> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing your vendors

> Import Bill Pay vendors in bulk from a CSV, search and sort your vendors, start a bill or edit a vendor from the list and review the cards linked to each vendor

Add vendors one at a time (see [Getting Started with Bill Pay](/administrator-guide/getting-started-with-bill-pay)) or many at once with a CSV file. Then use **Vendors** in the Dashboard to find them, act on them and review the cards linked to them.

## Import vendors in bulk

Use **Import vendors** to add up to 500 vendors from one CSV file. Each row creates one vendor, the same as adding a single vendor. Vendors that already exist are skipped, never changed.

![Import vendors page with the Excel and CSV template links, the Before you upload steps and the upload area](https://mintcdn.com/pextest/YyVFS2SH7afAiRoX/images/administrator-guide/managing-your-vendors/import-vendors.png?fit=max\&auto=format\&n=YyVFS2SH7afAiRoX\&q=85\&s=b47100a2e290a65b3a147e6971045e43)

You need the **Add vendors** permission. See [How to manage permissions](/administrator-guide/how-to-manage-permissions).

1. In **Vendors**, click **Add vendor** and select **Bulk import (CSV)**
2. Click **Download Excel template** or **Download CSV template**
3. Open the template in Excel or Google Sheets and format the **Routing number** and **Account number** columns as Text before you paste. Otherwise the spreadsheet drops leading zeros and may show numbers like 1.23E+11
4. Add one vendor per row, using the columns below, and save as CSV
5. Click **Upload** or drag and drop the file into the window
6. Check the vendors listed from your file. Rows that match an existing vendor show **Already exists, will be skipped**
7. Click **Import vendors** and stay on the page until the import finishes

### Template columns

| Column | Required | Notes |
| - | - | - |
| Vendor name | Yes | Must match exactly what you want in PEX. Rows that match an existing vendor are skipped |
| Payment methods | Yes | **Vendor Card**, **ACH** or **Non-PEX** — separate more than one with a semicolon, e.g. `ACH;Vendor Card` |
| Email for remittance | No | Used for Vendor Card and ACH rows. Leave it blank to use the contact email |
| Contact email | Yes | |
| Bank name | For ACH | |
| Routing number | For ACH | Format the column as Text to keep leading zeros |
| Account number | For ACH | Format the column as Text to keep leading zeros |
| Address line 1 | Yes | |
| Address line 2 | No | |
| City | Yes | |
| State | Yes | |
| Postal code | Yes | |
| Contact first name | No | |
| Contact last name | No | |
| Contact phone | No | |
| Website | No | |
| Tax ID | No | |
| Custom ID | No | |

The template's example row is skipped, so you can leave it in or delete it.

### After the import

When the import finishes, you'll see how many vendors were created, skipped and failed, with a status and message on each row. Click **Download results CSV** to keep a copy or fix the file, or click **Retry failed rows** to try the failed vendors again.

If the file itself has errors, such as a missing required field, we'll list them before anything is imported so you can fix the file and upload it again.

## Find a vendor

Search by name from the **Active** or **All** tab. Search covers your whole vendor list, not just the page you're looking at. Select the **Vendor** column header to sort A to Z, and select it again to reverse it.

![Vendors list on the Active tab with the search box, payments accepted, default card and the card, bill and pencil action icons](https://mintcdn.com/pextest/nkoKm8uERAronEgb/images/administrator-guide/managing-your-vendors/vendors-list.png?fit=max\&auto=format\&n=nkoKm8uERAronEgb\&q=85\&s=7ba65efb4b10f05ebf665dcf1ea6fd59)

Each row shows the payment types the vendor accepts and the last four digits of its default card, so you can see how a vendor gets paid without opening them.

## Act on a vendor from the list

Three icons sit at the end of each row:

* The **card** icon opens the transactions on that vendor's default card
* The **bill** icon starts a new bill for that vendor
* The **pencil** icon opens the vendor for editing

The card icon needs the **View transactions & reports** permission; the bill and pencil icons need **Manage bills & vendors**. See [How to manage permissions](/administrator-guide/how-to-manage-permissions). If a vendor has no default card, the card icon tells you so rather than taking you nowhere.

## Vendor card details

Open a vendor to see every card linked to them. Each card row shows its Custom ID, group, expiration date, spending ruleset and balance for Prepaid or spend limit and available for Credit — alongside the last four digits, the default-card marker and status.

![Vendor details page showing the vendor's address, types of payment accepted and the Cards list with Custom ID, groups, expiry, balance, spend ruleset and status](https://mintcdn.com/pextest/nkoKm8uERAronEgb/images/administrator-guide/managing-your-vendors/vendor-details-cards.png?fit=max\&auto=format\&n=nkoKm8uERAronEgb\&q=85\&s=f5ecb9f36b013722e816c4a10efcde8a)

If you reconcile your reports by Custom ID, you can edit it here. That needs the **Manage cardholder accounts** permission, and we'll send you a Secure Access Code to confirm the change.

To order a new card for a vendor, see [How to Create Vendor Cards](/administrator-guide/how-to-create-vendor-cards).

## Bills tab

The **Bills** tab on a vendor's details page lists that vendor's bills, including the **Payment method** column — **ACH**, **Virtual Card** or **Paid outside PEX**. See [Bill Pay: Create & Send a Bill Payment](/administrator-guide/create-and-send-a-bill-payment).


## Related topics

- [Getting Started with Bill Pay](/administrator-guide/getting-started-with-bill-pay.md)
- [Bill Pay: Create & Send a Bill Payment](/administrator-guide/create-and-send-a-bill-payment.md)
- [Manage & Troubleshoot Bill Pay](/administrator-guide/manage-troubleshoot-bill-pay.md)
- [How to Create Vendor Cards](/administrator-guide/how-to-create-vendor-cards.md)


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