Vendors

Core information for service providers and contractors including identifying data and contact information. Operational configuration (payment methods, tax processing, work orders) is managed separately.

Migration Requirements

Required for Import

No - Optional

Retention History

Include vendors that have been paid within the last 18 months. Active vendors and vendors with transactions in the last fiscal year should be included. Also include vendors who may be needed for upcoming work.

Usage Notes

•This schema captures core vendor data for migration purposes.

•Operational configuration (payment methods, tax processing, work orders) is managed via operational setup templates.

•Include vendors paid within the last 18 months based on Last Payment Date field.

•Vendor Type categorizes the service provided for organizational purposes.

•Conditional Requirements:

→When Is Taxable is true: Tax ID Number, Last Payment Date, Contact Name, and Contact Phone are required

Fields (12)

Show required only

Expand a field to see example values and, where necessary, additional business context

	Field	Type	Description	Attributes
Vendor Main
	`Vendor ID`	Text	Unique identifier for the source system Vendor	Required
Vendor ID Unique identifier for the source system Vendor Examples VENDOR-001 12345 ABC_LANDSCAPING Business Context This field identifies unique vendor records from your source system, enabling updates after initial import. Provide any unique identifier from your system—numeric IDs, text codes, or concatenated values all work.
	`Vendor Name`	Text	The legal or business name of the vendor	Required
	`Vendor Type`	Text	The category or type of service the vendor provides	Required
	`Address`	Text	Full address including street, suite/unit, city, state, and zip code	Optional
	`Is Taxable`	True/False	Whether this vendor is subject to tax reporting requirements	Optional
	`Tax ID Number`	Text	Vendor's federal tax ID (EIN) or SSN	Conditionally Required
	`Association IDs`	Array	Array of association IDs this vendor is associated with	Optional
	`Last Payment Date`	Date	Date of the most recent payment to this vendor	Conditionally Required
Contact Information
	`Contact Name`	Text	Primary contact person at the vendor	Conditionally Required
	`Contact Phone`	Text	Primary phone number for the vendor	Conditionally Required
	`Contact Email`	Text	Primary email address for the vendor	Optional
Additional Data
	`Additional Data`	JSON Object	Any extra information from your source system	Optional

Relations

organizationOrganizationsmany-to-one

Parent organization managing this vendor