How to Merge Vendors

Helps if you have multiple variations of the same vendor. "Home Depot" & "The Home Depot", "Lowes" & Lowes Home" - Merge them into one.

Updated over a week ago

Have 5 "Lowes" Vendors on File: "Lowe's", "Lowes Home", "Lowes Home Improvement" etc?

You may have noticed that if you process receipts from one particular Vendor, but actual purchases were made at different sore locations your Vendor results may differ, causing a confusion & inconvenience and actually breaking the Vendor statistics.

Let's look at "The Home Depot" example. This Vendor has different stores at different areas, so receipts from this Vendor are saved as different Vendors. It also may happen if Vendor has different spelling variations: "The Home Depot" & "Home Depot"

Here is how you make ALL receipts be saved under ONE Vendor.

1. Merge ALL Vendors into ONE:

  1. Log in to your Web hub:

  2. Go to your INBOX

  3. Preset date filter to ALL to see ALL Vendors for ALL time

  4. Search by necessary Vendor name

  5. Select all the Vendors you want to merge

  6. Click the MERGE button in the Bulk Actions section

merge vendor bulk action vendor

8. Select Vendor you wish to MERGE all the selected ones into.

*You can type Vendor name to adjust the list

9. Press YES, MERGE to confirm the action

2. Create a RULE to Assign ONE Vendor to ALL receipts

  1. Log in to your Web hub:

  2. Go to SETTINGS

  3. Preset ADD A RULE

5. Set Condition OCR text Contains

6. Type few keywords from Vendor Name to Filter

7. Select Vendor to Apply in Action

8. Select Vendor from your Vendor drop-down list

From now on ALL receipts where OCR text contains HOME DEPOT text will be assigned with "The Home Depot" name.

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