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
Field name | Required | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Name | Yes | Name of the vendor | N/A | Must be unique and cannot contain accented letters | Acme Studios |
Email address | No | Vendor email to contact regarding payments | N/A |
| example@mail.com |
Phone number | No | Vendor phone number to contact regarding payments | N/A | Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning | USA: +13231508396 China: +861085117777 |
ACH details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
ACH: Business or personal |
| ACH payment account class | BUSINESS/PERSONAL | Will default to BUSINESS if not provided | BUSINESS |
ACH: Account number |
| ACH account number | N/A |
| 12345678 |
ACH: Checking or savings |
| ACH payment account type | CHECKING/SAVINGS | Will default to CHECKING if not provided | CHECKING |
ACH: Routing number |
| ACH routing number | N/A |
| 121122676 |
Domestic wire details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Domestic wire: Account number |
| Domestic wire account number | N/A |
| 0932840293 |
Domestic wire: Routing number |
| Domestic wire routing number | N/A |
| 026009593 |
Domestic wire: Address 1 |
| Domestic wire recipient's address | N/A | Must be a USPS deliverable address | 200 Park Avenue |
Domestic wire: Address 2 |
| Domestic wire recipient's address | N/A |
| Suite 200 |
Domestic wire: City |
| Domestic wire recipient's city | N/A |
| New York |
Domestic wire: State |
| Domestic wire recipient's state | N/A |
| NY |
Domestic wire: Country |
| Domestic wire recipient's country | US | Domestic wire payments can only be sent to the US and must be formatted as such | US |
Domestic wire: Zip |
| Domestic wire recipient's zip code | N/A |
| 10166 |
Check details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Check: Address 1 |
| Check recipient's address | N/A | Must be a USPS deliverable address | 1201 Market St. |
Check: Address 2 |
| Check recipient's address | N/A |
| Suite 500 |
Check: City |
| Check recipient's city | N/A |
| San Francisco |
Check: State |
| Check recipient's state | N/A |
| CA |
Check: Country |
| Check recipient's country | US | Check payments can only be sent within the US and must be formatted as such | US |
Check: Zip |
| Check recipient's zip code | N/A |
| 94103 |
International wire details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
International wire: IBAN |
| International wire recipient’s International Bank Account Number (IBAN) | N/A |
| BE68539007547034 |
International wire: Swift code |
| International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC) | N/A |
| EBATBEBBXXX |
International wire: Address |
| Check recipient's address | N/A |
| 456 Side St. |
International wire: City |
| Check recipient's city | N/A |
| Brussels |
International wire: Country |
| Check recipient's country | Must be formatted as a two-letter (alpha-2) country code | BE | |
International wire: Zip |
| Check recipient's zip code | N/A |
| 1000 |
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
Field name | Required | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Name | Yes | Name of the vendor | N/A | Must be unique and cannot contain accented letters | Acme Studios |
Email address | No | Vendor email to contact regarding payments | N/A |
| example@mail.com |
Phone number | No | Vendor phone number to contact regarding payments | N/A | Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning | USA: +13231508396 China: +861085117777 |
ACH details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
ACH: Business or personal |
| ACH payment account class | BUSINESS/PERSONAL | Will default to BUSINESS if not provided | BUSINESS |
ACH: Account number |
| ACH account number | N/A |
| 12345678 |
ACH: Checking or savings |
| ACH payment account type | CHECKING/SAVINGS | Will default to CHECKING if not provided | CHECKING |
ACH: Routing number |
| ACH routing number | N/A |
| 121122676 |
Domestic wire details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Domestic wire: Account number |
| Domestic wire account number | N/A |
| 0932840293 |
Domestic wire: Routing number |
| Domestic wire routing number | N/A |
| 026009593 |
Domestic wire: Address 1 |
| Domestic wire recipient's address | N/A | Must be a USPS deliverable address | 200 Park Avenue |
Domestic wire: Address 2 |
| Domestic wire recipient's address | N/A |
| Suite 200 |
Domestic wire: City |
| Domestic wire recipient's city | N/A |
| New York |
Domestic wire: State |
| Domestic wire recipient's state | N/A |
| NY |
Domestic wire: Country |
| Domestic wire recipient's country | US | Domestic wire payments can only be sent to the US and must be formatted as such | US |
Domestic wire: Zip |
| Domestic wire recipient's zip code | N/A |
| 10166 |
Check details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
Check: Address 1 |
| Check recipient's address | N/A | Must be a USPS deliverable address | 1201 Market St. |
Check: Address 2 |
| Check recipient's address | N/A |
| Suite 500 |
Check: City |
| Check recipient's city | N/A |
| San Francisco |
Check: State |
| Check recipient's state | N/A |
| CA |
Check: Country |
| Check recipient's country | US | Check payments can only be sent within the US and must be formatted as such | US |
Check: Zip |
| Check recipient's zip code | N/A |
| 94103 |
International wire details
Field name | Required? | Description | Accepted values | Additional information | Example |
---|---|---|---|---|---|
International wire: IBAN |
| International wire recipient’s International Bank Account Number (IBAN) | N/A |
| BE68539007547034 |
International wire: Swift code |
| International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC) | N/A |
| EBATBEBBXXX |
International wire: Address |
| Check recipient's address | N/A |
| 456 Side St. |
International wire: City |
| Check recipient's city | N/A |
| Brussels |
International wire: Country |
| Check recipient's country | Must be formatted as a two-letter (alpha-2) country code | BE | |
International wire: Zip |
| Check recipient's zip code | N/A |
| 1000 |