Step by step instructions are below, or click here for a quick video tutorial!
In MarginEdge
1. Login to MarginEdge (app.marginedge.com). If you have access to multiple locations, be sure you are in the correct location you want to connect.
2. Go to Setup > Point of Sale. Click on button that shows “Square”. Click “Connect to Square”. You will then be redirected to Square.
3. In order to pull sales in MarginEdge, you'll need to grant us permission to read your Square data. To do that, enter your Square username and password, if you are not already logged in. We will then ask you for the necessary permissions. Upon granting the permission, you will be redirected back to MarginEdge.
4. Click the "Select location(s) to connect" dropdown to view the list of locations your Square account has access to.
5. Select the Square location that corresponds to your current MarginEdge location. (If your current MarginEdge location’s sales correspond to multiple Square locations combined, and you want to pull Square POS data from multiple Square locations into a single MarginEdge location, select all applicable locations.)
After selecting your intended Square location(s) from the dropdown, click Submit.
6. Please email salesintegrations@marginedge.com to confirm you were able to complete these steps.
Once setup, the process will be completely automated, with the prior day's sales sent to MarginEdge every morning.
NOTE: It will still take a day or two after you connect before you start seeing your sales data in the software.