Bulk Import of Vendors Using the File Uploads Tab

This article describes the process of importing a file with multiple vendors using the File Uploads tab, which supports bulk uploads. The File Uploads feature lets users monitor the status of bulk uploads and track the progress of imported vendor files.

Users can select either standard file templates or customized file templates. Customized file templates must be configured by the Corpay Implementations Team for your company before they can be used in Corpay Complete.

Note: This article describes how to import bulk vendors using a standard file template, but the process is similar when using a custom template.

1. Click the Vendors module in the left-side navigation pane.

2. Click the File Uploads tab.

3. On the File Uploads page, click the Upload File button.

4. Complete the following steps on the Upload File dialog:
   1. Click the Show Standard Templates checkbox if you will be using a standard template.
   2. Select the File Type drop-down and click the desired template. In the following example, Standard Vendor is selected.
   3. Click the Import Template hyperlink to download the vendor template.

      Note: This option may not display depending on the selected template.

   4. Complete the information in the vendor template.

      Note: This step is not shown in the following image because it occurs outside the Upload File dialog.

   5. Click the Browse button or drag and drop the completed vendor template into the Upload File dialog.
   6. Once the vendor file is attached, click the Upload button.

5. The Saved dialog will display, and the vendor file will begin processing.

6. The vendor file will display one of the following status messages:
   • Pending Processing: The vendors are in the process of being uploaded to Corpay Complete.
   • Completed: The vendors have been successfully uploaded to Corpay Complete.
   • Completed with Errors: Some vendors were not fully uploaded to Corpay Complete because of errors in the vendor file.

7. To review the vendor file upload details, select the ellipses  icon in the Actions column, and click View.

8. On the File Uploads Details page, review vendor file details using these options:
   1. Click the Source Document ID hyperlink to download a copy of the vendor file.
   2. Select the ellipses  icon in the Actions column and click View to open the Vendor Details page.
   3. Use the filter fields to locate a specific vendor in the File Items grid.

      Note: Click the Toggle Filter icon to show or hide the filter fields.

9. If there are errors in the uploaded vendor file, they will display at the top of the File Items grid. Users can also select the Sort drop-down and click Show records with exceptions to filter the grid by item exceptions.

10. Review the information in the Alerts column, correct the necessary details in the CSV file, and upload the vendor file.