If you have multiple vendors, you can save time by using our bulk upload tool.
Step 1:Under Cash, navigate to the Vendors page and click Add vendors via CSV.
Step 2:Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next.
Note:If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor.
Step 3:Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account.
Note:If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go backto re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later).
To resolve duplicate data, the vendor name must be unique.