Import vendors
Use the built-in vendor template to load the roster without a hand-built setup call.
Guided setup
Want help with your first vendor desk?
CertCue is self-serve: create a workspace, import the spreadsheets you already use, and choose a paid plan in Stripe when needed. This optional request is for teams that want help with the first import or workflow setup.
Start immediately
Start TeamYou do not need a setup call to join.
Choose a plan, use your work email, create the workspace, and continue in the app.
Built-in setup path
Designed so a customer can become useful without recurring onboarding help.
Import documents
Add COIs, licenses, W-9s, agreements, renewal dates, owners, and notes from CSV.
Work the queue
Review missing, expired, and expiring paperwork, then copy or start vendor follow-ups.
Keep control
Export CSVs, download a full backup, clear workspace data, and manage a paid plan through Stripe.
Keep setup data safe
Safety boundary: do not include card numbers, bank details, passwords, private magic links, API keys, sensitive vendor documents, or unredacted customer/vendor files in this setup request. Start with column headers or a small redacted sample first.
- Do not send card details, bank details, passwords, private magic links, API keys, or sensitive vendor documents through this request.
- Share column names or a 5 to 10 row redacted sample only when import help is needed. Add real business records inside your signed-in workspace.
- Team and Pro are confirmed through Stripe Checkout. Support never needs your card number.
Guided setup handoff
What happens after this request?
The goal is one working renewal queue your team can continue running without a recurring setup call.
Tell us the setup goal
Name the import, renewal queue, or first follow-up result your team wants help completing.
Keep support data safe
Describe the spreadsheet and share only redacted rows when troubleshooting an import.
Work inside your workspace
Create the account, choose the plan, and keep real vendor records in the signed-in desk.
Finish with a repeatable workflow
Confirm the team can review the queue, send a request, export data, and manage billing without support.