Nextiva NEXT - Clover Setup Guide

Overview

Use this guide to install and connect the Clover integration from the NEXT Marketplace.

The Clover integration puts Xbert AI in full control of your point-of-sale order workflow. Without leaving NEXT, Xbert AI can pull up live order details, open new orders on demand, add line items mid-conversation, and lock orders the moment payment is confirmed.

Note: A Clover account is required to use this integration. The Clover integration is compatible with Xbert AI only.

Before You Begin

Ensure the following:

• You have an active Clover merchant account.

• You know your Clover Merchant ID.

• You have access to Setup → API Tokens in your Clover account to generate an API key.

• You know which environment your Clover account uses Production-US, Production-Europe, or Sandbox.

• You have permission to install apps in the NEXT Marketplace.

Install Clover in NEXT

Step 1: Open the App in Marketplace

1. Select App marketplace in the left navigation.

2. Select Clover.

3. Select Install.

 

You will see a confirmation screen titled:

You are about to add Clover for NEXT

1. Select the checkbox to accept the Terms and Privacy Policy.

2. Select Next.

 

Step 2: Connect

On the Connect screen, complete the following fields:

 

Merchant ID

Enter your Clover Merchant ID. The Merchant ID is part of the URL used to access your Clover merchant website, in the following format:

https://sandbox.dev.clover.com/home/m/{Merchant_ID}

To find your Merchant ID, log in to your Clover account and check the URL in your browser's address bar.

Environment

Select the environment that matches your Clover account:

Note: Select Sandbox only for testing purposes. Switch to the appropriate Production environment before going live.

Api key

Enter your Clover API token.

To generate an API token:

1. Log in to your Clover account.

2. Navigate to Setup → API Tokens.

3. Generate a new token if one does not already exist.

4. Copy the token.

5. Return to NEXT and paste it into the Api key field.

After completing all fields, select Connect, then select Next.

Installation Complete

If the Merchant ID and API key are valid, you will see the Review screen confirming the installation is complete.

Select:

• Done to exit, or

• Manage apps to review the integration.

Verify the Connection

After installation:

1. Select App marketplace in the left navigation, then select Manage apps.

2. Select Clover.

3. Confirm the status shows Active.

4. Initiate a test interaction in NEXT that involves a Clover order action.

5. Confirm the order data appears correctly in Clover.

Troubleshooting

Invalid Merchant ID

• Confirm the Merchant ID matches the value in your Clover merchant website URL exactly.

• Verify you are using the Merchant ID for the correct Clover account.

Invalid API key

• Confirm you copied the full API token without any extra spaces.

• If the token has expired or been revoked, navigate to Setup → API Tokens in Clover, generate a new token, and reconnect.

Wrong environment selected

• Verify the environment matches your Clover account — Production-US, Production-Europe, or Sandbox.

• Return to App marketplace → Manage apps, select Clover, and update the environment before reconnecting.

Integration status not showing Active

• Return to App marketplace → Manage apps and check if the connection shows an error state.

• Select Clover and re-enter the Merchant ID, Environment, and API key.

• Reconnect the integration.