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Sync Suppliers + link / Auto-Map

Suppliers must link to Greentree suppliers before AP / bill pushes that need a Greentree supplier code.

When you need this

Suppliers must link to Greentree suppliers before AP / bill pushes that need a Greentree supplier code.

Before you start

  • Connected on Credentials.

  • Suppliers exist for the billable company.

Steps

  1. Open the billable company’s Suppliers Greentree controls.

  2. Sync suppliers from Greentree; wait for the progress bar / tray job.

  3. Use Auto-Map Greentree for confident name matches, or Link manually per row.

  4. Confirm linked suppliers before pushing bills.

[Screenshot: Suppliers Auto-Map Greentree]

[Video: Sync + Auto-Map suppliers]

What success looks like

  • Supplier catalogue synced; key suppliers linked.

  • Bill push no longer fails for “supplier not linked”.

If it fails

  • “That Greentree supplier isn’t available” → Sync suppliers, then retry link.

  • Wrong Auto-Map → clear/unlink and pick the correct Greentree supplier.

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