Clover and Homebase Integration

Homebase is featured on Android based Clover devices as its leading Timeclock and Scheduling application. The integration allows you to automatically show Clover sales on Homebase side-by-side with labor costs, transfer your employees and their information from Clover Employees App to Homebase and pull previous Clover Shifts App timecards into Homebase.

Benefits of Integrating Clover and Homebase

  • With Clover (Mini/Mobile), only through Homebase are you able to capture/view/store a photo of your employee clocking in for their shift.
  • Your Clover sales data will unlock the powerful labor cost management features and reports within Homebase, giving you greater insights into your business from your Clover device(s), the web, or your mobile phone.
  • Your Clover employees can be imported into Homebase — add employees in one place only!
  • Your Homebase timecards will also sync between Clover Shifts and Homebase automatically upon integration with Homebase.

What data syncs?

Sales:

Homebase will allow owners, managers, and employees to view their sales data (with certain restrictions). This data is updated in near real-time and is accessible from either your Clover device(s), web dashboard, or the Homebase mobile app.

Clover sales data in Homebase will report as Net Sales (Sales – Tax – Refunds – Discounts)

If you have multiple stores Homebase will display that data individually.

Locations:

On Homebase, you are able to have as many locations as you’d like.

Homebase locations are automatically created whenever Homebase is initially launched on your Clover device. All location information is pulled from your Clover as well (employees, previous time cards, addresses) to make getting started with Homebase a snap!


Employees:

Employees should be entered into Clover Employees App. Employee name and email address will be transferred into Homebase upon importation. You can edit employee information by visiting the Homebase Team page as well.

Time cards:

Previous time cards from the Shifts App on Clover will be imported into Homebase upon initial launch or by clicking “Import” on the Timesheets page.

Please note: only completed time cards are synced.

Connecting Your Accounts

The process for integrating Homebase and Clover differs depending on whether you already have a Homebase account. Please see below the article that is the appropriate guide for you:

Creating your Homebase account by launching the Homebase application from the Clover (RECOMMENDED):

Your Homebase location is created automatically when the Homebase application is launched on the Clover device itself. We pull user information from the Clover account such as owner name and email to determine your location information. If you have a previously existing company under the same owner name and email, this location will be added to your company!

1.) From your Clover device, open the Homebase application. (If it is not downloaded already, see your Clover App Market to install)

2.)  The set-up process is simple! We will walk you through a few steps to set up your password and other details to make using Homebase easy. All employee and location info as well as previous time cards will automatically be imported. We even include a few how-to videos to get you started!

3.) Now, you’re ready to use Homebase! (Pro tip: click “Access Dashboard” and input your admin password to start viewing and editing employee information, time cards, and Settings.)

Creating your Homebase account by signing up on the Web:

1.) If you have not already launched Homebase from your Clover, go to http://joinhomebase.com to sign up!

2.) Click Sign Up at the top right hand corner of our home page. Next, you will be walked through the set up process. Please include owner email and name and location name exactly as it appears on your Clover account.

3.) Crucial: You will be asked to connect to your Point of Sale. Please select Clover and enter your Clover credentials to connect. (If you do not complete this action, you WILL have a duplicate location created when you eventually launch Homebase on the Clover device itself and will need to contact Homebase support to get this resolved).

4.) Voila! Your accounts are connected and you are ready to go. You are now able to launch Homebase from your Clover device to use our timeclock on your device!

**If a duplicate account is created by not completing step 3, please call Homebase Support for assistance: (415) 951-3830. M-F 9am-7pm CST.**