Turning on the Cougar Mountain Integration

To connect Cougar Mountain, go to Setup > Integration

Select Cougar Mountain and click Connect to Cougar Mountain

Importing Your Chart of Accounts to MarginEdge

To import your chart of accounts you will need to go to Cougar Mountain and export it as a file.

Export Chart of Accounts from Cougar Mountain

1. Go to Cougar Mountain.

2. On the top bar, click on GL to switch to the General Ledger module.

3. On the left sidebar, under Manage Your Ledger Accounts click click on Import / Export Account Information.

4. Choose Comma Delimited File

5. Choose an Output File by clicking on the ellipse.

6. Click on Begin Export at the bottom.

Import Chart of Accounts into MarginEdge

1) To upload this to MarginEdge go to Accounting > Categories.

2) Click on the “Upload Accounts File” button in the top left corner of the screen.

3) Once this has been uploaded, if you have the accountant user permission you can press the Pre-fill Mappings button. Categories that are named identically to those in MarginEdge will automatically fill.

4) You can also manually “map” categories by double-clicking the Accounting System Account field for any category and selecting the corresponding account from your imported chart of accounts.

When you are first setting up MarginEdge you can send us this file and we will upload and map it for you. If at any time you need to update your chart of accounts, you export your chart of accounts from Cougar Mountain and upload it using the instructions above.

Importing Your List of Vendors to MarginEdge

To import your list of vendors you will need to go to your Cougar Mountain and export it as a file.

Export Vendor List from Cougar Mountain

1. Go to Cougar Mountain.

2. On the top bar, click on AP to switch to the Accounts Payable module.

3. On the left sidebar, under Manage Vendor Accounts click on Import / Export Vendor Information.

4. Choose Comma Delimited File and an Output File.

5. Click on Begin Export at the bottom.