Bulk update/edit vendors

Overview

Bulk edit and update vendors in Ramp via a provided template to manage vendors more efficiently.

How it works

Open bulk update vendor details

From the Vendors page, select New vendor > Bulk update vendor details.

If you can bulk update vendors but can't create them, this button is labeled Vendor actions instead of New vendor.

Download template

Download the template you'll need to use to make bulk edits. The downloaded template contains your active Bill Pay vendors, except vendors with edits pending review from another user.

Edit vendors

Do not edit the Vendor ID, Vendor name, or Internal vendor ID columns. For accounting category values, use the exact text and capitalization from your ERP.

Make updates to any fields then save your file.

Note: To bulk update custom fields, you must go to Vendor Settings > Setup & approvals > Import custom field values.

Import vendor file

Begin the import by uploading the edited file (which must be in CSV or Excel format). Once you do this you'll be brought to a validation screen where you can make any additional edits or fix any issues.

If there is a field that isn't formatted properly, it will be highlighted in red and shown on the right panel. You can either fix the errors or hit "Delete all rows with errors" which will remove them from the import.

Select data to request

For US businesses, you can request missing payment and tax details in bulk for vendors with a contact email. See Request payment, tax, and other details from vendors.

Vendors who are prompted to create a Vendor Portal account must complete setup before submitting details. See Vendor Portal access.

• Requests for tax details are sent if the vendor is missing a TIN, tax classification, tax address, or legal name.
• Requests for payment details are sent only if ACH details are incomplete, the check address is missing, and SWIFT or IBAN details are incomplete. Vendors with a complete payment method are skipped.

Finish import

After the file is validated, you'll see the total number of vendors ready to process. Select Update to submit the changes.

Ramp may ask you to verify your identity using an available MFA method before processing begins. When processing is complete, a success message shows the number of vendor edits processed.

Vendor updates complete

If your company doesn't have Vendor controls on, the change will immediately go through. If vendor controls are on for bulk updates, the change will require approval.

If edits to a vendor are pending review, only the person who submitted them can edit the pending proposal.