Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

  1. Ensure the constituent name exactly matches the vendor's name in Accounts Payable. If the names do not match exactly, a new record will be added in Acounts Payable.
  2. Open the organization constituent record in The Raiser's Edge 7.
  3. From the Constituent drop-down menu, select Add organization as AP vendor
  4. If the vendor already exists, user will receive the following prompt: An AP vendor record already exists with the name [Name of Org]. Do you want to associate the active Raiser's Edge constituent record with the existing AP vendor record?
  5. Click Yes

    NOTE: Answering Yes to this prompt does not actually create a link between the records. It prevents the user from adding duplicate vendor records in the Accounts Payable system.

  6. If a vendor with the same name does not already exist, a new record is added in Accounts Payable. The phone and address information from The Raiser's Edge constituent record will be copied to the newly created vendor record if present.