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Merging Your Existing Accounts

Gisela Peters
Updated

Overview

This article explains how a supplier can merge accounts from different sites.

  • Before the 2024 Unified Supplier Database release, suppliers had to register on each agency's site with a unique username. They also had to access each site individually to review and respond to bids.
  • With the 2024 Unified Supplier Database release, suppliers can merge their existing accounts. This lets suppliers log in with one username and password and access all agencies they have registered with in the Agency section.
  • Suppliers must register with each agency to review and respond to bids. However, they can now use the Find New Agency option to find and register with other agencies and automatically merge them.

  • Log in to any Ionwave agency to display the Self Merge button. Only supplier users with the Administrative role can access the Self Merge option in the Quick Links section of the Home page. The following screenshot shows the Quick Links box.

    Screenshot of Quick Links with Self Merge highlighted beside Supplier Company Profile, Agency Specific Profile, and Help.

Note

Choose which account (agency site) will be the Primary Account. The information in that account must be accurate and must be what you want to display for all accounts. You must always start from the account with that agency to begin all merge actions.

How to Merge Accounts

To merge your accounts, complete the following steps. You must know your login information for the agency you choose.

  1. Click the Self Merge button. A popup displays that lets you choose an agency to log in to so you can merge your accounts.

  2. Click in the search field and begin typing the agency name, or scroll to find the agency name, as shown in the following screenshot.

    Screenshot of the Choose Agency dropdown above a table with CompanyName and Url columns.

  3. When you find the agency, click the agency name to display the login screen shown in the following screenshot.

    Screenshot of the login prompt with Username and Password fields, Verify Account (highlighted), and Change Agency buttons.

  4. Enter your Username and Password for that agency.
  5. Click the Verify Account button. The Supplier Compare screen displays.

If Account Information Does Not Match

If the screen displays error messages in red font, contact Euna Procurement Powered by Ion Wave Support. Email documentation that shows your correct information to support.ionwave@eunasolutions.com. In the following example, you must provide documentation that shows the correct Tax ID number, Tax ID Type, and Organization Type.

Screenshot of Supplier Compare with a red message that Tax ID, Tax ID Type, and Org Type do not match and block the merge.

Note

To change your Primary Account designation, click the Change Agency button at the top left of the screen.

If Account Information Matches

If your account information matches, the following screen displays with all information in green font.

Screenshot of Supplier Compare with Primary Account and Account to be Merged side by side, matching details in green.

Read all instructions on the screen before you continue. When you understand them, click the Continue button. The following list shows some highlights:

  • If any information in the Account to be Merged is different from the Primary Account, the Primary Account information overrides it.
  • All bid responses remain accessible on all accounts.
  • When you log in with your Primary Account information, you can access all agency information, including new and previous bid information.

Map Users

Read all instructions on the screen before you continue.

The Primary Account side lists all existing users on that site, whether active or inactive. It also includes an option to add a New User. Each column lists users in alphabetical order by name. The following screenshot shows the Primary Account side.

Screenshot of the Primary Account Existing Users column highlighted in red, listing two users above the New Users area.

The Account to be Merged side lists all existing users on that site, whether active or inactive. The following screenshot shows the existing user profiles on that side.

Screenshot of the Account to be Merged column highlighted in red, listing two existing user profiles.

To merge users, hover over the user's name in the Account to be Merged column, then click and drag the user into the appropriate Primary Account slot. Use one of the following options:

  • If the same person is in both columns (for example, if Kristin has the same email address), drag the Kristin Baxter user from the Account to be Merged column and drop it onto the Kristin Baxter user in the Primary Account column.
  • If no matching user exists in the Primary Account Existing Users column, drag the user from the Account to be Merged column and drop it into the New User blank field. The system does not allow you to continue until you move all users from the Account to be Merged column.

The following screenshot shows a sample profile after merging.

Screenshot of the Primary Account list with a merged Kristin Baxter profile and Ryan Baxter under New Users.

Completing the Merge

To complete the merge, follow these steps.

  1. Click the Continue button.
  2. Verify that the information on the Primary Account Information Verification screen is correct.
  3. If you need to make changes, click the Previous button.
  4. If the information is correct, click the Merge button. A confirmation message displays.
  5. Click the OK button. The login page of the original agency you logged in to displays.

Note

After you merge accounts, the username and password of the Primary Account (the account you logged in to before you clicked the Self Merge button) become the username and password for the Account to be Merged.

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