Overview
Integrating your POS (Point of Sale) System with your Edify account unlocks your COGs reporting.
Available POS systems
Edify are currently able to integrate with:
Square
Lightspeed
Toast
Revel
GoodTill
SumUp
Micros
EposNow
Integrating Your POS System
Square and Lightspeed
If you have a Square or Lightspeed account it's possible to integrate the two systems directly in Edify.
Navigate to Settings > POS Dashboard > POS Connection
In the "Select POS" dropdown select Square or Lightspeed
Click "Connect"
You will be directed to your Square/Lightspeed account where you will need to grant Edify the required permissions
Once done, in the POS Connection tab you will see a green 'Account Connected' flag.
Integrating other POS Systems
For POS Systems other than Square or Lightspeed the integration will be completed directly by the Edify engineering team. Please reach out to our Support team to kickstart this process.
Linking Sites
Once you have connected your POS system you will need to link your Sites on Edify to their respective locations on the POS system to enable analytics and reporting.
Navigate to Settings > POS Dashboard > POS Connection
For each site click "Link to Location"
The 'Select a location' dropdown will show all POS locations available to Edify
Select the correct location
Click "Enable link"
💡 Reminder: if a site is not linked to a POS location no sales data will sync which will mean COGs analytics is unavailable.
Switching POS Systems
Important: If you're moving to a new POS system, your previous POS data in your COGS and Homepage reports will be removed once you make the switch.
If you are switching to a new POS System the process will depend on the POS Systems you are switching to and from.
Step 1: Disconnect your current POS
You can disconnect directly in Edify.
Navigate to Settings > POS Dashboard > POS Connection
Click the cog icon
Click 'Disconnect'
Step 2: Connect your new POS
Once you have disconnected your old POS system use the instructions above to connect a new system.
Missing, Invalid or Revoked Connections
Sometimes POS connections can become invalid or be revoked, if this happens your sales data will no longer sync and COGs analytics will not be available.
Missing, Invalid or Revoked POS connections will be flagged in the POS Dashboard.
If you have a Lightspeed or Square account you will be able to re-link your POS. For other POS systems please contact our support team who will be able to assist.
Business Name Changes on POS System
Renaming a business on your POS system can cause the integration to be revoked. If you rename your business on your POS system you will need to re-link your POS system using the steps above.
Changing your Company Name in Edify has no impact on POS integrations. Equally, changing the name of Sites/Locations in Edify or your POS system will not impact the integration.