Test your Clover integration

Test our Clover integration by reading sandbox data to a test company

Codat recommends that you test your integration before sending linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URLs to customers.

When you've set up your Clover integration, you're ready to test the authorization process for your integration. You'll need to:

• Set up a test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. in the Codat Portal.
• Generate a LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL to connect your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to your Clover app.
• Retrieve commerce data.

Set up a test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources.

1. Go to the Codat Portal where you've enabled your integration and sign in.
2. Go to Companies.
3. On the right side of the page, click Add new companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources..
4. Enter a name for your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. and select Add.
5. Keep the Companies page open in a separate browser tab. You'll need it for the next stage of the process.

Generate a linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL and connect your test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. to your Clover app

1. On the Companies page of the Codat Portal, find the test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that you created earlier.
2. Next to the companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. name, select Request data.
3. The LinksLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL dialog box is displayed.
4. At the bottom of the LinksLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL dialog box, copy the URL.
5. Paste the linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. URL into your browser, which takes you to Codat LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat..
6. Choose Clover and then Next.
7. You will be prompted to authorize access to commerce data and log in to your Clover account in Sandbox.

Retrieve commerce data

To make sure that commerce data has been read successfully into the Codat Portal:

1. Go to the Codat Portal where you've enabled your integration.
2. In the navigation bar, select Companies, and then select the test companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. that you created.
3. Select Commerce APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. to see data for all Commerce data types.
4. If no data is displayed, click Refresh data. You can also view Read history to check the status of previous data syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule..