Accounting API Integration in Vendor Details

Accounting API Integration in Vendor Details

The Accounting API section of the Admin tab provides details on the integration between VIVE vendors and your company’s accounting system. To see a vendor's accounting status -click on My vendors>Select the vendor> then click Admin on the left menu bar. You will then be taken to the page with the screenshot below> Select Manage accounting links. 

Accounting System Connection Status

• Linked: The VIVE vendor is successfully connected to your company’s accounting system.
• Unlinked: The VIVE vendor is not connected, and VIVE will not update your accounting system for this vendor.

Key Accounting Fields Displayed

• Accounting System:
  The accounting system that is currently integrated and linked to VIVE.

• Status:

  • Linked: The VIVE vendor is connected to a vendor in the client’s accounting system. VIVE will push compliance information to the linked vendor record.

  • Unlinked: The VIVE vendor is not connected to any vendor in the client’s accounting system. Compliance information will not be pushed until the vendor is linked.

• Legal Name (in Accounting):
  The vendor’s official name as recorded in your accounting system. It is important to ensure that vendors are properly linked to the correct record, as VIVE will only push compliance information to linked vendors.

• Accounting ID:
  The unique identifier from your accounting system that connects the vendor to VIVE.

• Auto-Linking Enabled:
  Indicates whether auto-linking is active for the vendor:

  • YES: VIVE automatically links vendors when the EIN (Employer Identification Number) in VIVE matches the EIN in your accounting system.

  • NO: Vendors must be manually linked between VIVE and your accounting system.

Managing Accounting Links

To view, add, manage, or delete vendor links:

1. Click the "Manage Accounting Links" button.
2. Verify the VIVE information at the top with the information in the accounting table. 
3. Under Actions- Select the symbol to link or unlink the matching vendor.

________________________________________________________________________________________________________________

Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com