Generate OAuth expiring (access and refresh) token

Prerequisites and steps for generating an access_token and refresh_token pair using the v2/OAuth flow

North America—United States and Canada

All REST API endpoints require an OAuth-generated access_token with specific permissions. The v2/OAuth flow is used for apps created for Clover merchants in North America—the United States and Canada. This flow generates expiring tokens, which include an access_token and refresh_token pair.

Before you begin

Review the following information:

Prerequisites

To generate an expiring OAuth API token, complete the following:

  1. Create a global developer account.

  2. Manage test merchant accounts and information.

  3. Create your app in the sandbox environment.

  4. Configure settings and permissions that your app requires to access Clover merchant data.

  5. Required for the v2/OAuth flow—Set the Alternate Launch Path to redirect merchants to install and launch your app from the Clover App Market.

    App Settings on the Developer Dashboard: Edit REST Configuration page

    App Settings on the Developer Dashboard: Edit REST Configuration page

Steps

The Clover v2/OAuth flow starts when the merchant selects your app directly from the Clover App Market or on the Merchant Dashboard > More Tools > Clover App Market page. Clover redirects the merchant to your app with the merchantId included in the Redirect URI as a query parameter. From there, your app must call the /oauth/v2/authorize endpoint to initiate the v2/OAuth flow and get an access_token and refresh_token pair.

If a merchant accesses the app from your website instead of installing and connecting with it from the Clover App Market, your app needs to redirect the merchant to the Clover App Market page to install the app from there. The Alternate Launch Path is used in this case.

To generate an expiring access and refresh token pair:

  1. Log in to the Global Developer Dashboard.

  2. Navigate to the Merchant Dashboard for your test merchant.

  3. From the left navigation menu, click More Tools, and then select your app on the Clover App Market page.

  4. Click Connect to install your app for the test merchant.

    From here:

    1. For merchant authorization, Clover redirects the merchant to the location specified in the Alternate Launch Path field, and the app calls /oauth/v2/authorize with the authorization code auth_code as a query param to initiate OAuth.

      `https://www.example.com/oauth_callback?code={AUTHORIZATION_CODE}&merchant_id={MERCHANT_ID}`
      
    2. For token exchange, your app makes a POST request with theclient_id, client_secret, and authorization_code to /oauth/v2/token. The response provides an access_token and refresh_token pair that displays on the OAuth Process Results page of your app.

      Sample: Access and Refresh token pair

      Sample: Access and Refresh token pair


Request and Response information

For detailed request and response information, see:


Generate a new OAuth expiring token with a refresh token

In the v2/OAuth flow, an expiring token consists of an access_token and refresh_token pair. The access token is short-lived, while the refresh token lasts longer but also expires eventually. To maintain authorization, your app must generate a new token pair before the current one expires. To do so, send a POST request to the /oauth/v2/refresh endpoint with the existing refresh_token and client_id to generate a new access_token and refresh_token pair. Your app needs to handle the refreshing of access tokens to allow merchants continuous access to the app.

For information, see Use refresh token to generate new expiring token.


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