Source: https://sprinto-test.docs-staging.pageloop.ai/data-library/vendors/dashboard-actions/create-and-add-vendors

# Create and Add Vendors

You can add vendors to Sprinto through one of three supported methods:

- From Sprinto’s prebuilt vendor library
- From the Vendor Discovery tab
- By bulk-importing a CSV file

When adding vendors, you must assign them to a **lifecycle stage**:

- **Active** – Vendors your organisation currently uses.
- **Intake** – Vendors under review before approval.

This article explains where to navigate, what options are available, and how to confirm vendor details during creation.

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## **1. Add Vendors from Sprinto’s Library**

### **Step 1: Navigate to Vendors**

1. Sign in to the Sprinto dashboard.
2. Select **Data Library** > **Vendors**.
3. Select the **All vendors** tab.
4. Select **Add vendors.**

![](/assets/5ad60a565a0a-all-vendors.png)

### **Step 2: Select “From Sprinto’s library”**

A drawer opens with three options. Select **From Sprinto’s library**.

![](/assets/70227bd9e5db-v5-drawer-2-.png)

### **Step 3: Choose vendors from the library**

1. Browse the vendor categories on the left, or use the **Search vendors by name** field.
2. Select one or more vendors.\
   Selected vendors appear in the **Selected vendors** pane on the right.
3. Select **Next**.

![](/assets/41d4b9aade0a-add-vendor-library2.png)

### **Step 4: Confirm vendor details**

You must confirm the following fields for each vendor:

- **Logo**
- **Vendor name**
- **Stage** (Active or Intake)
- **Category**
- **Website**
- **Vendor admin**

> [!WARNING]
>
> **Important:** The **Stage** field is new.\
> Select **Intake** if the vendor requires review before onboarding. Select **Active** for approved vendors already in use.

After entering all required details, select **Add vendors**.

![](/assets/c3e3ae145ab4-confirm-vendors.png)

### **Step 5: View added vendors**

You return to the **All vendors** page.\
Use the **View** dropdown to filter vendors by:

- All
- Intake
- Active
- Archived

![](/assets/830aa3e35f51-all-vendors-added.png)

---

## **2. Add Vendors from Vendor Discovery**

Vendor Discovery automatically identifies tools used across your organisation based on identity providers such as Okta, Google Workspace, or Azure AD.

### **Step 1: Navigate to Vendor Discovery**

1. Log in to Sprinto.
2. Open **Data Library** > **Vendors**.
3. Select the **Vendor discovery** tab.

You’ll see a list of **Auto-discovered vendors** with their source, number of users, and discovery date.

![](/assets/0e454d5184da-vendor-discovery.png)

### **Step 2: Add a discovered vendor**

1. Locate a vendor that is not yet added.
2. Select **Add** next to the vendor name you wish to add.

![](/assets/54f949a80fbd-vendor-discovery-1-.png)

### **Step 3: Enter vendor details**

1. In the drawer that opens, enter or update:
   - Name
   - Description
   - Category
   - Website
   - Vendor admin
   - **Vendor stage** (Active or Intake)
   - Intake request reason (required only when stage = Intake)
   - Internal business contact
   - Vendor contact person and email
   - Additional custom fields (if applicable)
2. Select **Save**.

![](/assets/a6e9706cdf3c-add-vendor-1-.png)

The vendor appears under **All vendors**, filtered by the stage you selected.

---

## **3. Bulk-Import Vendors via CSV**

Use the CSV option to add multiple vendors at once.

### **Step 1: Select Bulk Import**

1. Go to **Data Library** > **Vendors**.
2. Select **Add vendors**.
3. Select **Bulk import vendors via CSV**.

![](/assets/9ad0cbf0a8bd-v5-drawer-2-1-.png)

### **Step 2: Upload a correctly formatted file**

1. Download the template if needed.
2. Fill in the required columns, including the **Stage** field.
3. Upload the completed CSV.
4. Review any validation messages and click **Add vendors**.

![](/assets/8d47b0b0f582-screenshot-2025-11-13-at-15.10.22.png)

After submission, vendors appear in the **All vendors** list.

---

## **4. Vendor Stages Explained**

When adding any vendor, you must select a lifecycle stage:

| Stage        | Description                                                                                                                 |
| ------------ | --------------------------------------------------------------------------------------------------------------------------- |
| **Active**   | Vendors currently used by your organisation.                                                                                |
| **Intake**   | Vendors under evaluation by the GRC team before approval.                                                                   |
| **Archived** | Vendors no longer in use. You cannot select this stage during creation, but reviewers can move vendors to this stage later. |

---

## **5. Best Practices**

- Add new and unapproved vendors to **Intake** so the GRC team can evaluate them before onboarding.
- Use **Vendor Discovery** regularly to identify shadow IT or unapproved tools.
- Assign a **Vendor admin** for every vendor to ensure accountability.
- Use CSV import for large-scale vendor onboarding.