Merging Vendors

When to merge vendors

Duplicate vendor records happen. A vendor submits through the portal and is also imported from QuickBooks. Someone creates "ABC Cleaning" and another team member creates "ABC Cleaning Services LLC." SKOOR detects potential duplicates and suggests merges, but you can also initiate a merge manually from any vendor profile.

What merges

• Payment history — All payments from both records are combined into the surviving vendor.
• Documents — W-9s, contracts, insurance certificates, and all uploaded files transfer to the surviving record.
• Notes and activity — The activity timeline merges chronologically.
• Group memberships — The surviving vendor inherits all group assignments from both records.
• Card associations — Any SKOOR cards linked to either vendor transfer to the merged record.

What does not merge

When two records have conflicting single-value fields (like TIN, legal name, or payment terms), you choose which value to keep during the merge wizard. The discarded values are logged in the merge audit record but are not retained on the vendor profile.

How to undo a merge

SKOOR keeps a merge audit record for 90 days. During that window, you can undo the merge from the vendor profile under "Activity" then "Merge History." Undoing a merge restores both original records with their original data. After 90 days, the merge becomes permanent. Clean vendor records without duplicates improve your Business Health Score data quality.