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

Suppliers exist for the billable company.

- Connected on Credentials.
- Suppliers exist for the billable company.

Open the billable company’s Suppliers Greentree controls.

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

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

Confirm linked suppliers before pushing bills.

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.

Supplier catalogue synced; key suppliers linked.

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

- Supplier catalogue synced; key suppliers linked.
- Bill push no longer fails for “supplier not linked”.

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

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

- “That Greentree supplier isn’t available” → Sync suppliers, then retry link.
- Wrong Auto-Map → clear/unlink and pick the correct Greentree supplier.

Sync Suppliers + link / Auto-Map

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Sync Suppliers + link / Auto-Map

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Overview: what syncs which way

Sync Customers + link / Auto-Map

Troubleshooting (CSV export errors, false disconnect, missing mappings)

Set Greentree Procurement settings

Sync, create and update staff in Greentree