> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create a Bulk Card Order

> To order multiple PEX cards at the same time, submit a Bulk Card Order Form with the cardholder details.

## How to create a bulk card order

<Steps>
  <Step>
    Log in to [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
  </Step>

  <Step>
    Click on the "Cards" tab
  </Step>

  <Step>
    Click on the "Order Cards" blue button in the upper right
  </Step>

  <Step>
    Check to see how many new cards are available to you under the terms of your current Plan

    * You will see the number of new cards available to your organization at the top of the page
    * To request an increase in the number of cards, contact Admin Support at [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com)

    <Frame>
      <img src="https://mintcdn.com/pextest/JcSYjWowEW0UYuqG/images/administrator-guide/managing-cards/image-47.avif?fit=max&auto=format&n=JcSYjWowEW0UYuqG&q=85&s=ac51ebad14daeb9e3e3324a6f4e4448b" alt="" width="1752" height="1104" data-path="images/administrator-guide/managing-cards/image-47.avif" />
    </Frame>

    *Click "Order Cards." You can see how many new cards are available to your organization with your current Plan.*
  </Step>

  <Step>
    Click the tab for "Bulk Order (CSV)". Click on "Download Order Template" in CSV. Find the downloaded CSV file in your Downloads, and proceed to [Completing the Team Member card order request form in CSV](#complete) below to prepare your CSV file.

    <Note>
      **Note:**

      *Changes to the format of the form will cause the file to be rejected when attempting to upload.*
    </Note>

    <Frame>
      <img src="https://mintcdn.com/pextest/JcSYjWowEW0UYuqG/images/administrator-guide/managing-cards/image-48.avif?fit=max&auto=format&n=JcSYjWowEW0UYuqG&q=85&s=bf3fd082c38b5e29e66913a65cd80ef0" alt="" width="1752" height="1104" data-path="images/administrator-guide/managing-cards/image-48.avif" />
    </Frame>
  </Step>
</Steps>

## Completing the Team Member card order request form in CSV

<Steps>
  <Step>
    Complete the Bulk Card Order Request Form in CSV (Comma Separated Value)

    * You can use the most popular spreadsheet editing programs to complete the file
      * Excel
      * Numbers
      * Google Sheets
          <Frame>
            <img src="https://mintcdn.com/pextest/JcSYjWowEW0UYuqG/images/administrator-guide/managing-cards/image-49.avif?fit=max&auto=format&n=JcSYjWowEW0UYuqG&q=85&s=5e38a044e9906c067754a5dd892992df" alt="" width="855" height="500" data-path="images/administrator-guide/managing-cards/image-49.avif" />
          </Frame>

    *Use any popular spreadsheet program (e.g., Excel, Numbers) to edit the Bulk Order Template in CSV*
  </Step>

  <Step>
    The authentication system will require cardholders to enter their year of birth or a 6-digit code sent to their email address when they register their cards. Please be sure that you provide accurate information.

    * Please be sure that you provide accurate information
    * Note: Cardholders for Disburse programs must be at least 18 years old
  </Step>

  <Step>
    When you select "PRIORITYMAIL", "RUSH" or "EXPEDITED" Delivery (Column K), you incur a fee for expediting the processing and shipping of your card order (Columns F and G)
  </Step>

  <Step>
    Delivery Methods for cards:

    1. FREE - First Class Mail (10-15 Business Days) - No Charge
    2. PRIORITYMAIL - (4-8 Business Days - tracking included) - `$10` fee
    3. EXPEDITED - (up to 5 business days - tracking included) - `$55` fee
    4. RUSH - (up to 4 business days - tracking included) - `$70` fee
  </Step>

  <Step>
    Complete the Bulk Card Order Request form
  </Step>

  <Step>
    Upload the document on the card order page
  </Step>
</Steps>

### CSV details (Team Member)

This table outlines the structure and rules for each column in the PEX Team Member Bulk Card Order CSV template. Adhering to these specifications is crucial for successful uploads. All columns are required unless otherwise noted.

| Column | Field name (CSV header) | Required?                                    | Description                                     | Rules and constraints                                                                   |
| :----- | :---------------------- | :------------------------------------------- | :---------------------------------------------- | :-------------------------------------------------------------------------------------- |
| A      | BILLING STREET1         | <Icon icon="check-square" color="#58D68E" /> | Cardholder's billing address line 1.            | Required. Maximum 26 characters.                                                        |
| B      | BILLING STREET2         |                                              | Cardholder's billing address line 2.            | Optional. Maximum 26 characters.                                                        |
| C      | BILLING CITY            | <Icon icon="check-square" color="#58D68E" /> | City for the cardholder's billing address.      | Required.                                                                               |
| D      | BILLING STATE           | <Icon icon="check-square" color="#58D68E" /> | State for the cardholder's billing address.     | Required. Two letter format (e.g., MA, CA).                                             |
| E      | BILLING ZIP             | <Icon icon="check-square" color="#58D68E" /> | ZIP code for the cardholder's billing address.  | Required.                                                                               |
| F      | SHIPPING STREET1        | <Icon icon="check-square" color="#58D68E" /> | Cardholder's shipping address line 1.           | Required. Maximum 26 characters.                                                        |
| G      | SHIPPING STREET2        |                                              | Cardholder's shipping address line 2.           | Optional. Maximum 26 characters.                                                        |
| H      | SHIPPING CITY           | <Icon icon="check-square" color="#58D68E" /> | City for the cardholder's shipping address.     | Required.                                                                               |
| I      | SHIPPING STATE          | <Icon icon="check-square" color="#58D68E" /> | State for the cardholder's shipping address.    | Required. Two letter format (e.g., MA, CA).                                             |
| J      | SHIPPING ZIP            | <Icon icon="check-square" color="#58D68E" /> | ZIP code for the cardholder's shipping address. | Required.                                                                               |
| K      | DELIVERY\_METHOD        | <Icon icon="check-square" color="#58D68E" /> | Method for card delivery.                       | Required. Must be one of: FREE, PRIORITYMAIL, EXPEDITED, RUSH.                          |
| L      | SHIPPING CONTACT NAME   |                                              | Contact person for expedited shipments.         | Optional. Recommended if DELIVERY\_METHOD is PRIORITYMAIL, EXPEDITED, or RUSH.          |
| M      | SHIPPING CONTACT PHONE  | <Icon icon="check-square" color="#58D68E" /> | Contact phone for expedited shipments.          | Required if DELIVERY\_METHOD is PRIORITYMAIL, EXPEDITED, or RUSH. Format: XXX-XXX-XXXX. |
| N      | FIRST NAME              | <Icon icon="check-square" color="#58D68E" /> | Cardholder's first name.                        | Required. Combined FIRST NAME + LAST NAME max 22 characters.                            |
| O      | LAST NAME               | <Icon icon="check-square" color="#58D68E" /> | Cardholder's last name.                         | Required. Combined FIRST NAME + LAST NAME max 22 characters.                            |
| P      | EMAIL ADDRESS           | <Icon icon="check-square" color="#58D68E" /> | Cardholder's email address.                     | Required. Used for registration/authentication.                                         |
| Q      | DOB                     | <Icon icon="check-square" color="#58D68E" /> | Cardholder's date of birth.                     | Required. Format: MM/DD/YYYY. Used for authentication.                                  |
| R      | MOBILE PHONE            | <Icon icon="check-square" color="#58D68E" /> | Cardholder's phone number.                      | Required. Format: XXX-XXX-XXXX.                                                         |
| S      | GROUP NAME              |                                              | Name of the group to assign the cardholder to.  | Optional.                                                                               |
| T      | SPENDING RULESET NAME   |                                              | Name of the spending ruleset for the card.      | Optional.                                                                               |
| U      | CUSTOM ID               |                                              | A custom identifier for the cardholder.         | Optional.                                                                               |
| V      | SEND INVITATION         |                                              | Send an invitation email to the cardholder.     | Optional. Enter YES to send; leave empty otherwise.                                     |
| W      | VIRTUAL CARD            |                                              | Designate the card as virtual only.             | Optional. Enter YES for virtual (no physical card); leave empty for physical.           |
| X      | SPEND LIMIT             |                                              | Statement period spend limit for the card.      | Required for *Credit Expense* cards. Leave blank for *Prepaid*. Numeric (e.g., 5000).   |
| Y      | CARD EXPIRATION MONTHS  |                                              | Length of card validity in months.              | Optional. Valid entries: 6, 12, 36, 60.                                                 |

Save the file and upload it onto the dashboard by clicking Upload.

<Note>
  **Note:**

  The form must be saved in the original format it was downloaded. Any changes to the format of the form will cause the file to be rejected and show errors.
</Note>

<Frame>
  <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/managing-cards/image-50.avif?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=ada765c176fe2942ab9a634e2d715861" alt="" width="631" height="352" data-path="images/administrator-guide/managing-cards/image-50.avif" />
</Frame>

## Completing the Vendor card order request form in CSV

<Steps>
  <Step>
    Complete the Bulk Card Order Request Form in CSV (Comma Separated Value)

    * You can use the most popular spreadsheet editing programs to complete the file
      * Excel
      * Numbers
      * Google Sheets
  </Step>

  <Step>
    Complete the Bulk Card Order Request form
  </Step>

  <Step>
    Upload the document on the card order page
  </Step>
</Steps>

### CSV details (Vendor)

This table outlines the structure and rules for each column in the PEX Vendor Card Order CSV template. Adhering to these specifications is crucial for successful uploads. All columns are required unless otherwise noted.

| Column | Field name (CSV header) | Required?                                    | Description                                                                                                                                                                        | Rules and constraints                                                                                                                                                     |
| :----- | :---------------------- | :------------------------------------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| A      | VENDOR NAME             | <Icon icon="check-square" color="#58D68E" /> | The name of the vendor. Appears on virtual cards as "VENDOR \[Vendor Name]".                                                                                                       | Required. Maximum 15 characters.                                                                                                                                          |
| B      | VENDOR EMAIL            |                                              | The contact email address for the vendor.                                                                                                                                          | Optional.                                                                                                                                                                 |
| C      | MOBILE PHONE            | <Icon icon="check-square" color="#58D68E" /> | The contact phone number for the vendor.                                                                                                                                           | Required. Format: XXX-XXX-XXXX.                                                                                                                                           |
| D      | USE AUTO CARD FUNDING   |                                              | Automatically fund this card for the exact purchase amount with a real-time transfer from your PEX account when the transaction occurs. Leave INITIAL FUNDING blank if set to YES. | Optional. Enter YES to enable. See [Using Auto Card Funding instead of manual card funding](/administrator-guide/using-auto-card-funding-instead-of-manual-card-funding). |
| E      | INITIAL FUNDING         |                                              | The amount of funds to add to the card upon creation.                                                                                                                              | Optional. Numeric (e.g., 1000).                                                                                                                                           |
| F      | AUTO-ACTIVATION         |                                              | Determines if the card should be activated immediately upon creation.                                                                                                              | Optional. Enter YES for immediate activation; leave empty otherwise.                                                                                                      |
| G      | CARD EXPIRATION MONTHS  |                                              | The length of the card's validity in months.                                                                                                                                       | Optional. Valid entries: 6, 12, 36, 60.                                                                                                                                   |

Save the file and upload it onto the dashboard by clicking Upload.

<Note>
  **Note:**

  *The form must be saved in the original format it was downloaded. Any changes to the format of the form will cause the file to be rejected and show errors.*
</Note>

## Troubleshooting

See "[Fixing common errors with file imports in PEX](/administrator-guide/fixing-common-errors-with-file-imports)"