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

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

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

You can't create Suppliers in the CRM and so by default we will import Suppliers from your ERP/Accounting/Inventory Management system into the CRM as Purchase Ledgers. 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 the CRM when new suppliers are found in your integrated back-office system.

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