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How do I add a vendor that is already in my directory?

Written by Zach Koerber

If the vendor is already in your directory, you do not need Add vendor at all: click Vendors in the left sidebar and click the vendor's name in the list to open their profile. Add vendor is for bringing a company onto your directory for the first time, and its search only lists companies you can still add.

This comes up a lot once your directory has grown and you want to put a vendor you already work with onto a new project.

Applies to: Managers and Admins

Steps

  1. Click Vendors in the left sidebar to open your directory.

  2. Find the vendor in the list and click their name to open their profile. Vendors already in your directory live here, not behind Add vendor.

  3. To add a company that is not in your directory yet, click Add vendor in the top right of the Vendors page. The Find the company drawer opens on a search field, "Search by company name…".

  4. Type the company name, then click Add next to the company in the results to add them to your directory.

What happens next

A company you add from the search joins your directory straight away, with no invite sent from this screen. Its row switches to Added and greys out, and you can keep searching to add more. Because the search only lists companies you can still add, a vendor already in your directory will not appear in the results at all. Close the drawer when you are done, and the vendor shows up in your Vendors list.

If this doesn't work

  • If a vendor you already work with does not appear in the search results → they are already in your directory. Close the drawer and click their name in the Vendors list instead.

  • If the company you want does not appear at all → they are not on Contracts Connected yet. Keep typing the full company name. When nothing matches, the drawer shows "No companies found for …" with an Invite new vendor button. Click it, fill in the invite form, then click Send invitation. To go back to the results, click Back to search. That button is the only way into the invite form, so it does not appear while the search still has results.

  • If the drawer reads You can't add vendors → your role does not include permission to add vendors. Contact your account admin.

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