The following article pertains to Master Data Sync for accounting integrations.
If you choose to sync Vendors through Master Data sync, all active Vendors will be synced to Procurify and will be set as Preferred Vendors (excluding PunchOut Vendors).
What vendor information is synced in Master Data?
The following data points will be synced:
- Vendor name
- Address
- Phone number
The following Data points are not synced:
- Preferred status
- PO email automation setting
- Payment terms
- Shipping methods
- Shipping terms
- PDF Label Set
- Other contact information
- Default vendor tax rate
These will need to be manually edited in Vendor Settings.
Additional Information:
- What is Master Data Sync?
- Syncing Chart of Accounts to Procurify (Master Data Sync)
- If you deactivate a vendor, it will be deleted from Procurify on the next sync.