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Connecting [me] to TouchBistro POS

Anton Aurenius
Updated

You will need to complete work in TouchBistro first, and then in MarginEdge.

 

In TouchBistro 

Check your Timezone Settings

  1. Log into your TouchBistro cloud site.
  2. Click Settings.
  3. Verify you have a timezone set under the Service Time area.

    TouchBistro2.jpeg
  1. Set your appropriate time zone.
  2. Click Save.

 Enable MarginEdge

  1. Login to your TouchBistro cloud portal.
  2. Click App Marketplace.
  3. Locate your TouchBistro Profit Management "chicklet."
  4. Click Configure.
    tbpm1.jpeg

  5. Ensure that this is "Enabled" and copy the "Venue ID" to your computer clipboard. You will need to paste that information into MarginEdge. 
    TouchBistro4.jpeg
  1. Click Save.

If you hare having trouble with these steps, check the TouchBistro help site which may have more tips for you about getting your settings just right for a MarginEdge integration. 

 

 

In MarginEdge

  1. Log into MarginEdge (touchbistro.marginedge.com). If you have access to multiple locations, check you are in the correct location you want to connect.
  2. Go to Setup> Integrations > Point of Sale. Click on the button that shows “TouchBistro”. Click “Connect to TouchBistro.”
    mceclip0.png
  3. Put in your Venue ID found above as the username and "API" as your password.

    In the image below, it's 27896, but you will have a unique 4-6 digit number. There should be NO LETTERS in your venue ID, ONLY NUMBERS.

    mceclip8.png
  4. Select your restaurant's timezone in the dropdown.
  5. Save changes by clicking "Verify" and then “Save.”
  6. If you are currently in onboarding and working with an implementation manger, please email onboarding@marginedge.com to confirm you were able to complete these steps. If you are not switching your POS or are not currently in onboarding, please email help@marginedge.com. 

Once set up, the process will be completely automated. Your prior day's sales will be sent to MarginEdge every morning.