Introduction

When we sync invoices for contractors we first have to find a matching vendor in your ERP. We do this matching based on the contractor email address in the Oyster platform. You can verify contractors matched in your ERP either during integration setup or from the integration settings page after you set up the integration.

View linked contractors during integration setup

When setting up the integration for the first time you will get to the step titled “Confirm Contractors.” Here you will see a list of Linked and Not Linked contractors. If a contractor is in the Linked list, it means they are created in the ERP with the same email address found in the Oyster platform.

If you click on the Not Linked list, you will see all the contractors that we cannot match with your ERP. This could either be because they have not been created in your ERP yet, or they have been created but don’t have the same email address associated in the ERP as in Oyster.

View linked contractors from the integrations settings after setting up the integration

Once an integration is set up, you can see the linked contractors by navigating to the “My integrations” menu and clicking on “Settings” for your ERP integration.

If you click on the “Contractors” tab, you will see a list of Linked and Not Linked contractors. If a contractor is in the Linked list, it means they are created in the ERP with the same email address found in the Oyster platform.

If you click on the Not Linked list, you will see all the contractors that we cannot match with your ERP. This could either be because they have not been created in your ERP yet, or they have been created but don’t have the same email address associated in the ERP as in Oyster.

How to link contractors

To link any unlinked contractors, you simply need to review your vendors in your ERP and ensure that they have been created and have the same email in the email field as we have in Oyster. We have provided each contractor’s email address in the list so you can copy and paste into the appropriate vendor profile in your ERP.

Once you have configured the vendors correctly in your ERP you can click the “Refresh Data” button to view an updated list of linked contractors.

Remember - any time you hire a new contractor, you need to add them in your ERP system with the email address on their Oyster account for the invoices to sync.