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How to Create a Bulk Card Order

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

How to Create a Bulk Card Order Through the Administrator Site:

  1. Log into the Administrator Site
  2. Click on the “Cards” tab
  3. Click on “Create a New Card Order” in the blue bar
  4. 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

      Bulk_Card_Order_3.png

      Click “Create a New Card Order.” You can see how many new cards are available to your organization with your current Plan.

  5. Click on “Download Order Template” in CSV

    Bulk_Card_Order_5.png

    Click on "Download Order Template"

  6. 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

        Bulk_Card_Order_7.png

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

  7. 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
  8. When you select “Rush” or “Expedited” Delivery (Column K), you incur a shipping fee for each separate card shipment when you send cards directly to cardholders’ shipping addresses (Columns F and G)
    • If you select “Rush” or “Expedited” Delivery of all cards to one address, then you will incur only one “Rush” or “Expedited” Delivery fee
  9. Delivery Methods for cards:
    1. Free - USPS First Class Mail (10-15 Business Days) - No Charge
    2. Expedited - via UPS or FedEx (up to 4 business days) - $35 fee
    3. Rush - via UPS or FedEx (up to 3 business days) - $45 fee
      • Note: UPS and FedEx cannot deliver to PO Boxes
  10. Complete the Bulk Card Order Request form
  11. Upload the document on the card order page

 

CSV Details

All columns are required unless otherwise noted.

  • Columns A-E. Cardholder billing address:
    • Column A: Address line 1
    • Column B: Address line 2 (optional)
    • Column C: City
    • Column D: State
    • Column E: ZIP

Bulk_Card_Order_11.png

Cardholder Billing Address

  • Columns F-J. Cardholder shipping address:
    • Column F: Address line 1
    • Column G: Address line 2 (optional)
    • Column H: City
    • Column I: State
    • Column J: ZIP

Bulk_Card_Order_13.png

Cardholder Billing Address

  • Column K. Delivery Method. Must be one of the following values:
    • FREE
    • EXPEDITED
    • RUSH

Bulk_Card_Order_15.png

Column K is Delivery Method: FREE, EXPEDITED, RUSH

  • Columns L and M. Contact Person for Expedited and Rush shipments:
    • Column L. Contact Name (optional)
    • Column M. Contact Phone Number

Bulk_Card_Order_17.png

Columns L and M are Name and Phone Number for a Contact Person for Expedited and Rush shipments

  • Columns N-R. Cardholder details:
    • Column N. Cardholder First Name
    • Column O. Cardholder Last Name
    • Combined length of first + last name must be no more than 22 letters
    • Column P. Cardholder Email Address
    • Column Q. Cardholder Date of Birth
      • In MM/DD/YYYY format
    • Column R. Cardholder Phone Number
      • In XXX-XXX-XXXX format

Bulk_Card_Order_19.png

Columns N-R are Name, Email, Date of Birth, and Phone Number of the cardholder

  • Columns S-T. Group Name and Ruleset Name:
    • Column S. Group Name (optional)
    • Column T. Spending Ruleset Name (optional)

Bulk_Card_Order_21.png

Columns S-T are Group Name and Spending Ruleset Name of the cardholder

 

Troubleshooting

See "Fixing common errors with file imports in PEX"

 

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