Merge Vendors

Overview

Over time, duplicate vendor records can accumulate in your account — from CSV imports with name variations, automatic creation during invoice processing, or manual entry by different team members. The vendor merge feature will allow you to combine two or more duplicate vendor records into a single unified record.

Planned Functionality

When vendor merge is available, it will:

• Combine invoice history from all merged records into the surviving vendor record.
• Consolidate risk flags so that the full risk history is preserved on a single vendor.
• Migrate notes from all merged records to the surviving vendor.
• Preserve an audit trail showing which records were merged, when, and by whom.
• Let you choose the primary record — you select which vendor record survives, and which records are absorbed into it. The surviving record's name and details are used going forward.

Preparing for V2

While the merge feature is not yet available, you can take steps now to reduce vendor duplication:

• Clean your vendor data before performing a CSV import.
• Use manual linking to associate invoices with the correct vendor rather than allowing new records to be created automatically.
• Add notes to suspected duplicate vendor records so they are easy to identify when merge becomes available.