You will need to complete work in MarginEdge and Simphony:
- Log into MarginEdge (www.marginedge.com). If you have access to multiple locations, check you are in the correct location you want to connect.
- Go to Setup> Integrations> Point of Sale. Click on the button that shows “Simphony”
- Click “Connect to Simphony”
- Open a new window/browser and log into your Simphony site using your own credentials.
- Create an account for MarginEdge using the unique MarginEdge email shown at the bottom of the screen after you click Connect to Simphony (see the screen shot above - the blue circle is where you will find the email).
- Ensure the account has full access to reports for your restaurant.
- If you are prompted to set up a password, you have the option of setting your own. If you choose not to, our integrations team will generate one for you.
Back In MarginEdge
- Navigate back into Setup > Integrations > Point of Sale > Simphony or go back to the page you left open in MarginEdge.
- Put in the email and password you’ve just created in Simphony. If you were not prompted to create a password, put a temporary password in the field and our integrations team will generate a password once the account is set up.
- For "Store Location ID" field, please enter the name of the "Company", or "Enterprise Name" that you enter when you log in to Simphony.
- The domain is simply the link you use to log in, such as "restaurant-simphony.microsdc.com"
- Save changes by clicking “Save.”
- If you are currently in onboarding and working with an implementation manger, please email firstname.lastname@example.org to confirm you were able to complete these steps. If you are not currently in onboarding, please email email@example.com.
Once set up, the process will be completely automated. Your prior day's sales will be sent to the MarginEdge cloud every morning.