Connecting ME to Union POS

You will need to complete work in MarginEdge and Union:

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 > Integrations > Point of Sale. Click on the button that shows “Union”. Click “Connect to Union.”

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In Union

  1. Open a new window/browser and log into your Union POS cloud platform using your own credentials.
  2. Create an account for MarginEdge using the unique MarginEdge email shown at the bottom of the screen after you click Connect to Union (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

  1. Navigate back into Setup > Integrations > Point of Sale > Union or go back to the page you left open in MarginEdge.
  2. Put in the email and password you’ve just created in Union. 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. Save changes by clicking “Save.”
  4. 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 the MarginEdge cloud every morning.

 

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