How to Bulk Upload Vendors

Along with adding individual vendors into Rho, clients can opt to upload multiple vendors in bulk. This functionality is performed by the Rho Client Service team on your behalf.

What is supported:

  • Adding vendors for domestic payments
  • Only adding one payment method for 1 vendor at a time,
    • If you wish to add more payment methods you can do so after the bulk upload with the 1st payment method by selecting “Add account” on the vendor profile.

To take advantage of this service, please reach out to your success associate for the upload CSV template, which you'll need to fill out.

  • Please carefully follow our instructions for each column header
  • Columns with (*) are required for all vendors, we have different requirements for columns based on 1) if the vendor is an individual or a business or 2) what payment method you will be paying this vendor

Fill out the formatted CSV with your desired vendors then email the completed form to your Rho support team. You can expect to see your submitted vendors appear in your Rho dashboard under Vendors > Active within the next 1-2 business days.

Any errors or issues with the CSV data may result in a processing delay. In this event, the Client Service team will reach out to you to resolve the issue.

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Using and Managing Vendors at Rho
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Rho is a fintech company, not a bank or an FDIC-insured depository institution. Checking account and card services provided by Webster Bank N.A., member FDIC. Savings account services provided by American Deposit Management Co. and its partner banks. International and foreign currency payments services are provided by Wise US Inc. FDIC deposit insurance coverage is available only to protect you against the failure of an FDIC-insured bank that holds your deposits and subject to FDIC limitations and requirements. It does not protect you against the failure of Rho or other third party.
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This material presented is for informational purposes only and should not be construed as legal, tax, accounting or investment advice. Under no circumstances should any of this material be used for or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities. Any analysis or discussion of financial planning matters, investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. Our views and opinions are current at the time of publication and are subject to change. You should consult with your attorney or relevant professional advisor for advice particular to your personal or business situation.
                  
Rho Treasury is not insured by the FDIC. Rho Treasury are not deposits or other obligations of Webster Bank N.A., or American Deposit Management Co.’s partner banks, and are not guaranteed by Webster Bank N.A., or American Deposit Management Co.’s partner banks. Rho Treasury products are subject to investment risks, including possible loss of the principal invested.
*This reflects the sought net yield based on 90-day Treasury Bill rates as of [DATE] and an annual fee which ranges from 0.15% for deposits of $20M or more to 0.6% (the maximum annual fee) for deposits under $2M. Individual results may vary depending on the actual investment date and investment products selected. Past performance is not a guarantee of future performance results. The yield is variable and fluctuates without prior notice. The rate shown is net of fees. The amount of Treasury Bills available at a particular yield will depend upon the sellers’ offer size; any remaining cash balance after the purchase may not earn the same yield.

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Rho is a fintech company, not a bank. Checking and card services provided by Webster Bank, N.A., member FDIC; savings account services provided by American Deposit Management Co. and its partner banks.