--- title: "Vendor Integrations Setup in the Onboarding Dashboard" slug: "vendor-integrations-setup" description: "Connect supported vendors to R365 for automatic AP invoice imports during onboarding. Enter vendor details, OPCO codes, and assign locations." updated: 2026-07-27T16:43:25Z published: 2026-07-27T16:43:25Z canonical: "docs.restaurant365.com/vendor-integrations-setup" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Vendor Integrations Setup in the Onboarding Dashboard In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. The Vendor Integrations setup step on the [Onboarding Dashboard](/doc/docs/onboarding-dashboard) starts the process of connecting supported vendors to Restaurant365. These integrations allow Restaurant365 to automatically import accounts payable (AP) invoices and credit memos for integrated vendors and locations. This step helps reduce manual data entry and ensures transactions flow into correctly into AP. > Vendor integration requests can only be submitted for locations that have been added and completed during onboarding. --- ## Security The following permissions are associated with the Vendor Integrations Setup step: - Administration → Dashboards → View Onboarding Dashboard - Administration → Locations → View Locations - Administration → Integrations → Submit Vendor Integration Requests These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation ****Navigation Steps**** 1. Open the **Home** application. 2. Select **Onboarding dashboard**. 3. Click **Get Started** in the Vendor Integration step. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CUX678Q3.png) --- ## Vendor Integrations Setup Each vendor integration is represented in its own section. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JWJTQUB7.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Overview | Provides guidance and best practices for Vendor integrations setup. | | **2** | Vendor integration table | Displays vendor details and associated locations. Each vendor integration appears its own section and table. | | **3** | Expand/Collapse | When collapsed, expands the table to full screen view. When expanded, collapses the table to a smaller view. | | **4** | Trashcan | Removes the entire vendor integration from the Vendor integrations setup page. This action deletes all associated contact, vendor, and location details and cannot be undone. | | **5** | Vendor | Selects the vendor to integrate. The dropdown includes vendors currently supported by Restaurant365. Other vendors may be requested but are not guaranteed. | | **6** | Vendor contact name | Specifies the primary point of contact for the vendor. | | **7** | Vendor contact email | Specifies the email for the vendor contact. | | **8** | Location row | The location details for a single location using the selected vendor. | | **9** | Trashcan | Deletes the location from the Vendor integration table. Deleting the location removes contact and OPCO details and cannot be undone. | | **10** | +Location | Adds a location to the vendor integration table. | | **11** | +Vendor integration | Adds a new Vendor integration section for another vendor. | | **12** | Complete and close | Opens the Confirmation window for integration submission. | ### Vendor Integration Table Columns | Column | Description | | --- | --- | | Location | The location the account and OPCO details apply to. | | Account Number | The identifier assigned by the vendor for the organization’s account. This number is used to match invoices, payments, and statements to the correct vendor account. Vendors may also refer to this as the customer number. | | OPCO Code | The vendor’s operating company (OPCO) identifier for the account. This number is used to associate activity with the correct vendor region or distribution company. | --- ### FAQ #### Can I request a vendor integration for a location I haven't finished setting up yet? No. Vendor integration requests can only be submitted for locations that have already been added and completed during onboarding. Learn more about the [Onboarding Dashboard](/doc/docs/onboarding-dashboard). #### What happens if I click the trashcan icon on a vendor integration or a location row? It permanently removes that vendor integration (including all associated contact, vendor, and location details) or that individual location. This action cannot be undone. Learn more about the [Onboarding Dashboard](/doc/docs/onboarding-dashboard). #### Can I request integration for any vendor, or only ones on the list? The Vendor dropdown includes vendors currently supported by Restaurant365. You can request other vendors, but integration for them isn't guaranteed. Learn more about the [Onboarding Dashboard](/doc/docs/onboarding-dashboard). Access rights granted to users or user roles that dictate what actions they can perform within the system.