Vendor spend migration
Overview
When you first sign up for a Brex account, we can help you transition your vendor spend over to our platform so that you maximize your rewards from day one.
Adding vendors with cards on file
Step 1: Proceed as follows, depending on whether you’re a new Brex customer still going through onboarding or if you already have an active Brex account:
- If you’re a new Brex customer:
- Essentials Follow the prompts during your onboarding flow to migrate spend to Brex. In Migrate spend to Brex, add your vendors and migrate your payments using the steps below.
- PremiumEnterpriseSmart Card Please contact an account representative to get started.
- If you’re an existing Brex customer:
- Please contact an account representative to get started.
Step 2: Click Upload card statement and choose a file or Add vendor to manually select vendors. For help, reach out to your account representative and provide a list of your vendors in CSV format. This list should include your vendor names and annual spend amount. Refer to your ERP integration to pull this information.
Note: We’ll assess your vendor list to determine which vendors can put Brex cards on file for recurring payments.
Migrating spend in your dashboard
Once you’ve added your vendors and Brex determines which vendors can put Brex cards on file for recurring payments, admins can migrate spend in the dashboard or delegate the spend migration to others. Step 1: Go to Cards and Limits and click Migrate spend to Brex. You’ll see an overview of all vendors added to your account, including their migration status and annual spend. Step 2: If you no longer need to migrate a vendor, click the trash icon to remove them. You can click Upload card statement or Add vendor to add more vendors. Step 3: If you haven’t already, set up your account’s auto-pay and invite any users who’ll be involved in the migration of the vendor spend. Step 4: Click on the cardholder cell and assign a user with card access. The cardholder will be responsible for migrating the assigned card to the vendor. They should have access to the vendor login details to update the card information. Step 5: We’ll automatically create a spend limit, which you can edit for that specific vendor and create a new virtual card for the new spend limit. Once confirmed, click Migrate or assign it to another cardholder. Step 6: If you’re the assigned cardholder, click Migrate for each vendor. If you aren’t, click Assign task to send a migration email request to another cardholder—either right away or at a later time. Step 7: Click Sign in to update your card information in your vendor portal. You can also sign into your vendor portal and input your card details manually. Step 8: Once completed, click Mark as migrated in your Brex dashboard.
Maximize rewards on vendor payments
You can reach out to a Brex account representative for help identifying additional opportunities to maximize your rewards.