Manually Link VIVE Vendors to Vendors in your Accounting System
VIVE Vendor records will automatically link to your accounting system based on a tax ID match from VIVE to your accounting system. If a VIVE vendor isn’t automatically linked to a vendor in your accounting system, you can manually create the link by following the steps below.
Locate Unlinked Vendors
From your Dashboard, go to the Accounting Alerts section.
Find the alert titled “VIVE Vendors Not Linked to Accounting.” (See screenshot below.)
Click on the alert to open it.
This will open the My Vendors tab, displaying engaged VIVE vendors that are not currently linked to an accounting record.
Open a Vendor Profile
Click on a vendor’s name to open their profile.
In the left-hand menu, select the Admin tab. (See screenshot below.)
Manage Accounting Links
At the bottom of the vendor’s profile, click Manage Accounting Links.
You’ll see two sections:
Top (blue hyperlinks) – Information entered by the vendor in VIVE. Each blue field is a clickable link that will search your accounting system.
Bottom (grid) – Information pulled from your accounting system.
Link the Vendor
In the bottom (grid) section, locate the accounting vendor record that matches the top (blue hyperlinks) VIVE vendor information.
Under the Actions column, click the chain icon to complete the link.
Once linked, the vendor will appear as linked between VIVE and your AP accounting system, allowing VIVE to push information into your account software.
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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