Add a vendor or contact

Goal

Add a person or business you work with, and the wallet or bank account you’ll pay them through.

How it works

You type in their details and account yourself. If you’d rather the contact enter their own details and payment account, follow Ask a contact to enter their own details and payment account instead.

Before you start

• You have the Add and edit contacts permission. (Who can use it)
• You have their name and email. For a business, you need its legal name and at least one person there with an email.
• You have the account you’ll pay: a wallet address, or the bank account number (routing number or SWIFT/BIC if you have it).

Add the contact

1. In the sidebar, click Contacts.
   You see the list of contacts.
2. Click Actions at the top right, then Add Contact.
   A window opens titled Add contact, showing Step 1 of 4.
3. Under What kind of contact is this?, click Business or Individual.
4. Under Role(s), pick what they are to you, e.g. Vendor. You can pick more than one, or none.
5. Under How do you want to add them?, choose Add manually.
6. Click Continue.
   You see Business details or Individual details.
7. Fill in the details.
   • Business: Legal business name is required. Entity type, EIN / Tax ID and the address are optional.
   • Individual: First name, Last name and Email are required. Phone, Tax ID and the address are optional.
8. Click Continue.
   For a business you see Contact details. For an individual, skip to step 10.
9. For a business, add the people there. Fill in First name, Last name and Email for each, and a Title if you like. Click + Add another person for more, and Make primary contact on the main one. Then click Continue.
   You see Account details.
10. Choose Onchain account or Bank account.
11. Enter the account.
    • Onchain: paste the Wallet address. Leave Networks accepted and Assets accepted empty to accept all, or pick specific ones.
    • Bank: fill in Account holder, Bank name, Account number and Routing number / BIC. Only the account number is required to save.
12. Click Add contact.
    The window closes. The new contact is selected in the list, with their profile open on the right.

No account yet? On step 11, click Skip for now. The contact is saved without one, and you can add it later (see below).

Adding someone who works at a business you already have? Add them to that business instead, so they stay linked. Click the business, click Edit contact, then + Add contact.

Add an account to an existing contact

1. In the sidebar, click 3rd Party Accounts.
2. Click Actions at the top right, then Add New 3rd Party Account.
   A window opens titled Add 3rd party account.
3. Under 3rd party, choose the contact.
4. Give it an Account name, e.g. Treasury wallet.
5. Choose Onchain account or Bank account and enter the details, as in step 11 above.
6. Click Add account.
   For a wallet, the window changes to Send a test transfer? For a bank account, it closes and the account opens in the panel.
7. For a wallet, click Send test transfer to verify it now, or Skip for now.
   If you send the test, you get a link to pass to the owner. See Verify someone’s wallet with a test transaction.

Check the result

1. In the sidebar, click 3rd Party Accounts and find the new account.
2. Check its Status:
   • A wallet reads Untested until its owner confirms a test transfer. Test it before the first payment.
   • A bank account reads Incomplete until its details are complete and submitted. Click Complete details to see what’s missing. It can’t be paid until it’s Approved.

If something goes wrong

You see	Why	What to do
First name is required., Email is required. or similar	A required field is empty	Fill it in and click Continue again
A contact with this email already exists in this organization.	Someone in your contacts already has this email	Search Contacts for the email and use that contact
This email belongs to a member of your team. Team members can’t be added as contacts.	The email belongs to a teammate	You don’t need to add them. Teammates already appear in Contacts, marked Team
Enter a valid wallet address	The address isn’t a valid wallet address	Copy it again from the source and paste it in full
Account number must be 4–34 letters or digits	The account number has the wrong length or characters	Check it against the bank details
Enter a valid 9-digit routing number or an 8 or 11 character SWIFT / BIC	The routing number or SWIFT/BIC isn’t valid	Check it, or leave the field empty and add it later
Could not create the contact. Please try again.	Saving failed; nothing was created	Click Add contact again
Contact added with issues, …was added, but the account could not be saved. Open Edit contact to add the account.	The contact was saved; the account wasn’t	Click Done, open the contact, click Edit contact, then + Add account
Failed to add the account. Please try again.	The account couldn’t be saved	Click Add account again
The account was added, but submitting it for approval failed. Complete details to resubmit.	The bank account was saved but not submitted	Open it and click Complete details
Clicking Add Contact explains you don’t have permission	You don’t have Add and edit contacts	Request the permission from the message, or ask an admin