šØ Not seeing the new look yet? We're rolling out Edify's new look in stages, so it may not have reached your account just yet. If your Edify still looks the same as before, you're not on the new design yet and you can still find the help you need in our original guide.
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, Lightspeed and Revel
If you have a Square, Lightspeed or Revel account it's possible to integrate the two systems directly in Edify.
Navigate to POS > Connection
Click the Connect button for your POS system
You will be directed to your POS account where you will need to grant Edify the required permissions
Once done, in the Connection tab you will see a green 'Connected' flag.
Integrating other POS Systems
For other POS Systems 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 POS > Connection
In the 'Site Connections' section you will be shown all your active Edify sites
For each site click Link
The 'POS Location' dropdown will show all POS locations available to Edify
Select the correct location
Click Link Location
If you cannot see the POS location this means it has not been made available to Edify. Check your POS system to ensure the location is active.
š” 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 POS > Connection
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 Connection page.
If you have a Lightspeed, Square or Revel 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.