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Account Linking

Following the below steps you will be able to gather the requires information for Account Linking

Accounts will need to be linked in the event of a new owner taking over an existing business or a new location being set up under a different email address. This will result in a New Group ID and Branch ID being created in the Admin portal. When this happens cards/balances that were sold under the original location are interacting with a new location and will read as 0 value. Therefore the solution is to connect the new account to the original account so that values are recognised.

Once you get the install details (Clover UID) of the new location then you will need to verify the app has been opened. Opening the app created the Group and Branch within our database and we cannot link accounts until this has been made. The UID can either be found on the install notification or via our install data on the Clover dashboard.

To Search for a UID, navigate to Branches on the admin portal:
UID Search

 

Once the UID is input in the above field then search by hitting the Enter button. If there is no change in the screen then the app has not been opened on the device. If results are returned then this will list the merchant the Branch is connected to and we know the app has been opened. Click onto the result to be loaded into the branch.



Branch Result

Once you have the new details of the Branch (Branch ID) you will then need to verify the details of the group that this needs to be linked to. The best way to do this will be to search for the owner email address or the Clover UID of the original install/location. The email address can be searched via Merchants on the Admin portal and the UID can be search under Branches, as mentioned above.

Once the target group has been identified a link request will need to be submitted to support. Please create a tick with the category 'Account linking' Here is an example of a ticket description so this can be completed efficiently:

Please link MID: 6880 Branch ID: 10289 to Esquires UK Parent account MID: 2054

We will also need to know if this is a single merchant or a franchise. This primarily stems from billing as depending on how we set them up will depend on how they will be billed. Usually most will be a single merchant, in the event where they have changed POS provider or there has been a change of owner.