This article applies to specific accounting integrations, for the more information please see the main article: 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 by default (excluding PunchOut Vendors).

Customers can now un-set the preferred status, and if they are using Master Data Sync, it will remain unpreferred indefinitely.

What vendor information is synced in Master Data?

The following data points will be synced:

Vendor name
Email
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
Vendor payment details are not synced to Procurify

You can either manually edit in Vendor Settings, or you can update Vendors in bulk.

Important: The maximum character limit for vendor names is 50 characters. Please ensure your entry complies with this restriction to avoid synchronization errors.

Troubleshooting Common Sync Errors

Vendor Not Found in Procurify

Cause: The vendor might not exist in the source system (QBO or NetSuite) or there could be integration/authentication issues.
Resolution: Verify the vendor's presence in the source system and ensure integration settings are correctly configured. Provide screenshots if further investigation is needed.

Manual Vendor Creation in Procurify

Cause: Vendors manually created in Procurify may not align with records in NetSuite.
Resolution: Ensure the vendor exists in NetSuite and is marked with “Sync to Procurify.” NetSuite will overwrite vendor information in Procurify if the names match and the record is marked for sync. If a vendor name exceeds this limit, shorten the name in the source system and allow approximately an hour for the system to re-sync. This will resolve any synchronization errors caused by field length issues.