Get Started With the MarginEdge Integration

In this Article

• MarginEdge Integration Overview
• Enable MarginEdge Integration With Toast
  • Configure MarginEdge in Toast Web
• MarginEdge Integration: Troubleshooting and Support

Margin Edge Integration Overview

Unlock the full potential of your restaurant with MarginEdge, now seamlessly integrated with Toast through Toast Partner Integrations (TPI). This powerful, read-only accounting and analytics tool leverages your Toast sales and labor data to provide you with daily insights into your Profit & Loss (P&L) and Prime Costs, empowering you to make immediate, data-driven decisions that can boost your profitability.

Say goodbye to tedious manual data entry; MarginEdge automates the process by allowing you to send invoices via photos through our app, email, platform upload, or EDI, reducing your back-office paperwork to just two to three minutes a day. This means you can spend less time on paperwork and more time focusing on what you love – your restaurant, staff, and guests. If you already have a per-location TPI subscription, adding MarginEdge incurs no extra cost.

Visit the page for more information on how to save time, reduce errors, and gain daily control over your restaurant's financial health.

Enable MarginEdge Integration With Toast

1. To enable the MarginEdge integration with Toast, log into  and navigate to Integrations > Integrations management > Browse & purchase integrations.
2. Enter MarginEdge in the Search field and select Add Now.
   
    
   
   
3. Review the data scope visibility terms and conditions, and select Confirm to accept. For more information, see the  article. If you have multiple locations, select from the drop-down menu.
   1. Note: Your restaurant must have access to Toast Partner Integrations to add this integration. To learn more about Toast Partner Integrations, see this Support Center article: . 
4. Once completed, a representative from MarginEdge will contact you within one business day to assist you with the onboarding process. The onboarding process may take between three to four weeks, depending on your customization needs.

Configure MarginEdge in Toast Web

1. Once you select Add Now on the MarginEdge tile in Toast Web, you will select which restaurant(s) you would like to connect to your MarginEdge account, and select Apply
2. After you select Apply, you will be forwarded to a confirmation screen.
3. After adding the integration in Toast Web, the MarginEdge team will reach out to you directly to start your account setup and onboarding.
   1. Toast also recommends that you reach out to the vendor/partner after adding a tile to confirm the receipt of their integration request.

MarginEdge Integration: Troubleshooting and Support

For any questions or support issues relating to the MarginEdge integration, you can contact them at:

• General Support:
• Contact Number: (888) 488-9612 (Mondays to Fridays from 9:00 a.m. to 8:00 p.m. EST.)