ISV Integration (Brazil & Mexico)

Brazil
Mexico

Under this page you will learn they key basics to integrate with Clover if you are an ISV operating in Brazil or Mexico.

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Use our Clover Documents for ISVs

How it Works

As part of the First Data and Fiserv family, Clover delivers a robust business management platform coupled with an extensive offering of merchant services to empower your small business for growth.

Clover devices use a powerful Fiserv’s app for payment processing, known as “SITEF Sales app”, this app is supported with Fiserv’s acquiring services worldwide recognized.

Additionally, Clover’s apps are the start of the full solution to unite both worlds: Fiserv and Clover.

If you are an ISV in Brazil or Mexico, you need to use the “SITEF sales app” to take advantage of Fiserv’s acquiring services together with the Clover’s app to create your own solution.

To have your own application as ISV you will need to follow this general process:

  1. Create a global developer account.
  2. Create test merchants.
  3. Create an app
    1. Be sure to use “Sitef sales app” for credit/debit cards authorizations.
    2. Use any other Clover’s app you want.
  4. Install your app to a test merchant.
  5. Get your app approved.

SITEF Sales App SDK

The SiTef Sales App is an application developed by Fiserv for the Android platform on Clover terminals that allows integration with automations that wish to carry out transactions (TEF) through Fiserv SiTef with integration into the platform and benefits of the Clover ecosystem and Fiserv ecosystem.Please refer to: SITEF Sales app documentation SDK for further detail

Clover’s Devices SDKs

Clover devices run a custom version of the Android operating system. Apps that run on Clover devices must be written to run on the Android operating system (OS). Clover provides support for multiple devices in multiple regions.

Following list are the standard Clover's apps you can use as default for your solution in each LATAM region.

AppSupported in MexicoSupported in Brazil
SITEF sales app (Mandatory for Fiserv’s ISV)YesYes
MerchantYesYes
CashYesYes
CustomerYesYes
EmployeesYesYes
InventoryYesYes
NotificationsYesYes
OrdersYesYes
AppsYesYes
PrintsYesYes

Review the API or SDK for each application so you know how to integrate it with your own application. That’s the way to create a new personal app for your business.

Get started with the Global developer platform.

As a developer, you can make a difference and transform the way merchants run their business by saving time through intuitive apps. Merchants are looking for solutions to make their small to medium businesses more efficient and profitable. Our open platform lets you seamlessly connect your apps and reach merchants in new ways.

The Clover open platform provides tools for you to design, configure, test, and manage app integrations for Clover merchants in the sandbox and production environments. In Latin America (LATAM). The Clover global developer platform offers a consolidated developer experience with access to the Global Developer Dashboard.

On the Global Developer Dashboard, you can access both the sandbox and developer environments with a single Clover global developer account. You get a seamless experience for developer account management and for developing and launching integrations. You can:

  • Log in with a single global developer account and switch between the sandbox and production environments.
    • A new account in the global developer platform will automatically create an user for both: the sandbox environment and the prod environment.
  • Invite other developers in your organization to join your account. Once they accept the invite, they are automatically added to both the sandbox and production environments.

Sandbox environment

Build and test your apps in the sandbox first. You need to:

  1. Install your apps on test merchants accounts. When you sign up on the global developer platform to create a developer account, Clover creates a default test merchant account for both sandbox and production environments.
  2. Create additional test merchant accounts with different settings to simulate the effects of regions, time zones, currencies, or permissions.
  3. Test your apps that interact with the Clover payment functions. The sandbox environment is connected to a test payment gateway that checks the validity of test cards and provides realistic responses to payment requests. This lets you build apps that can handle all possible responses when completing a transaction.

Production environment

After you create and text your app in sandbox, you need to get it approved for launch. Use the production environment to:

  1. Complete the developer account verification and approval process.
  2. Re-create your app in the production environment.
  3. Submit your app for approval after you test your app. The Clover team reviews and approves each developer account you create in the production environment. After your app is approved and published, merchants can download and install your app from the Clover App Market.
  4. Monitor the status of your app approval and communicate with the Clover team from the production Developer Dashboard. For more information, see Understand the app approval process.

Use our checklist for app developers

Build your app

To start building apps for Clover, you need to create your developer account. Here are the high-level steps you need to follow:

  1. Create a global developer account.
  2. Create additional test merchants, if needed.
  3. Build and test your app in the sandbox environment.
  4. Generate an API test token on the test Merchant Dashboard.
  5. Submit developer account for approval.

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Developer Account Approval

You can submit your developer account for approval in the production environment even while you are building and testing your app in the sandbox environment.

Launch your app

Use the following checklists for instructions to publish your app:

  1. Recreate your app in the production environment.
  2. Test your app and record payment flow videos for your app submission.
  3. Complete the app approval process.
  4. Launch your approved app.
  5. Manage your apps:
    1. Settings
    2. Approvals
    3. Installs
    4. Performance
    5. Billing details
  6. Keep up to date with Clover platform information.
    1. Track new features { https://docs.clover.com/docs/whats-new} in each release.
    2. View developer release notes, including What's new, Bug fixes, and announcements about products and features.

Create global developer account.

Clover requires you to create a developer account and get your account settings approved to initiate the integration approval process. Once the account settings are approved, you can submit integrations for approval and then manage and track app performance on the Global Developer Dashboard.

Step 1—Create your user account:

  1. Click https://www.clover.com/global-developer-home, or type this address in your browser and press Enter.
  2. On the Log in page, click Sign Up. The Sign up page appears.
  3. Enter the following information:
    1. Your name as you want it to display in your developer profile.
    2. Your email address; this is saved as the username for logging in after signing up.
    3. Your password to access your developer account.
  4. Click Create Account. A confirmation email is sent to your email address.

Step 2—Confirm your account: Confirm your developer account within 24 hours of creating the account; otherwise, you will need to re-create the account.

  1. Check your email for an account confirmation email from Clover.
  2. Open the confirmation email and click Confirm your email address. The Finish setting up your account page appears.

Step 3—Finish setting up your account:

  1. On the Let's finish setting up your account page, enter the developer or company name in the Developer Account Name field. This name appears as the app owner in the Clover App Market.
  2. From the Choose where your integrations will be available drop-down list, select the region where your integration will be available.
  3. Click Create Account. A Developer Account Created pop-up appears. Additionally, a test merchant account is created in both sandbox and production environments.
  4. Click Log In and enter your credentials. The two-factor authentication (2FA) setup starts.

Step 4—Set up two-factor authentication (2FA)
Before you proceed to set up the 2FA for your account, download an authenticator app on your phone.

  1. Click Set up. Open your authenticator app pop-up appears.
  2. Use the authenticator app to scan the QR code. A six-digit verification code appears on the app.
  3. Enter the verification code.
  4. Click Next. A Successfully enabled pop-up appears on the screen.
  5. Click Download recovery codes. A text (.txt) file is saved on your device. Use these recovery codes in case you cannot access your authenticator app.
  6. Click Done. After the 2FA setup is complete, the login page appears.
  7. Enter your credentials and the verification code to access your account and view the Global Developer Dashboard.

Create additional test merchants

Test merchant accounts let you simulate merchant interactions with your application. This includes installing your app, assigning permissions, and then testing all the features of your app. When you create a global developer account, Clover creates a Default Test Merchant account for both sandbox and production environments in the Global Developer Dashboard. You can also create additional test merchant accounts with different settings to simulate the effects of different regions, time zones, currencies, or permissions schemes.

To create additional test merchants:

  1. Log in to your Clover global developer account. The Global Developer Dashboard appears.
  2. In the default Sandbox tab, from the Dashboard drop-down menu, click Create test location. The Create your Test Merchant page appears.
  3. Add information in the following fields:
FieldDescription
Merchant NameName of the merchant that displays on the Test Merchants page and Dev Kits associated with the account.
CountryCountry where the merchant is located.
Zip/Postal CodePostal code for the merchant location.
Address LineStreet and building information for the merchant location.
CityCity of the merchant location.
State/ProvinceState or province of the merchant. If the selected country does not have states or provinces, enter n/a.
Phone NumberPhone number for the merchant.
CurrencyCurrency accepted by the merchant.
TimezoneTimezone for the merchant.
Employee Passcode LengthPasscode of 4- or 6-digits that employees of the merchant business must use to log on to the test device.
  1. Click Create Account. The merchant you added displays in the test merchants list.

You can now view and manage your test merchant business information. See Manage test merchants for more information.