Converting Vendor Profile Types

VIVE supports three vendor types: Full Vendor, Client Registered Vendor, and Compliance Exempt Vendor. In certain situations, you may need to convert a vendor from one type to another — for example, if a vendor's compliance requirements change or a relationship is restructured. 

Each conversion has specific prerequisites. This article explains the three vendor types, what's required for each conversion path, and what to expect when a conversion is completed.

Vendor Types Defined

Converting to Client Registered Vendor

From Compliance Exempt Vendor

Compliance Exempt vendors can be converted to Client Registered status. Because these vendors have no payment history and are fully client-managed, this conversion path is straightforward. A tax ID is required to complete the conversion, as VIVE uses it to verify vendors and prevent duplicate records. 

From Full Vendor

Full Vendors can only be converted to Client Registered if their VIVE status is Registering or Awaiting Payment. Vendors with a payment history on file are not eligible for conversion.

Converting to Compliance Exempt Vendor

From Full Vendor 

Full Vendors can only be converted to Compliance Exempt if their VIVE status is Registering or Awaiting Payment. Vendors with a payment history on file are not eligible for conversion. 

From Client Registered Vendor 

Client Registered Vendors can be easily converted to Compliance Exempt status.

Frequently Asked Questions

Can I convert a vendor who has a payment history with VIVE? 

No. Once a vendor has made payments to VIVE, they cannot be converted to Compliance Exempt status. Full Vendors with payments also cannot be converted to Client Registered. Please reach out to clientsupport@getvived.com for guidance. 

What happens to in-progress compliance workflows after a conversion?  

Any active compliance workflows are terminated when a Full Vendor is converted. 

Why can't Canadian companies convert Full Vendors to Client Registered? 

This restriction is based on different compliance requirements in Canadian jurisdictions. This conversion path is only available to US-based companies. 

If a vendor works with multiple clients, does a conversion affect everyone? 

No. Conversions only affect the vendor's relationship with the specific client performing the conversion. Other clients are not impacted. 

What is a Tax ID and why is it required for some conversions? 

A Tax ID is either an EIN (Employer Identification Number) or SSN (Social Security Number). VIVE uses it to verify vendors and prevent duplicate records. Conversions to Client Registered status require a Tax ID to ensure uniqueness across your vendor network.