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To enable the Chowbus & MarginEdge data integration, first contact your Chowbus Manager (CSM) to request the service.
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If you need historical POS data from before the date you contact Chowbus, let your CSM know how many days of history you need for each location. This must be requested separately for each location. Chowbus can generally provide 90 days or more of historical data.
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Your CSM will help you get the integration started.
Please note that you might be charged an integration fee per location by Chowbus.Once it's activated on the Chowbus side, your CSM will provide you with the corresponding Restaurant ID.
Log in to MarginEdge and navigate to Setup > Point of Sale.
Click "Connect to Point of Sale".
Select "Chowbus" from the dropdown menu.
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Enter your Chowbus Restaurant ID in the Store Location ID field in MarginEdge, then click Save.
After saving, the integration will be active. Sales data will begin syncing each morning automatically, starting the following day.
To request a historical sales import and get help with sales category mapping, email salesintegrations@marginedge.com and include your MarginEdge location name.