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How to Disable Syncing of Suppliers
How to Disable Syncing of Suppliers

This article outlines how to stop Prospect CRM from syncing suppliers from your ERP/Accounting/Inventory Management system.

Matilda Gardener avatar
Written by Matilda Gardener
Updated over a week ago

This setting won't delete any existing supplier CRM records, but will prevent new supplier CRM records being created when new suppliers are added to your integrated ERP/Accounting/Inventory Management system.

Prerequisites

  • You'll need CRM Admin rights to enable/disable this feature

Step 1: Go to System Settings

In the navigation menu, go to 'Settings' then select 'System Settings'.

In the search bar, search for either "Suppliers' or 'CRM records", then scroll until you see the option "Automatically create CRM records for Suppliers".

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Step 2: Disable Setting

By default, the setting is set to 'Enable'. Select 'Disable' to prevent the creation of new supplier Company/Contact records in Prospect CRM when new suppliers are found in your integrated back-office system.

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