In the Cloud
The Clover Connector Browser SDK provides an interface that lets you use your web-based point of sale (POS) software to interact with Clover customer-facing payment devices through the cloud.
You can use these instructions to connect to your Clover device, initiate a Sale request, and handle the response to your Sale request. The instructions cover the current version of the SDK.
A more comprehensive tutorial for this SDK is available on GitHub: Remote Pay Cloud Codelab.
Prerequisites
- Read the Overview of the Clover platform
- Set up a developer account (including your test merchant settings).
- Order and set up a Clover Developer Kit (Dev Kit).
- Create a Remote App ID (
remoteApplicationID
) for your semi-integration POS. This is different from your App ID.
Before you begin
- Install the Cloud Pay Display app on the Clover device.
- Use the Secure Network Pay Display app for a local network connection on the Clover Flex, Clover Mini, and Clover Mobile.
Connectivity
The JavaScript Cloud Connector uses WebSockets to communicate with the Clover device through a direct connection (using the Secure Network Pay Display app) or Clover servers (using the Cloud Pay Display app).
Whether you use a direct or cloud configuration depends on several factors.
Connectivity | Advantages | Disadvantages |
---|---|---|
Direct connection—Secure Network Pay Display | - Performance: A direct connection performs better than a cloud connection, which proxies requests through Clover servers. - Simple connection configuration: The configuration for a direct connection is simpler than that for a cloud connection configuration. | Point of sale (POS) users need to install and trust the Clover device server certificate in any browser that runs your POS application. |
Cloud connection—Cloud Pay Display | - Flexibility: Cloud connections support connecting to devices that are not on the same network as the POS. - No certificate requirements: The application connects to the device through Clover servers, eliminating the need for browsers running the POS to install and trust the Clover device server certificate. | - Performance: Cloud proxies make requests through Clover servers, so they may not perform as well as when directly connected to the Clover device. - More complex connection configuration: Connection configuration for the cloud is more complex than the configuration for a direct connection. |
1. Configure a connection
Clover recommends that connections to the Clover device use the builder for a paired or cloud configuration. The builders reduce the amount of code needed to connect to the device. You can use the constructor directly.
Option 1: Direct connection with Secure Network Pay Display
You need to install the Secure Network Pay Display and run the app on the Clover device before you can connect directly.
Parameters for network connection
Use the following parameters to configure network connections:
Network connection parameters | |
---|---|
Parameter | Description |
applicationId | Remote application ID (RAID) of the point of sale (POS) app. |
uri | Endpoint of the Clover device, for example, wss://192.168.1.15:12345/remote_pay . Displays on the screen when you first launch the Secure Network Pay Display app. |
posName | Name displayed during pairing to identify the POS attempting to connect to the device. |
serialNumber | Serial number/identifier of the POS, as displayed in the Secure Network Pay Display app. Note: This is different from the Clover device serial number. |
authToken | Authorization token retrieved from a previous pairing response and passed as an argument to onPairingSuccess . The authToken is null for the first connection. Store and use the authToken in subsequent requests to skip pairing. |
onPairingCode | Device sends a pairing code to call the function. |
onPairingSuccess | Paired POS and device call the function. |
Sample code
The following is an example code of a direct connection using the paired configuration builder:
const clover = require ("remote-pay-cloud");
...
const networkConfigurationBuilder = new clover.WebSocketPairedCloverDeviceConfigurationBuilder(
"SWDEFOTWBD7XT.9MGLGMDLSYWTV", // applicationId
"wss://192.168.0.20:12345/remote_pay", // uri
"myPOS", //posName
"Register_1", //serialNumber
null, //authToken
onPairingCode, //onPairingCode
onPairingSuccess //onPairingSuccess
);
const pairedConfiguration = networkConfigurationBuilder.build();
Option 2: Cloud Pay Display
You need to install and start the Cloud Pay Display on the Clover device before you can connect.
Set the CORS domain
You need to configure the CORS domain using the Developer Dashboard to establish a connection between your app and the Clover device.
- Log in to the Developer Dashboard.
- On the Your Apps tab, find your app and click Settings.
- On the Settings page, click Web Configuration.
- In the CORS Domain field, enter your app's URL.
- Click Save.
Parameters to configure a cloud connection
Use the following parameters to configure a cloud connection:
IMPORTANT
When you configure the environment in production, set the
cloverServer
tohttps://api.clover.com
. Be sure to enter thewww
subdomain.
Cloud connection parameters | |
---|---|
Parameter | Description |
applicationId | Remote application ID (RAID) of the point of sale (POS) app. |
deviceId | retrieve an accessToken and your merchantId before you can get thedeviceId . Then, make the following GET request to the Clover REST API:https://{cloverServer}/v3/merchants/{merchantId}/devices |
merchantId | Unique universal identifier (UUID) of the merchant. See how to Use test merchant identifier and API token page. |
accessToken | OAuth token is used to contact the Clover server. For more information, see OAuth flows for Clover. |
cloverServer | Base URL for the Clover server used in the cloud connection, for example, https://api.clover.com or https://sandbox.dev.clover.com/ . |
friendlyId | Identifies the specific terminal connected to the Clover device. If you don't provide a unique ID, problems with reconnection logic may occur. Also, the SDK may return inaccurate error messages if another terminal is already connected to the Clover device. |
Sample code
The following sandbox example code shows a cloud connection using the cloud configuration builder:
const clover = require ("remote-pay-cloud");
...
const cloudConfigurationBuilder = new clover.WebSocketCloudCloverDeviceConfigurationBuilder(
"SWDEFOTWBD7XT.9MGLGMDLSYWTV", // applicationId
"f0f00afd4bc9c55ef0733e7cb8c3da97", // deviceId
"VKYQ0RVGMYHRR", // merchantId
"7aacbd26-d900-8e6a-80f0-ae55f5d1cae2", // accessToken
);
const cloudConfiguration = cloudConfigurationBuilder.setCloverServer("https://sandbox.dev.clover.com")
.setFriendlyId("A unique ID for your POS terminal")
.build();
2. Create a Clover Connector
Create a Clover Connector and pass in the configuration from the previous step.
const clover = require ("remote-pay-cloud");
...
var builderConfiguration = {};
builderConfiguration[clover.CloverConnectorFactoryBuilder.FACTORY_VERSION] = clover.CloverConnectorFactoryBuilder.VERSION_12;
var cloverConnectorFactory = clover.CloverConnectorFactoryBuilder.createICloverConnectorFactory(builderConfiguration);
var cloverConnector = cloverConnectorFactory.createICloverConnector(connectorConfiguration);
3. Add a listener to the Clover Connector
- Define an
ICloverConnectorListener
that will listen for callbacks when transactions finish and other events occur. Include the connection status methods that the listener calls:
onDeviceDisconnected()
—Clover device is not available.onDeviceConnected()
—Clover device is connected but not available to process requests.onDeviceReady()
—Device is connected and available to process requests. Once the device is ready, aMerchantInfo
object with information about the device, merchant, and some potential merchant payment configuration data (such assupportsAuths
orsupportsVaultCards
) is passed in.
NOTE
onDeviceReady()
may be called multiple times. For this reason, we do not recommend initiating sales or other transactions fromonDeviceReady()
.
const clover = require ("remote-pay-cloud");
...
var defaultCloverConnectorListener = Object.assign({}, clover.remotepay.ICloverConnectorListener.prototype, {
onDeviceReady: function (merchantInfo) {
updateStatus("Pairing successfully completed, your Clover device is ready to process requests.");
console.log({message: "Device Ready to process requests!", merchantInfo: merchantInfo});
},
onDeviceDisconnected: function () {
console.log({message: "Disconnected"});
},
onDeviceConnected: function () {
console.log({message: "Connected, but not available to process requests"});
}
});
- Add the listener to the Clover Connector.
cloverConnector.addCloverConnectorListener(defaultCloverConnectorListener);
4. Initialize the connection
Initialize the connection to start communication with the Clover device before you call any methods (other than those that add or remove listeners).
cloverConnector.initializeConnection();
5. Display a message on the Clover device
Send a test message to the Clover device.
this.cloverConnector.showMessage("Welcome to Clover Connector!");
After you connect to the Clover device and send a successful test message, you can start making requests.
NOTE
Clover recommends that your app create, initialize, and maintain one Clover Connector for all transactions. A constant connection eliminates the overhead needed to re-open the connection.
6. Initiate a sale from your POS software
To make a Sale()
request:
- Define how to handle the
SaleResponse
in yourICloverConnectorListener
. The truncated code below is an overview of the methods you need to use to get a response to aSale
request. A detailed interpretation of theSaleResponse
appears in the Handle the result of a Sale transaction section.
var saleListener = Object.assign({}, defaultCloverConnectorListener, {
onSaleResponse: function (response) {
….
},
onConfirmPaymentRequest: function (request) {
...
},
onVerifySignatureRequest: function (request) {
...
}
});
cloverConnector.addCloverConnectorListener(defaultCloverConnectorListener);
- Create a
SaleRequest
and call theSale()
method.
const clover = require ("remote-pay-cloud");
const sdk = require ("remote-pay-cloud-api");
...
var saleRequest = new sdk.remotepay.SaleRequest();
saleRequest.setExternalId(clover.CloverID.getNewId());
saleRequest.setAmount(10);
console.log({message: "Sending sale", request: saleRequest});
this.cloverConnector.sale(saleRequest);
When you call the Sale()
method, Clover contacts the payment gateway and returns information about the result of the transaction to your POS.
7. Handle the result of a sale transaction
After Clover processes the Sale
transaction request, Clover calls onSaleResponse()
. Transaction responses have a boolean Success
property and an enum Result
property that provides information on the success flag.
If the transaction is successful, the response also includes the Payment
object, which may contain the full or partial amount of the Sale
request.
A Sale
transaction may return as a tip-adjustable Auth
, depending on the payment gateway. The SaleResponse
includes a boolean isSale
variable that indicates whether the Sale is final or will be finalized during closeout.
console.log({message: "Sale response received", response: response});
if (!response.getIsSale()) {
console.log({error: "Response is not a sale!"});
}
8. Sale transaction errors
onSaleResponse()
returns one of the following codes:
Error code | Description |
---|---|
SUCCESS | Call succeeded and was successfully queued or processed. |
FAIL | Call failed due to an incorrect value being passed in, an invalid card, insufficient funds, or another reason. |
UNSUPPORTED | Current merchant configuration doesn't support the capability. |
CANCEL | Merchant or customer has pressed the Cancel or Back button on the Clover device. |
ERROR | Unexpected or mishandled error. This code is returned when the SDK encounters one of the following problems: - Device Connection Error : Clover device is not connected.- Request Validation Error : Request that was passed in for processing is empty.- Request Validation Error : Request ExternalId cannot be null or blank.- Request Validation Error : Request amount cannot be zero.- Request Validation Error : Request tip amount cannot be less than zero.- Merchant Configuration Validation Error : Not offered by the merchant-configured gateway. |
9. Test your app
Test your app using the test card numbers for declines and partial transactions. See Test region-based payment flows.
10. Dispose of the Clover Connector
You can use CloverConnector.dispose()
to close the connection before you initialize a new one. To handle page refreshes properly, you can do this for browser-based apps before the window unloads.
Additional resources
Updated 9 days ago