Merging adds records from the original supplier to the target supplier of the merge (often a Verified Supplier). That means any custom billing information or Supplier Contacts will be added to the resulting Supplier record.
Not all agencies have merge capabilities. If merging has not been rolled out for your agency, you can instead mark duplicate suppliers and then contact Sion support@sioncentral.com and we will set up a date and time for us to merge your marked records!
Whether merging is done by you or Sion, you can still view merged records. The original Supplier record is preserved for a set period and can be found by using the Merged option in the Supplier filters. The original records are archived here for later reference should you need them.
If merging is enabled for you, follow the steps below to merge records.
Warning: Use caution when merging Suppliers, this cannot be undone.
Identify Suppliers for Merging
Click Suppliers in the top menu.
In the left filter bar, click the Supplier Verification gear icon to open more options.
Hover over the Confirmed box and click Only to the right.
All Suppliers confirmed as duplicates will appear in the Suppliers tab.
Merge an Individual Supplier
Warning: Use caution when merging as this action cannot be undone.
Click on the supplier you want to merge. In the new window, click the Suggestions tab. Suggestions are possible matches to the selected supplier.
There are two types of suggestions, other manually added suppliers and Verified Suppliers. Click the appropriate dropdown to see options.
Note: If you know there is a duplicate Supplier, but don’t see it in the Suggestions tab, you can manually suggest duplicate Suppliers. See the article Manually Suggest Duplicate Suppliers for more information.
The top Sion suggestion will be highlighted as the most likely match. You can also see the Match Score in the top right which gives the confidence level of the match.
You can click View Supplier to see more information and confirm if the supplier is a match.
To dismiss the match as incorrect, click Dismiss.
Click Merge Supplier if it is a match.
A warning window will open letting you know merging cannot be undone. Click Select merge option to continue.
The Merge Suppliers window will open.
Sometimes suppliers have been added manually multiple times by members of your agency or contractors. If this is the case, you will see a section called Include related suppliers with the number of matching suppliers. To merge all of these suppliers to the matching one, select Include related suppliers.
Otherwise, choose merge a single supplier to only merge the one you originally selected. Click Continue to move forward.
You can see the information for the records you are merging to double-check your selection.
Click Merge Supplier.
Bulk Merge Suppliers
Warning: Use caution when merging as this action cannot be undone.
If you have multiple copies of a supplier in your system, you can bulk merge them.
First, use the search and filter options to display the duplicate suppliers. For more information see the article Find and View Contacts.
In the Suppliers tab you should see your list of duplicate suppliers.
In the bottom menu, click Merge Suppliers.
Note: This will apply to all suppliers visible in the tab. Make sure you have correctly used your search and filter options before proceeding.
A warning window will open letting you know merging cannot be undone. Click Select a supplier to continue.
Choose if you want to merge the selected suppliers with a Verified or Manual supplier with the Search by radio.
Use the search bar to locate the desired supplier.
Double-check the suppliers you selected. You can remove them by unchecking the boxes.
Click Continue to move forward.
You can see the information for the records you are merging to double-check your selection.
Click Merge Suppliers to complete the merge.