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Connecting [me] to MICROS Simphony

Jenny Vaughn
Updated

You will need to complete work in MarginEdge and Simphony.

In MarginEdge

  1. Log into MarginEdge (www.marginedge.com). If you have access to multiple locations, check you are in the correct location you want to connect.
  2. Go to Setup > Point of Sale and click “Connect to Point of Sale”. Using the search bar, find your POS and select “MICROS Simphony”. 
  3. Copy your unique email address shown just below the username -- you will need this when you log in to Simphony.
    See the screenshot below - the red circle is where you will look to find the email that ends with @meposlogin. Do not use the email address in the screenshot! 

 

In Simphony

  1. Open a new window/browser and log into your Simphony site using your own credentials.
  2. Create an account for MarginEdge using the unique MarginEdge email shown on the screen after you click MICROS Simphony. 

Important:

  • 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

  1. Navigate back into Setup > Point of Sale > MICROS Simphony or go back to the page you left open in MarginEdge.
  2. 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.
  3. For "Store Location ID" field, please enter the name of the "Company", or "Enterprise Name" that you enter when you log in to Simphony. 
  4. The domain is simply the link you use to log in, such as "restaurant-simphony.microsdc.com" 
  5. Save changes by clicking “Save.”
  6. Please email salesintegrations@marginedge.com to confirm you were able to complete these steps. 

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

 

After Connecting

Simphony requires a password reset every three months. As such, sales may stop polling. In these instances, please email salesintegrations@marginedge.com with your location name(s) noting the sales stopped polling and that you use Simphony. This will expedite our process to get the password reset in [me].