a HIPAA-enabled account is not supported.

What data does not sync during the initial import from Clover?

The following data is not included in the initial sync from Clover to Thryv Business Center:

• Clover customers who do not have both a phone number and an email address on file in Clover will not be imported.

• Partial payments will not be imported. A Clover payment is only imported to Thryv Business Center after the transaction has been paid in full.

• Overcharge transactions will not be imported.

Can I use Clover to process payments for Thryv Business Center appointments or invoices?

No. The Clover integration is a one-way data import tool — it moves customer records and payment history from Clover into Thryv Business Center. The Clover integration does not connect Clover as a payment processor for Thryv Business Center appointments, invoices, or products. To accept payments for Thryv Business Center items, you need to connect a supported payment processor. For the full list of available payment processors, see Payment Processors Available in Thryv Business Center.