Ramp

## How can users customize and manage vendor data in Ramp?

Ramp allows users to customize vendor data by adding custom fields to track information unique to their business needs. Users with Admin or Bookkeeper roles on Ramp Plus can create or import custom vendor fields via Vendor settings. Custom field values can be imported in bulk using a provided CSV template with specific formatting requirements. Users can edit vendor information by navigating to the Vendors section, selecting a vendor, and clicking Edit vendor; edit history is available in the Activity tab. Bulk editing of vendors is supported through a downloadable template where all fields except Vendor ID and vendor name can be modified. Vendors can be marked active or inactive directly from the Vendors table or vendor profile. Vendor onboarding settings, including creating custom forms (e.g., security questionnaires, compliance forms) and configuring onboarding experiences, are managed under Vendors > Vendor Settings > Vendor onboarding. Custom forms can be created either via Vendor settings or within the Vendor onboarding step of the approval workflow. Ramp allows customization of vendor request emails by adding personalized messages and uploading a company logo with specific formatting requirements. The vendor management table supports filtering by custom fields to organize and view vendors based on additional criteria.