⚠️ 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 will walk you through three different ways to set up two or more locations in Thrive, all depending on your specific case and needs. Find the option that is right for you, then follow the steps to set up your locations and integrations.
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Option 1: Choose a Master Catalog & Clone to Remaining Locations
Use this option if you want one location to serve as the "master catalog," which will then be cloned across your other locations. This is often the best choice if one location already has the cleanest, most up-to-date product data. Or if you have one location and one or more new locations of which you want to duplicate your original catalog.
Option 1 Step-by-Step Guide Here
Option 1 Step-by-Step Guide Here
Start with a clean slate in Thrive.
Contact Customer Care to wipe Thrive if needed.
Update Location Settings in Thrive for each Location. Make sure the Location Name, Address, and Timezone are correct and up to date
Decide which Location and Integration will be the master catalog. We will refer to this as "Location 1"
Connect and import the master catalog to Thrive.
From the locations and integrations page, connect the integration to Thrive.
Import 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.Set tax rate for the Location 2.
Since Thrive handles the taxes, you need to assign items within Thrive for Location 2. This is handled under the Tax Rates Page.
Clone Location 1 catalog to Location 2.
Copy the full catalog from the master location (Location 1) to the new location (Location 2) by cloning.
Set tax rate for the Location 2
Since Thrive handles the taxes, you need to assign items within Thrive for Location 2. This is handled under the Tax Rates Page.
Clearing the Location 2 integration of items
To prevent conflicts or sales interruptions, delete all items from the Location 2 integration outside of business hours
If you do not do this, you will have duplicate items/items that are not the same item at both locations.
Connect the second integration to Thrive
Connect the empty second integration to the corresponding location in Thrive.
How to connect your business.
Populate the second integration with inventory
Export the catalog from Thrive into the second integration.
Track the progress of this task on the Tasks Page.
Add quantities for Location 2
Use the Edit Inventory Quantities Spreadsheet to add quantities
Repeat steps 3-9 for the rest of your locations.
Things to Note:
Taxes must be manually assigned in Thrive for each new location after cloning.
Deleting items from the secondary integration should always be done outside business hours to avoid disrupting sales.
Do not connect the second integration before removing the catalog.
Each new location requires repeating the steps from cloning through exporting.
Option 2: Using the Consolidation Tool
Use this option if you already have products spread across multiple integrations/locations and want Thrive to merge them into a single catalog automatically.
The tool will only work if the format of the items is the same at all locations & they meet the consolidation tool requirements [Product Names are the same (both spelling & punctuation), Categories match (both spelling & punctuation), no modifiers are associated to the items, barcode & SKU fields are consistent, & the products are simple items without variants.}
Option 2 Step-by-Step Guide Here
Option 2 Step-by-Step Guide Here
Start with a clean slate in Thrive.
Contact Customer Care to wipe Thrive if needed.
Update the Location Settings for each location.
Enter the address, correct timezone, and phone number for every location in Thrive.
Connect and Import one of the integrations.
From the locations and integrations page, connect the integration.
Select Yes to all Import and syncing options when prompted.
Check the Tasks page & ensure it is marked as 'Complete' before moving forward.
Connect the remaining integrations for the other locations.
From the locations and integrations page, connect each additional integration one at a time. Do not add the remaining integration(s) at once.
Select Yes to all Import and syncing options when prompted.
Check the Tasks page & ensure it is marked as 'Complete' before moving forward.
Use Consolidation Tool
This will grab and merge any items that qualify for it.
Learn about this task here: Consolidation Tool.
This shouldn't take too long, but it will consolidate your data so the same item can exist at multiple locations.
Set up your Tax Rates
Clean up unneeded tax rates and assign all items to one tax rate at each location.
Optional: Inventory Count Reconciliation
Reconcile product counts to relieve any discrepancies in the catalog.
Things to Note:
Qty will have to be reconciled/added into Thrive for any location that is not selected as the 'master' location
If Price/or fields differ, they can be edited after using our bulk upload spreadsheets.
Option 3: Multi-location Shopify & Clover
Use this option if you are running Shopify across multiple locations but also have Clover POS devices tied to one or more locations. This configuration is for users with Shopify as the master catalog, where Clover's catalog lists the same or fewer products.
This route will bring in your up-to-date catalog from Shopify, then Thrive will act as the source of truth and export to Clover.
Option 3 Step-by-Step Guide Here
Option 3 Step-by-Step Guide Here
Start with a clean slate in Thrive.
Contact Customer Care to wipe Thrive if needed.
Update the Location Settings for each location
Enter the address, correct timezone, and phone number for every location in Thrive.
Connect Shopify to Thrive
Map both locations to the corresponding locations in Thrive
Import from Shopify
When prompted, select Yes to all import options
Confirm import is marked 'Complete' on the Tasks Page before continuing.
Delete Items from Clover
Do this after business hours to avoid disruption of sales!
Connect Clover to Thrive
Connect Clover to the corresponding location in Thrive (or Connect Clover to the same location as Shopify in Thrive). Do not create a new location. How to connect a 2nd integration
Choose No to import options and Yes to real-time syncing
Ensure Tax Rates are properly assigned
Since Thrive handles the taxes for Clover, 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
Export to Clover
Push products from Thrive to Clover to sync the Shopify catalog to Clover.
How to Export Track progress on the Tasks Page
Set up the second location.
Download an Export of inventory that includes quantity counts from the Location 2 Clover
This way it preserves the counts to use for a later step
Repeat steps 5 - 8 for the additional location Clover.
Update Location 2 Quantities using Export from Clover
Use this as a reference to add the data into Thrive using Thrive's Bulk Uploads.
You'll want to use the Bulk Edit Quantities Option.
This is where you will use VLOOKUPs. A quick video can be found here on this general process: VLOOKUP Tutorial & Walkthrough
Submit the Sheet to upload to Thrive once finished with your edits.
This will update the counts in Thrive, Shopify & Clover. Here are some Helpful Tips for using these Sheets!
Disable Any Unwanted Items from the additional location Clover
If you need to disable items for Clover so they are not available to purchase there, you can do so in a few different ways. Find out here: Managing Product Availability
Things to Note:
Shopify should always be connected and imported first, since it acts as the primary catalog.
Items must be deleted from Clover before connecting it to Thrive to avoid duplication — do this after business hours if selling.
If some products shouldn’t be available at a specific Clover location, you can disable them directly in Thrive.