Skip the tedious data entry with bulk vendor upload

How to access the bulk vendor upload feature

• Navigate to vendor management: Sign into your Melio account and head to the Vendors tab to see your import options
• Choose the right method: Select between “Add Vendor” for single entries or “Import Vendors” for bulk uploads
• Start the upload process: Click “Import Vendors” to begin adding multiple vendors simultaneously

How to prepare your vendor data for upload

• Use supported file formats: Upload your vendor information via CSV or Excel files for maximum compatibility
• Download Melio’s template: Get the official vendor import template to ensure your data structure matches Melio’s requirements
• Organize your information: Structure your existing vendor data to align with the template format and avoid import errors

How to complete the bulk import process

• Upload your prepared file: Select and upload your CSV or Excel file containing all vendor information
• Review imported data: Scroll through the automatically displayed vendor details to verify accuracy before finalizing
• Make corrections as needed: Edit any information that doesn’t look right directly in the review screen
• Confirm and save: Finalize the import to add all vendors to your Melio account at once

How bulk upload scales with your business

• Handle any volume: Process whether you’re adding 5 vendors or 50 with the same streamlined workflow
• Maintain accuracy: Ensure data integrity through the review process before vendors are added to your system
• Save significant time: Transform what used to be hours of manual data entry into just a few minutes of work