NOTE: This article applies to both those customers with an active integration and those without an active integration.
Integrated Customers
Your accounting software will contain your Vendors (e.g. maintenance-related and not maintenance-related) that you will need to manually select specific vendors to Invite and Link to Property Meld. Newly linked Vendors will then receive an email invitation to register their Property Meld account.
Step 1:
Click Vendors and click Create Vendor.
Step 2:
Click Invite and Link Vendor
Step 3:
Search for vendors to sync under Filter Vendors
Step 4:
Select vendor and click Invite and Link Vendors
NOTE: Only Vendors that have not been Imported or Linked are searchable and/or displayed on the above screen.
Inviting Vendors without Linking
Step 1:
Click Vendors and click Create Vendor.
Step 2:
Click Invite without linking
Step 3:
You can invite the Vendor with only an email address. The remaining fields (First Name, Last Name, Company Name, etc.) are optional.
NOTE: However, if the Property Manager has that information and enters it here, the vendor's registration process will be faster and more effective.
Non-Integrated Customers
If you do not have an active integration, you will invite vendors under the Vendor tab. The vendor will receive an email notification with instructions to complete the registration process once you send out the invite.
Step 1:
Click Vendors and click Create Vendor.
Step 2:
You can invite the Vendor with only an email address. The remaining fields (First Name, Last Name, Company Name, etc.) are optional.
NOTE: However, if the Property Manager has that information and enters it here, the vendor's registration process will be faster and more effective.
Viewing Vendor Pending Invites (for both integrated and non-integrated)
To view the Invited Vendors, click Vendors and click Pending.
NOTE: If for some reason, the vendor did not receive the initial invitation email, the Property Manager can Re-invite the Vendor. See the highlighted actions for reference.