Clover Connect is a merchant services provider that CoreBridge partners with, allowing you to process credit card transactions directly through the CoreBridge interface. Integration with Clover Connect will also allow your customers to pay directly through their customer portal.
This article covers the following topics:
Once your CoreBridge system is integrated with Clover Connect, we recommend you process all credit card transactions through CoreBridge as a credit card (online) and discontinue using your previous processor.
Please review the following support article carefully: Credit Card Transactions - Offline vs. Online
Benefits of Integrating with Clover Connect
- By integrating with Clover Connect, you will avoid duplicate data entry between your credit card machine and CoreBridge, speeding up workflow.
- Because CoreBridge is cloud-based, you can accept credit card payments anywhere that you have access to the internet.
- Clover Connect is very competitive on pricing and will match the rate of your existing merchant provider (if it is lower than Clover Connect's published rate).
- You can securely store customer credit card information in the system while maintaining PCI-DSS compliance. For more details, please contact Clover Connect.
- For more information: Clover Connect - FAQ for Online Credit Cards
- Your customers can make payments directly through their CoreBridge Customer Portal.
Signup and Activation
You can initiate the Clover Connect integration process within your CoreBridge system by navigating to Management Module > Global Settings > Services > Merchant Enrollment. You can also visit the following website: https://integrate.clover.com/partner/corebridge
If you have multiple locations in CoreBridge, you can request Clover Connect provide you with separate integration information for each location. This would allow you to control deposits by location.
The use of external terminals or credit card machines is not required for the integration. Payments can be entered directly into your CoreBridge system. If you are interested in having a separate external terminal, please reach out to CloverConnect.
IMPORTANT NOTE: We recommend that you reach out to start the enrollment process with Clover Connect about two weeks prior to needing to process credit card payments. This is generally two weeks before you Go Live with CoreBridge. This ensures that you allow adequate time for completing the paperwork and obtaining any additional documentation that may be needed by the banks, government, etc.
Once the signup process is complete, Clover Connect will notify our staff and we will finalize the integration. We will notify you via email when the integration is complete. Once integrated, you can start processing credit card payments through Clover Connect / CoreBridge immediately!
Key Concepts
After integrating, the option to enter credit card (offline) transactions may be disabled in your system. We recommend you process all credit card transactions through CoreBridge as credit card (online) and discontinue using your previous processor.
Please review the following support article carefully: Credit Card Transactions - Offline vs. Online
WARNING: Changes made in the Clover Connect portal (CardPointe Portal) are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT enter payments, process refunds, or edit transactions through the Clover Connect Portal. If you do process a transaction through the Clover Connect Portal (CardPointe Portal) without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
Support
If you receive an error while processing a payment or refund in CoreBridge, please email support@corebridge.net.
NOTE: Any error codes you receive can likely be researched with a quick Google search. The error codes we use are industry standard and may indicate things like “Do Not Honor” or otherwise.
For all other questions regarding Clover Connect (such as billing or account questions), please reach out to your Clover Connect sales representative. You may also contact Clover Connect via phone at 877-828-0720 or visit their website: support.cardpointe.com