Setting up your account on Melio is easy, but when you already have a long list of vendors from another platform, entering each one individually can be time-consuming and frustrating. Whether you’re migrating from another service or simply have a list of existing vendors, you no longer have to input each vendor manually.
With Melio, you can import your entire vendor list in a single step. This guide will show you how to upload your existing vendor data to Melio using a CSV or Excel file, saving you time and effort so you can get started faster.
Topics that are covered in this article:
- How to import vendors using a CSV or Excel file.
- Possible errors when uploading a CSV or Excel file and how to fix them.
How to import vendors using a CSV or Excel file
Follow these steps to import multiple vendors at once:
1- From your Vendors tab, select Import vendors.
2- Upload a CSV or Excel file. To upload your vendor spreadsheet, clickSelect or drop a file.
To successfully import your vendors, make sure to include the following:
Mandatory field:
- Vendor’s business name
Optional fields:
- Vendor’s ACH account number
- Vendor’s ACH routing number
- Vendor’s email address
- Vendor’s phone number
- Vendor’s address: address, city, state, zip, and country
- Vendor’s contact name
We strongly recommend including as many optional fields as possible. Providing complete vendor information helps ensure a smoother upload process and reduces the need for manual edits later.
- If your file isn’t ready, you can download a template and enter the details manually before uploading.
- The supported file formats are CSV and Excel.
- You can import up to 500 vendors at once.
- The size of the file shouldn’t exceed 10 MB.
3- Select Upload.
4- Wait for the data validation to complete. This might take a few moments.
5- Review vendor details:
- You can delete unnecessary vendors by selecting the
icon next to the vendor you want to delete.
- To edit the vendor details:
a. Select Edit next to the desired vendor.
b. Change the details in the popup window.
c. Once the changes are done, select Save at the bottom right.
6- After reviewing the entire list, select Import vendors at the bottom right.
That’s it! The vendors have been imported successfully to your Melio account. You will now be redirected to the Vendors tab.
Possible errors when uploading a CSV or Excel file and how to fix them
Here are the most common errors when uploading a CSV or Excel file:
- Missing business name
- Vendor already exists
- Invalid email format
- Invalid routing number
To fix any of these errors:
1- Select Edit next to the vendor that has an error.
2- In the popup window, update the relevant fields.
The fields highlighted in red need to be resubmitted or corrected.
3- Once everything is fixed, select Save at the bottom right.
If some of your imported vendors have errors, you will see a window at the top of your screen indicating how many vendors need to be corrected.
That’s it! You can now proceed with importing your vendors so they are saved to your Melio account for future payments.