To connect MarginEdge to your M3 accounting system, there are just a few easy tasks we ask of you. You will need to request some information from M3, ensure your M3 setup is complete, and then send that information to your MarginEdge team!
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Send the following email to the Tech Support Department at M3 (techsupport@m3as.com) to request the MarginEdge integration. If you are currently in onboarding, please copy onboarding@marginedge.com on the email.
M3 Tech Support:
I’d like to request that the MarginEdge integration be set up. Please provide the following information for my restaurant, <insert restaurant name>, that MarginEdge will need to complete the integration:
- Company ID
- Property ID
- Customer Name
- FTP Path (folder on the SFTP site where files for this client will be placed)
Thank you. -
Please ensure that your vendors in M3 are setup with Vendor Numbers and have a Property assigned to them. In order to be imported into MarginEdge, the vendors must be active and have a vendor number and a property assigned.
This where you assign a Property:
This is what a Vendor Number looks like:
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Once M3 has responded, forward a copy of the M3 reply to your implementation manager so that they have the above information.
Your MarginEdge team will take care of the rest of the setup from here!
Troubleshooting
Are you not finding an invoice in M3 that you exported from MarginEdge?
This can happy for a variety of reasons, including the period is closed in M3 so it won’t accept invoice in that date range, the Vendor isn’t found, the Account isn’t found, etc. These unfortunately are all things we cannot see from our side, so we need your help!
You can 1) take a look in the lobs in M3 yourself or 2) submit a support ticket to M3.
Steps are below!
1) VIEW LOGS IN M3
Log in to M3 and go to the “Log Viewer” where you can view all the invoices exported from MarginEdge. The Log Viewer will show all of the failed invoices and if you click on the print button then it will tell you the reason the item failed to send.
Locate a Failed Record shown in RED and click on the PRINT BUTTON to View Log File. Here the log will display. You can scroll though the log to find the reason the file failed. In the example below you will see the failure result was NO Vendor Record Match was found:
Now that you know the reason, you can fix the issue and re-try sending!
2) SUBMIT A SUPPORT TICKET TO M3
You can reach out directly to M3 and create a support ticket. Please email techsupport@m3as.com and provide your Customer Name (3 letter identifier from M3 - can be found under Setup > Integrations > Edit Configuration in MarginEdge), the Invoice Number, the Vendor Name, and the Invoice Date.