Merging Duplicate Service Providers

Summary:  Merging duplicate service providers can be completed by navigating to the Service Provider List, selecting Merge on the duplicate service provider, and selecting the new provider that you wish to merge the duplicate into.  This will preserve invoice history without having duplicate provider entries.  Please use caution when merging, as Superusers cannot unmerge service providers.

Navigate to the Services > Service Provider List.

It helps to view your duplicate service providers by searching the provider name.  You can view more provider details by clicking the Edit buttons for each provider.

Click Merge on the service provider that you wish to merge (this is the provider that you do not want to keep in the service provider list).

A Merge Service Provider popup window will appear.  Search for the provider that you would like to merge into and click the Merge button.

Vantaca will confirm that you are want to merge the duplicate provider into the provider which will remain.  Click OK to complete the merge.  Use caution with merging providers, as users cannot unmerge service providers.

Only one provider will appear in the Service Provider List, but the invoice history for the merged provider will be merged into the remaining provider as shown below.