How to upload multiple vendors to your Melio account

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 upload 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 upload multiple vendors at once:

1 - From your Vendors tab, select Import Vendors.

2 - Upload a CSV or Excel file. 

To successfully import your vendors, make sure to include the following:

Mandatory field:

• Vendor's business name

Optional fields:

• Vendor’s email address
• Vendor’s phone number
• Vendor’s address: address, city, state, zip, country
• Vendor’s contact person: First name and Last name

We strongly recommend including as many optional fields as possible. Providing complete vendor information helps ensure a smoother import process and reduces the need for manual edits later.

3 - Wait for the data validation to complete. This might take a few moments.

4 - 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 pop-up window. 

c. Once the changes are done, select Update at the bottom right.

5 - After reviewing the entire list, select Import vendors at the bottom right.

That’s it! The vendors are uploaded 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 file:

• Missing business name.

• Duplicate business name.

• Invalid email format

To fix any of these errors:

1 - Select the Edit button next to the vendor that has an error.

2 - In the pop-up window, update or change the relevant fields.

The fields highlighted in red need to be submitted or corrected.

3 - Once everything is fixed, select Update at the bottom right.

That’s it. You can now proceed with uploading your vendors.