How To Merge Two Vendors

Table of Contents 

• Summary

• Steps

• Additional Resources

Summary

Please read this article carefully to ensure that it meets your requirements and will not have adverse effects on your situation. This article does not cover all scenarios that may apply to your account. If this feature is used, we require that you manually confirm that all data was merged as you expect afterward.

Please note that this feature is generally meant for duplicate profile merges with matching websites/domains. This results in a full merge of most vendor data where possible (e.g. Assessment Activity). Otherwise, some data can only be used from the primary record.

It may be used for vendor records with different websites (e.g. adobe.com. and microsoft.com) but is not a full merge. At this time, merging two different vendor domains due to rebranding or acquisition isn't supported using this feature. Please contact your CSM or [e-mail] if you have any questions or would like to test certain types of scenarios beforehand.

This feature creates a third, new vendor record that ties to the same company account as the vendor you make primary. The vendor-created date will be the date you initiate the merge. The third (merged) vendor record is left open and the first two vendor records are archived. If needed, you can request these to be unarchived from [e-mail].

An alternative to using this feature is to update the unwanted vendor name to "[Vendor Name] Archived" to make it obvious to your team which vendor to use. You may also archive the unwanted vendor once it is no longer needed to avoid confusion.  The steps on archiving a vendor can be found here.

Merged From Primary Vendor Only:

1. Assessment Activity (Questionnaires, Profiles, 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 and 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 question or require further assistance.

 

Additional Resources

• For a video tutorial of Merging/Archiving Vendors, please click HERE. 
• To learn more about navigating your Vendor Details page, please click HERE.