Email support@getunion.com to request connecting your Union POS location with MarginEdge. Be sure to include the restaurant location(s) you want to connect and ask Union to provide the Client ID(s) needed to enable the integration.
Union will email you your Client ID(s). Each Client ID represents a single POS location and is required to complete the integration.
Once you have your Client ID, Log in to MarginEdge and go to Setup > Point of Sale.
Click + Add Point of Sale and select Union from the dropdown.
Enter your Client ID in the Store Location ID field.
Click Save to complete the connection.
If connecting multiple locations, repeat these steps for each Client ID.
Once saved, the integration will be active. Beginning the next day, sales data will be sent to MarginEdge each morning.
To confirm setup is complete or request historical data, email salesintegrations@marginedge.com and include your MarginEdge location name(s).