⚠️ Heads up: These setup steps are examples and may not exactly match your account. If you follow them and notice unintended changes in your inventory, Thrive won’t be able to undo them.
Not sure which setup is right for you? Our Customer Care team is happy to help—reach out before moving forward!
This guide walks you through different setup options for businesses running one location with two integrations in Thrive. When you connect two integrations under the same location, they share the same inventory pool and quantities. For example, if an item sells on your POS, it will also be deducted from your eCommerce site, and vice versa.
We’ll use Shopify and Clover as examples, but the same steps apply to other integrations. Review each option below and select the route that best fits your situation.
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Scenario 1: One integration is fully set up and active, and the second integration is empty.
Use this route if you already have one integration fully set up and running with products and sales, but your second integration has no product data yet.
Scenario 1 Step-by-Step Guide
Scenario 1 Step-by-Step Guide
Start with a clean slate in Thrive.
Contact Customer Care to wipe Thrive if needed.
Update the Location Settings.
Make sure the Location Name, Address, and Timezone, and Phone Number are correct and up to date
Connect the active integration ( in this example, Shopify) to Thrive.
From the locations and integrations page, connect Shopify to Thrive.
Import from Shopify when prompted. Select 'Yes' to all options.
Before moving forward, ensure the task of importing from Shopify is marked as 'Complete' on the Tasks Page.
Connect the second, empty integration (in this example, Clover) to the same location as the first.
Do this by going to the Locations & Integrations Page in Settings. Do not create another location!
Follow the steps to connect Clover. When prompted to import, select 'No' to import & 'yes' to real-time syncing.
Ensure Tax Rates are properly assigned
Since Thrive handles the taxes for POS integrations (Square, Clover), you need to create and assign items to their tax rates within Thrive.
Find how to Assign Tax Rates in Bulk to items so they are properly charged at checkout on Clover
Populate the second integration with the catalog now in Thrive**.**
Export to the second integration to send those items originally from Shopify over to Clover. Track its completion on the *Tasks Page.*
Optional: Reconcile product counts to relieve any discrepancies in the catalog.
Things to Note:
Double-check taxes in Thrive for any POS integrations; incorrect or missing tax assignments can lead to checkout errors.
If Clover/POS exists as the master catalog and the e-commerce integration is empty, remember to add images and descriptions to your items for the website. Learn more about images here. Find out how to add descriptions to your items here.
If you don’t want every item from Thrive to appear in Shopify, avoid exporting your entire catalog. A full export will send all Thrive products to Shopify. To learn how to sync only selected inventory, see Managing Product Availability.
Scenario 2: Both integrations have catalog data
Option 1: Catalog Data is the same on both integrations
Use this route if both integrations already contain the same catalog data (products, SKUs, prices, quantities, etc.) With this route, there is no difference between what exists in Integration A and what exists in Integration B.
Scenario 2 Option 1 Step-by-Step Guide
Scenario 2 Option 1 Step-by-Step Guide
Start with a clean slate in Thrive.
Contact Customer Care to wipe Thrive if needed.
Update the Location Settings.
Make sure the Location Name, Address, and Timezone and Phone Number are correct and up to date
Connect the master catalog/integration to Thrive
Go to the Locations & Integrations Page in Settings.
Import from the master catalog integration when prompted. Select 'Yes' to all options.
Before moving forward, ensure the task of importing from the integration is marked as 'Complete' on the Tasks Page
Backup the second integration. (optional but recommended!)
Ensure you download a full backup of the current data in the second integration.
Wipe the secondary integration clean of the product catalog.
After business hours, delete everything from the second integration.
Connect the second integration to the same location as the master catalog/first integration. Do not create a new location!
Go to the Locations & Integrations Page in Settings.
Follow the steps to connect the second integration. When prompted to import, select 'No' to import & 'yes' to real-time syncing.
If e-Commerce was the master catalog, complete this step: Ensure Tax Rates are properly assigned
Since Thrive handles the taxes for POS integrations (Square, Clover), you need to create and assign items to their tax rates within Thrive.
Find how to Assign Tax Rates in Bulk to items so they are properly charged at checkout on Clover
If POS was the master catalog, complete this step: Ensure images and descriptions are added to items in the catalog
Customize your product descriptions in Thrive using this guideline
Learn about image requirements in Thrive
Populate the second integration with the catalog now in Thrive.
Export to the second integration to send those items originally from the master catalog to the second integration.
Track its completion on the Tasks Page
Optional: Inventory Count Reconciliation
Reconcile product counts to relieve any discrepancies in the catalog.
Things to Note:
It is recommended to export and back up data before deleting anything from your integrations
Items must be deleted from your second integration before connecting it to Thrive to avoid duplication — do this after business hours if selling.
Option 2: POS Contains All Online Items + POS Only Items
Use this route if your POS contains all the items sold online, plus additional POS-only items that aren’t sold on e-commerce.
In this example, some products are only in Shopify, others are only in Clover, and for products that exist in both systems, the barcodes are stored only in Clover. You’ll need to merge everything into one unified catalog.
Scenario 2 Option 2 Step-by-Step Guide
Scenario 2 Option 2 Step-by-Step Guide
Ensure Thrive has a fresh slate.
Contact Customer Care to wipe Thrive if needed.
Do this by going to the Locations & Integrations Page in Settings.
Import from Shopify when Prompted. Select 'Yes' to all options.
Before moving forward, ensure the task of importing from Shopify is marked as 'Complete' on the Tasks Page
Data Merge of Barcodes
Get a catalog export from Clover, ensuring it has the Barcodes. Use this as a reference to add the barcode data into Thrive using Thrive's Bulk Uploads.
You'll want to use the Bulk Edit Variants Option. This is where you will use VLOOKUPs.
Submit the Sheet to upload to Thrive once finished with your edits
Here are some Helpful Tips for using these Sheets!
Delete items off Clover
After business hours, delete everything besides the items that are Clover-specific, off of Clover.
You'll basically be deleting anything that exists on Shopify out of the Clover portal. Here's how to delete items in your sales channel
Connect Clover to Thrive
Do this by going to the Locations & Integrations Page in Settings.
You'll want to connect this to the same location as Shopify, not a new location! Here is a quick video on Connecting a 2nd integration to a location.
When prompted to import, select 'yes' to importing & 'yes' to real time syncing.
You'll want to wait for the import to complete before moving forward! You can check the status on the Tasks Page in the account.
Ensure Tax rates are Properly Assigned
Since Thrive handles the taxes, you need to assign items within Thrive.
Find how to Assign Tax Rates in Bulk to items so they are properly charged at checkout on Clover
Populate Clover with the items now in Thrive
Export to Clover to send those items originally from Shopify over to Clover.
Follow the progress on the Tasks Page.
Count Reconciliation
Update any counts in Thrive for items that were sold in Clover within the last day & the quantity has since been replaced with the count from Shopify.
Things to Note:
You can never run an export to the integration with less items, as an export will enable all products for that integration from the location.
This is the most complex route as it requires spreadsheet work and careful merging. Expect extra time for cleanup and reconciliation.
It is recommended to export and back up data before deleting anything from your integrations
Deleting from your integrations is recommended after business hours if selling.
Option 3: Catalog Data is Split between integrations
Use this route if your catalog is divided across integrations and you need to merge them into one unified catalog. Choose this setting if some items are shared between both integrations, while each integration also has its own exclusive items.
Scenario 2 Option 3 Step-by-Step Guide
Scenario 2 Option 3 Step-by-Step Guide
Ensure Thrive has a fresh slate.
Contact Customer Care to wipe Thrive if needed.
Do this by going to the Locations & Integrations Page in Settings.
Import from Shopify when Prompted. Select 'Yes' to all options.
Before moving forward, ensure the task of importing from Shopify is marked as 'Complete' on the Tasks Page
Data Merge of Barcodes
Get a catalog export from Clover, ensuring it has the Barcode. Use this as a reference to add the data into Thrive using Thrive's Bulk Uploads.
You'll want to use the Bulk Edit Variants Option. This is where you will use VLOOKUPs.
Submit the Sheet to upload to Thrive once finished with your edits
Here are some Helpful Tips for using these Sheets!
Delete items off Clover
After business hours, delete everything besides the items that are Clover-specific, off of Clover.
You'll basically be deleting anything that exists on Shopify out of the Clover portal. Here's how to delete items in your sales channel
Connect Clover to Thrive
Do this by going to the Locations & Integrations Page in Settings.
You'll want to connect this to the same location as Shopify, not a new location! Here is a quick video on Connecting a 2nd integration to a location.
When prompted to import, select 'yes' to importing & 'yes' to real time syncing.
You'll want to wait for the import to complete before moving forward! You can check the status on the Tasks Page in the account.
Enable shared products for Clover that were imported from Shopify
Generate the Edit Products bulk upload sheet and enable only the items that will belong on Clover for that integration.
Submit the Sheet to upload to Thrive once finished with your edits
Here are some Helpful Tips for using these Sheets!
Ensure Tax rates are Properly Assigned
Since Thrive handles the taxes, you need to assign items within Thrive.
Find how to Assign Tax Rates in Bulk to items so they are properly charged at checkout on Clover
Count Reconciliation
Update any counts in Thrive for items that were sold in Clover within the last day & the quantity has since been replaced with the count from Shopify.
Things to Note:
You can never run an export to either integration, as an export will enable all products for that integration from the location.
This is the most complex route as it requires spreadsheet work and careful merging. Expect extra time for cleanup and reconciliation.
It is recommended to export and back up data before deleting anything from your integrations
Deleting from your integrations is recommended after business hours if selling.