Vendor Linking

Modified on Mon, Jan 12 at 7:21 AM

Vendor Linking automates the matching and synchronization of vendors between Ramp transactions and Financial Edge NXT. This ensures accurate postings without manual entry, with new Ramp vendors auto-created in FENXT

Why Vendor Linking is Important?

Proper linking prevents sync errors, duplicates, or miscoded transactions. Re-link when vendor details change (names, IDs), new vendors appear, or after COA updates to maintain data integrity across systems.

Steps to Configure Vendor Linking:

1. Go to General Settings

From the Ramp for FE left-hand menu, under Settings, click General Settings.

2. Scroll to Vendor Linking

Review FE NXT vendors synced to Ramp (searchable list including Ramp merchants).

3. Review and Map vendors

Search for mismatches and select corresponding FENXT vendors from the dropdown for linking.

4. Refresh Data

Click Refresh to sync updates; preview mappings before full transactions.