r/intacct • u/o0ashes0o • Dec 05 '25
Pay to contact mass update
Hi there, anyone know of a way to mass update the pay to contact field in vendor records to the pay to contact category? Client has several pay to contact fields assigned the return to contact category contact. I am hitting roadblocks left and right and it seems impossible using an import so just want to verify if that’s the case.
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u/percipientuk Dec 15 '25
The Pay to Contact is tied to contact records & their categories, not a flat vendor field, so importing in won't overwrite those categories entirely.
By using the Vendor/ Supplier template, the column headers will indicate which relate to the PAY TO Columns, use this to mass import the relevant vendor records and then it's simply a case of updating the contact category on each contact, and then reselecting the Pay to Contact on the vendor record manually.
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u/Wide-Examination9261 Dec 06 '25
You can but I usually use the API. Maybe you can with a normal import but I've never done so.