INSTALL COMMERCE SYNC
- Log in to Clover.com from a browser (not a Clover device).
- From the menu, click More Tools.
- Looks for or type in "Commerce Sync".
- Click on the Commerce Sync app.
- Click Install Now.
- Select the Essential or Expert plan and then click Accept & Install.
- Click the green Open App button to continue.
CONNECT TO XERO
Click on the Connect to Xero icon.
- Sign in to your Xero account.
- Once you have signed into your Xero account, you will be asked to authorize Commerce Sync to access your information. Click the Authorize button so that Commerce Sync can transfer sales information to your Xero account automatically on a daily basis.
VERIFY AND TEST
After authorization is complete, Commerce Sync will verify your activation. Once you see the green check marks, click Continue.
YOU'RE ALMOST SET TO SYNC!
Depending on your Clover settings, Xero settings or the Commerce Sync plan that you chose, there may be some additional steps or notifications for you to review.
Click on Visit Dashboard to view and change your account settings.
YOU'RE READY TO SYNC!
Each day, Commerce Sync will transfer all of your sales for the previous day to Xero. This transfer will occur after midnight to ensure that all orders for the day are closed.
For help during your activation, please visit our Help Center:
- Find out more information on transferring sales that you had prior to installing
- Managing your Commerce Sync settings
- Troubleshooting Transfer Errors