About the AIQ <> Clover Integration
Review our Integration Grid for supported features.
This article covers connection for AIQ Marketing + Loyalty.
How to Connect AIQ to Clover
Clover Steps
Go to your Clover dashboard
Click Account & Setup
Under Business Operations, click API Tokens
Click Create Token
Input a memorable Token name, like AIQ, and select all Read checkboxes
Select Write for Customers.
Click Create Token
Reveal the private token with the Eye Icon, and click Copy. Save your token somewhere safe for the next steps.
Copy and save your Merchant ID from the URL in your address bar. It is shown as
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AIQ Steps
Navigate to Settings > Integrations, search for Clover and click the on it to open the integration card.
Insert the Merchant ID and API Token from earlier. Click Add Credential.
Click the purple Connect button in the top right.
How to Map a Store
Navigate to Settings -> Company Account > Retail Store
Click Edit on the store you wish you map
Under Store Mappings you'll see the Clover symbol
Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.
AIQ \<> Clover: User Guide
Discount Redemption Flow
When redeeming and applying discounts using the Clover POS integration, you'll want to be sure to take both steps of redeeming the discount with your shopper through the AIQ staff app or directly through the shopper wallet and applying the discount in Clover.
Check out AIQ's guide to Redeeming Discounts with AIQ for additional help.
Check out Clover's guide to Discounting an Order for additional help
Earning Points
Shopper's will need to provide Clover their information at or before checkout so shoppers can be identified after being synced to AIQ. Because of this, We recommend collecting phone numbers when signing shoppers up, as phone numbers are high priority identifiers. Check our Persona Merging article for more information on shopper trait priority.
Additional AIQ Settings
The following additional settings are available on the Clover integration card in AIQ. To access them, navigate to Settings > Integrations, locate Clover and click on it to open the integration card.
Enroll Personas in loyalty program who purchased after
Automatically enrolls shoppers in the loyalty program if they had a sale on or after the date you specify. Enrolled shoppers earn points for sales on or after that date. Takes 24 hours to reflect.
Send SMS double opt-ins to Personas who purchased after
Sends an SMS double opt-in request to shoppers with a phone number who had a sale on or after the date you specify. Takes 24 hours to trigger.
⚠️ Warning: If this setting is removed after it has been set, it can cause loyalty Personas to be lost if they only became a member through this setting and did not use a signup form. We do not recommend changing this after it is set.
Sync Personas / Sync Contacts
Enabling this setting allows AIQ to keep shopper records aligned between Clover and AIQ.
From POS to AIQ: Updates made to shopper profiles in Clover (e.g., name, email, phone number, or date of birth) will flow into AIQ.
From AIQ to POS: If a shopper signs up through an AIQ form and no existing match is found in Clover, a new shopper profile will be created in Clover automatically.
⚠️ Warning: The POS remains the source of truth — to change a shopper's contact info, update it directly in Clover so it flows through to AIQ. Syncing begins from the day it is enabled; existing records will not be retroactively synced.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the Clover API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
FAQs
Inventory is not syncing over, do you know why?
Ensure Track Stock is enabled under Inventory -> Setup -> Track Stock in your Clover dashboard.
How long does it take before I start to see my POS data in AIQ?
Within 24 hours, you should see data populating in AIQ
How can I confirm that the integration is active and signups are being sent?
Look under your Personas page in AIQ. The integration is functioning properly if you see "Clover" under the Sourced from column
I am getting an account notification that I have unmapped stores, how can I fix this?
Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the shopper. See How to Map a Store above for directions on how to accomplish this.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.