How To Merge Two Vendors

Table of Contents

• Summary
• Steps
• Additional Resources

📋 Summary

Summary

The Vendor Merge feature combines duplicate vendor records into a single, consolidated record. This tool works best when merging vendors with matching websites or domains, resulting in a complete merge of vendor data, including assessment activity.

Important considerations:

• Always verify merged data meets your expectations after completion
• Works optimally for duplicate vendors with matching domains
• Limited functionality when merging vendors with different websites
• Not suitable for rebranding or acquisition scenarios involving different domains
• Creates a new vendor record while archiving the original two records

The merge process creates a third vendor record tied to your primary vendor's company account, with the creation date set to when you initiated the merge. Original vendor records are automatically archived but can be restored by contacting [e-mail] if needed.

Tip: Alternative approach: Instead of merging, consider renaming unwanted vendors to "[Vendor Name] Archived" and archiving them when no longer needed to avoid team confusion.

The steps for archiving a vendor can be found here.

Contact your Customer Success Manager or [e-mail] with questions or to test specific scenarios before proceeding.

Merged From Primary Vendor Only:

1. Assessment Activity (Questionnaires, Trust Centers, etc)
2. Documents Repository (.docx, .pdf, .xlsx, questionnaires)
   1. Any files not part of any assessment activity are fully merged.
3. Vendor Name
4. Vendor Description
5. Service / Product
6. Website
7. Vendor Status
8. Assessment Status
9. Program Automation (Or Made Blank)

Merged From Secondary Vendor (If Not Provided By Primary Vendor):

1. Business Unit
2. Number of Users
3. Follow Up
4. Payment and Contract Information (Excludes Bill Address)
5. Access to Systems (Requires Review - Not Auto-checked If Edited)
6. Access to Data (Requires Review - Adds Duplicate Option)
7. Notes
8. Vendor Intake Form (Drop-downs & Text Fields)

🔀 Steps

1. Please locate the two vendors you are wanting to merge under Assess dropdown > Vendors, then select either one.

2. Select the Ellipsis menu () and Merge Vendor.

3. Search for the vendor you are wanting to merge with and select Next.

4. Select the Primary Account and select Next.

5. The last page will give a brief description of what is happening. Select Merge.

6. Confirm that all data points are what you expect and contact [e-mail] if you have any questions or require further assistance.

Additional Resources

• To learn more about navigating your Vendor Details page, please click HERE.