You will need to complete work in MarginEdge and Sail:
In MarginEdge
- 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 “Sail”. Click “Connect to Sail.”
In Sail
- Open a new window/browser and log into your Sail cloud platform 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 Sail (see the screen shot above - the blue circle is where you will find the email).
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
- Navigate back into Setup > Integrations > Point of Sale > Sail or go back to the page you left open in MarginEdge.
- Put in the email and password you’ve just created in Sail. 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 domain, provide the link you use to log in to Sail, like "myrestaurant.sailpos.com:58080".
- Save changes by clicking “Save.”
- 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 currently in onboarding, please email salesintegrations@marginedge.com.
Once set up, the process will be completely automated. Your prior day's sales will be sent to the MarginEdge cloud every morning.