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How to Connect a Payee Profile from the Profile Manager

Payer users can now connect an approved Payee Profile directly from the profile itself in the Profile Manager. This guide walks through the new self-service option, in addition to the two existing connection methods.

Before You Start

Connecting a Payee Profile is available through three methods:

  1. CSV file upload
  2. Connect Supplier UI (single connection)
  3. Profile Manager (new — connect directly from the profile)

This article covers the new Profile Manager method.

Note: This option is only available to users with the Upload Data permission. If you don't see a Connect button on an approved profile, contact your organization's PaymentWorks administrator to request this permission.

Step-by-Step Instructions

  1. In the Profile Manager, click the approved Payee Profile you want to connect.
  2. Scroll to the bottom of the profile to find the connection bar. If the profile is eligible to connect, the Connect button will be clickable. Click Connect.

    KB Article - Connect button visible
  3. In the pop-up window, locate the address you're connecting, then enter the Vendor Number and Site Code.Screenshot 2026-07-30 at 11.24.56 AM
  4. Click Connect to complete the connection.

Once connected, the Payee Profile status will update to reflect the new connection.

Important Notes
  • The Connect button only appears on profiles with an approved status.
  • Only users with the Upload Data permission can see and use this button.
  • This method does not replace the CSV upload or Connect Supplier UI options — it's an additional, faster way to connect a single profile without leaving the Profile Manager.
  • Double-check that the Vendor Number and Site Code match your ERP records exactly to avoid connection errors.
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