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What is Auto-Switch?

It’s a service that connects your PEX vendor cards directly to your vendor accounts. Instead of manually updating card details on each vendor’s website, you can automatically switch cards through the PEX dashboard using secure authentication with the vendor platform. Key benefits:
  • Eliminate manual card updates on vendor websites
  • Reduce payment failures due to outdated card information
  • Save time when issuing new cards or replacing expired cards
  • Maintain uninterrupted service with your vendors

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Supported vendors

Sunlight currently supports over 190 popular vendors, including:
  • Google Workspace
  • Microsoft 365
  • Slack
  • Zoom
  • QuickBooks
  • Adobe
  • And many more
To see the complete list of supported vendors, look for the vendor logos when creating a vendor card in the PEX dashboard.

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How to create a vendor card with Auto-Switch

Follow these steps to create a new vendor card with automatic card switching:
1
Log in to your PEX dashboard
2
Navigate to Cards, then Vendor Cards
3
Click Create Vendor Card
4
On the right side of the screen, select your vendor from the displayed logos
  • Selecting a vendor logo automatically enables auto-switch integration
  • The vendor name will be populated in the card settings
5
Complete the remaining card details:
  • Vendor locking settings
  • Funding preferences
  • Spend limits
6
Click Create Card
7
After the card is created, the connection page will automatically open
8
Click Let’s Go to begin the authentication process
9
Enter your credentials for the vendor’s platform
10
Complete two-factor authentication if prompted by the vendor
11
Wait while we process the card switch (typically 5–20 minutes)
Note:During the switch process, the card status will show as Pending in the card details. Once complete, the status will change to Active.

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How to Auto-Switch an existing vendor card

If you already have a vendor card and want to enable automatic switching:
1
Navigate to Cards, then Vendor Cards
2
Select the vendor card you want to connect
3
In the card details page, click Connect Vendor
4
Select the vendor from the available options
5
The connection page will open
6
Click Let’s Go
7
Authenticate with the vendor’s platform using your credentials
8
Complete two-factor authentication if required
9
Wait for the connection to process
You can monitor the connection status in the card details page. The status will update from Pending to Active once the switch is complete.

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Understanding connection status

When using Auto-Switch, you’ll see different statuses in your card details:
  • Pending: The card switch is in progress with the vendor
  • Active: The card has been successfully updated on the vendor’s platform
  • Failed: The connection attempt was unsuccessful (you may need to retry or contact support)

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Important considerations

Security: Auto-switch uses bank-level encryption and secure authentication protocols. Your credentials are never stored by PEX or Sunlight after the initial authentication.

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Need help?

If you have questions about Sunlight Auto-Switch or need assistance:
Last modified on April 22, 2026