Please send us two spreadsheet files so that we can set up this integration for you (you get to skip creating new passwords and connection errors, woohoo!)
1) We need your Chart of Accounts, sent in this specific format:
- Column 1: Account ID
- Column 2: Description / Account Name
- Column 3: Location
- Column 4: Location Description
2) We need a list of your Vendors, sent in this specific format:
- Column 1: Vendor ID
- Column 2: Vendor Name
To allow us to complete the integration we need you to email us both documents: If you're in onboarding then please email us at onboarding@marginedge.com. If you're not switching your POS (or are no longer in onboarding) then please email help@marginedge.com. Then we will take care of the rest!