Clover Implementation guide
15 minutes to read
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🛈 Important This topic applies only to Clover |
This section guides you through the discrete implementation steps in order to complete a successful implementation.
Specification
Review the specification for the MAX Pay Global payment connector to ensure it meets your requirements, prior to deployment.
Retail Realm prerequisites
- MAX Pay Global for Dynamics 365 Finance / Commerce LCS packages.
- MAX Pay Global test / production licenses.
Prerequisite tasks and information required
You will require the following prerequisite pieces of information and tasks to be completed prior to implementing MAX Pay Global:
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Item |
Task/Description |
Required |
From |
Sample value |
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Client id |
Enter the ClientID from your app which is created in your clover account. |
Yes |
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Client Secret |
Enter the ClientID from your app which is created in your clover account. |
Yes |
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Authorization code |
Enter the Authorization code from your app which is created in your clover account. |
Yes |
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Access token |
This is generated using Generate access token button given in Payment service |
Yes |
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Payment api |
Enter the url given in this document. |
Yes |
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PublickeyAPI |
Enter the url given in this document. |
Yes |
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AccessTokenAPI |
Enter the url given in this document. |
Yes |
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Device |
You will require a Payment device. Devices must be sourced via Clover to ensure they have software installed and the necessary injection keys. |
Yes |
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Test cards |
Clover test cards. |
Yes |
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Merchant portal |
Access to Clover portal. |
Yes |
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Installation steps
This section describes the specific installation steps
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# |
Item |
Required |
Navigation |
Notes |
|
1 |
Obtain the deployable packages from Retail Realm |
Yes |
Request these from your Retail Realm project manager |
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2 |
Deploy the packages to your environment using LCS |
Yes |
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3 |
Configure Retail scheduler |
Yes |
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4 |
Configure Shared parameters (Common) |
Yes |
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5 |
Configure the shared parameters for your chosen payment provider |
Yes |
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6 |
Configure Payment services |
Yes |
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7 |
Configure Commerce POS |
Optional |
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Only carry out this if you are using Commerce and using the Point of sale |
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8 |
Configure Call center |
Optional |
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Only carry this out if you are using Call enter |
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9 |
Configure e-Commerce |
Optional |
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Only carry this out if you are using Microsoft e-Commerce Store Front |
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10 |
Apply license(s) |
Yes |
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Applying the licensing is required prior to performing a payment transaction but not required to install and configure |
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11 |
Perform a test transaction |
Yes |
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Once you have completed your configuration, perform a test transaction |