In order to connect MarginEdge to SmartTab, SmartTab will set up a feed to send us your sales data in the morning. In order to get this started, you have two choices. You can either:
1) Reach out to SmartTab and ask them to initiate the feed or
2) Log in directly to SmartTab to change the third party settings for the MarginEdge connection under your venue
With either option, we will then also need you to also send us five daily DSR's.
For option #2, here are the instructions:
Log into SmartTab and once you find your Third Party Settings, you will see the MarginEdge logo.
*The link will be something like: https://Your-Restaurant-Name.smarttab.com/venue/1/third-party-settings
1) Check the "Send Reports to MarginEdge" checkbox
2) You need to provide three pieces of information: Host, Username, Password.
- The host will always be integration.marginedge.com .
- The username and password are specific to your restaurant, and here's how you can find them:
-
- Using a web browser login to MarginEdge. If you have more than one unit, be sure you are logged in to the correct unit.
- Go to Setup > Integrations. In the section labeled “Point of Sale”, find and click on SmartTab from the drop down menu.
- Click on "Save"
- Click the “Download Installer” button.
- You will get a popup window showing the Username and Password that you will use to provide to SmartTab. Keep this open or copy and paste into a temporary document.
Note: You do NOT need to download the installer - SmartTab will send us the data using their own channels.
3) Now back in SmartTab, enter the correct Host, and copy/paste the Username and Password from MarginEdge into the SmartTab form.
After you fill out the third party form or give SmartTab the information they require, we need one more step from you.
To help us ensure the data is configured properly, please send 5 individual days of DSR's (daily sales reports). Email those to your implementation manager if you're in onboarding (onboarding@marginedge.com). If you're not switching your POS or are not currently in onboarding, then please email them to help@marginedge.com.
Once we receive the DSR's and SmartTab enables the feed, it will still take a few days until you start seeing your sales data in the software, since our team has to complete an internal mapping process to make sure everything imports correctly.
What if I still don't see my sales data in MarginEdge?
Are you seeing the message "We are waiting to receive the first batch of data from your POS. Once we have some data to work with, you can begin setting up MarginEdge to process your daily sales."?
If so, you can reach out to support@smarttab.com to inform them that we still have not received data. (And it's helpful to CC your implementation manager or help@marginedge.com when you send the email.)
If you want a quicker option, you can manually export your own data from within SmartTab:
Go to SmartTab's Main Menu > under VENUE MANAGEMENT > click HEALTH STATUS > click MarginEdge > select date range from calendar and click SEND.