1) Please fill out the vendor interface request form in order for Compeat to begin the work on an interface with Margin Edge. Once this form comes through, a member of the sales team will contact you and a project will be set up with the vendor interface team to begin the work.
2) Please send us exported spreadsheets of:
- Your chart of accounts; and
- Your list of vendors
Please send both to our onboarding team. They are also the points of contact for any questions you may have regarding the connection.