Otter + Clover Integration Guide

Integration Overview

What is a POS integration between Otter and Clover POS?

A POS integration is when you connect your online channels and delivery platforms with your Clover POS, via Otter.

It creates real-time and direct communication between the delivery platforms and Clover, removing most manual inputs and actions required to synchronize those systems.

What is the necessity of integrating your Clover POS with Otter?

When online food orders from Delivery platforms represent a significant part of the business of a restaurant, they start feeling multiple operational pain points, that all find answers and solutions with a POS integration.

Otter’s point-of-sale integration allows orders from your delivery partners to flow directly into your point of sale. This integration has numerous benefits including:

• Automatically synchronize the Menu from Clover POS to your delivery channels, with no manual actions.
• Sending all orders to flow directly into your Clover KDS seamlessly.
• Sending all orders to print using Clover POS printer.
• Eliminating the manual entry of delivery platform orders into the POS.
• Improving the quality of the data by reducing errors from manual entry

In conclusion, an integration with Clover POS can save time and money, on a daily basis, and make your business more successful.

How does the Otter & Clover integration work?

	Step 1: Menu Sync A POS integration with Square starts by a “Menu Sync” where Otter reads the menu in Square POS and then links the items in Square to the items published to the delivery platforms.
	Step 2: Order Injection A POS integration with Otter allows customers to get delivery partner orders sent directly to their POS. This means that if you are POS-integrated, when you receive an online food order through Otter, the food order will automatically be sent to your Square POS and be processed by the POS.

How to Connect

Adding Otter User in Clover

The first step to integrating your Otter account with Clover is to add an Otter user within your Clover account. Follow the guide below to learn how.

 

Step	Process	Additional Information
1	To add Otter as a user within Clover, begin by navigating to Employees, found on the left side of your Clover Web Dashboard.
2	Select “Add New Employee”.
3	Complete these employee fields, then click “Save”. First name: Otter Integrations Email address: integrations@tryotter.com Role: Admin
4	That’s it! Once confirmed Otter Integrations has been added as a new employee, please reach back out to your onboarding specialist.

 

Otter will need full access to the following sections on your Clover Dashboard:

1. Access Inventory App
2. More Tools Tab
3. Access Setup app
4. Access Reporting
5. Access Printers
6. Access Closeouts & Discounts

To configure these permissions for Otter, follow the steps below:

Step	Process	Additional Information
1	Navigate to the “Employees” tab.
2	Select “Permissions”.

If you don’t have an Otter’s account, you can request a free demo here.
For current customers, in case of doubts, reach out to your Otter POS onboarding specialist.

Connecting Clover to Otter

Get started with Otter by linking it to your Clover account using these simple steps:

 

Step	Process	Additional Information
1	Search for Otter in the Clover App Marketplace.
2	Click on "Connect".
3	Select a subscription plan.
4	Follow the on-screen instructions, allowing permissions to integrate and access your Clover account.
If you encounter any difficulties along the way, don't hesitate to reach out to Otter's Customer Support for guidance throughout the process.

What if I previously worked with another POS integration provider? (e.g. Chowly, It's a Checkmate, Deliverect, OLO)

• Please reach out to the Prior POS integration Provider to remove integrations from all delivery partners. They cannot just be disconnected, they need to be removed or the delivery partners will not let us connect. Please set a specific time to disconnect/remove the Prior POS Integrator and we can immediately launch the Otter integration.
• Please connect with your Delivery Partners to set the “tablet order protocol”. The Prior POS Provider often has you change the order protocol so we’ll need to revert it back to the tablet. The Delivery Partners should be able to confirm/get this done quickly.
• Similarly, please connect with your Delivery Partners to allow us menu edit access on all Delivery Partners.

To confirm, there is no downtime in terms of accepting orders if you follow these steps, and you can have an Order Manager running on the Otter tablet to aggregate those throughout the process. Still, we cannot link/publish to your Delivery Partners until the above steps are followed.

POS Integration Settings in Otter Dashboard

When you make changes to your POS settings, the changes will need to be reflected in Otter as well to avoid order injection issues. The changes made in your POS can be updated in Otter within the POS Settings of the Otter Dashboard.

Available POS settings in the Otter Dashboard:

• View all the POS integration parameters set up for each of the stores.
• Update the POS channel settings under its control for each store.
  • These are parameters pulled directly from the POS, per integration, based on what you have configured on your POS account.
• Turn on/off the POS injection per channel.

Examples of those settings are payment ID, dining ID, pickup ID, etc.

Learn how to adjust the POS integration settings here: Third-Party POS Integration Settings

Menu Management

Menu Best Practices

Before initiating a POS integration with Otter, it's essential to ensure the usability and quality of the Menu in Clover POS.

Best practices include:

• Add all categories that you would like to have on your delivery channels (UberEats, Doordash, etc.) in the POS.
• Add all items/item variations/modifiers that do not already exist in Clover Precisely as you want the guest to see them on delivery channels.
• Review and clean the names, descriptions and prices to make sure they are ready to be published to the delivery platforms.

Otter will be synchronizing with the delivery platforms' menus so that they will reflect how they are in Clover, giving you the ability to completely control your guests’ experience directly from Clover POS.

How to prepare your Menu in Clover POS?

In order for the integration to be optimized for success, the menus must match on all platforms, including Clover.

Add any items/categories/modifiers that do not already exist in Clover to your menu exactly as you want the eater to see them. We will be synchronizing these with the delivery app menus so that they will reflect exactly as they are in Clover, giving you the ability to completely control your eater's experience and how your 3rd party menus will appear.

Otter will import all the items that you have created in the Clover Inventory > Items list.

If you wish to exclude some of the items from the Menu Import, you can do so by following the instructions listed below:

 

Step	Process	Additional Information
1	Identify the items you do not want Otter to import in the menu.
2	Edit the items and scroll down to the Orders & Printing section.
3	Apply to the item the Hide from Otter printing label.
If your menu pricing will be increased for delivery, please notify your Technical Integrations Onboarding Specialist for the next steps.

Tips to a perfect Menu Structure

Setting up Menu Auto-Sync with Clover POS?

Menu Auto-Sync with Clover POS is the best way to ensure a reliable POS integration with minimal maintenance on the long run. It is a best practice used by most Otter customers to manage their Menus in Clover POS, and automate the update of all the other menus in their Delivery Platforms.

Here are the steps to enable Menu Auto-Sync with Clover POS:

 

Step	Process	Additional Information
1	Open your Otter Dashboard, if you don’t have this access, please contact Otter's Customer Support.
2	Go to Otter Menus app, and select your menu.
3	Click on the Settings icon in the top-right corner.
4	Click on the Menu Sync tab to enable the "Automatic updates from POS Menu" toggle.
5	The automatic menu publish setting will be available only once you configure the Automatic updates from the POS Menu. Configure the settings by selecting the information you wish Otter to update automatically from the POS.
When Menu Auto-Sync is enabled, it will run every 6 hours and will ensure the Menus are kept Synced. Check more details in this article.

NOTE: If you do not automate the menu publishing, Otter will only reflect the updates from the POS on the Otter menu. That means any new or deleted items will not be sent to the delivery platforms automatically. This might impact order processing through the POS!

Use the Otter SSMM to manage your Menu

Self Serve Menu Management (SSMM) is an Otter feature that allows you to create, edit, update, manage, and publish menus from Otter’s Business Manager tool.

You can find here all the helpful guides about the tool and its features.

Order Management

For these next steps, please, contact your Onboarding Specialist or the Otter Support team to enable the Order Injection.

What is required for the Order injection to work perfectly?

The order will be injected to your Clover POS only if the menu is Synced, meaning that all Menu items you have listed on Otter must be the same Menu items you have listed on your Clover POS.

Please, follow these guides to ensure your menus are Synced with Clover POS:

1. Enable Menu Auto-Sync
2. Trigger a Manual Menu Sync in update from POS

Integration FAQs

Why is my menu updating without any action from me?

Why is my item in Clover POS not importing to Otter?

What if I have items belonging to different Virtual Brands Menu in the same Clover account?

 If you want Otter to import specific items for a specific Virtual Brand(s) menu only, please follow the instructions below:

Step	Process	Additional Information
1	Go to Printer Labels in the Clover portal and select Add a Label.
2	Create the Label(s) you need for your brand.
3	Select the checkbox for the virtual brand label you want to attach items to, then open Bulk Edit Options dropdown menu and select Items.
4	Apply the virtual brand label to all items you want to be part of this Menu and select Save.

NOTE: If the item has the “HIDE FROM OTTER” custom attribute enabled, the item won’t be read at all.

What if I have different prices online and in-store?

How to check if my Otter Menu is correctly Synced and linked to my Clover POS Menu?

 

Follow the next steps if you are already up and running with your Clover POS integration, if you’re new to POS integration, you can also contact Otter Support to set you up.

Step	Process	Additional Information
1	Select your Menu in the App list, then enter in your menu.
2	Click on Manage POS Links.
3	In “Manage POS Links”, review the “Links summary” section at the top. If all 3 boxes indicate that there are 0 unlinked items, 0 unlinked modifier groups and 0 unlinked modifiers, it means the Otter menu is correctly Synced with Clover POS.
4	If any of the boxes indicates a number of unlinked items or modifier groups or modifiers, it means the Otter menu is not correctly synced with Clover POS. Unlinked items can result in order injection failures and missed orders.

How can I reach out to Clover support if I have an issue?

How should I build my Otter menu?

How to fix printing issues?

What happens if an order is not injected?

If orders are auto-accepted in Otter, does the order need to be acknowledged in the POS?

What if an order is canceled by the customer?

How do scheduled orders work?

Will it show which delivery partner the order is from?

If Otter loses connection to my point of sale, will my delivery accounts be taken offline?

How are tips accounted for?

How is sales tax accounted for?

Still need help? Reach out to our team:

Live Chat		Text/SMS Message
Chat with support by clicking the chat icon in the bottom right corner of the Otter Dashboard.		+1 (888) 681-8837 Send us a text to the number above for assistance over text message.

Updated June 23, 2025 16:28