Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab will provide a table of all the stored vendors in your account.

In the dashboard

Adding a single vendor

Step 1: Under Cash in your Brex dashboard, navigate to Vendors and select Add vendor at the top right.

Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4: Select Review to confirm the vendor information and select Save to complete.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool in your Brex dashboard. This option is not available in the app.

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 back to 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.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

In the Brex app

Adding a single vendor

Step 1: Under the $ tab, select Send ACH payment.

Step 2: Tap Add new recipient.

Step 3: Enter the vendor’s information–their name, routing number, and account number–and tap Add recipient at the bottom.

Step 4: Confirm what type of bank account you’ve added (business checking, business savings, etc).

Step 5: Press Select to add the new vendor.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

CSV template guidelines

Vendor details

ACH details

Domestic wire details

Check details

International wire details

Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors tab will provide a table of all the stored vendors in your account.

Adding a single vendor

In the dashboard

Step 1: Under Vendors in your Brex dashboard, click Add vendor at the top right.

Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4: Select Review to confirm the vendor information and select Save to complete.

In the app

Step 1: Under the $ tab, select Send ACH payment.

Step 2: Tap Add new recipient.

Step 3: Enter the vendor’s information–their name, routing number, and account number–and tap Add recipient at the bottom.

Step 4: Confirm what type of bank account you’ve added (business checking, business savings, etc).

Step 5: Press Select to add the new vendor.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool in your Brex dashboard. This option is not available in the app.

Step 1: Under Vendors, 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 back to 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.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

CSV template guidelines

Vendor details

ACH details

Domestic wire details

Check details

International wire details