Time to update your Wells Fargo connection!!

Stevie LaFortuneStevie LaFortune Posts: 64Expensify Team Expensify Success Coach
edited November 11 in Product Updates

We've done it! -- as part of the ExpensifyApproved! Banks program, we've upgraded our Wells Fargo card feed connection with a new API to provide a more reliable connection for our users!  We will be completely removing the old Wells Fargo feed on December 6th, so please check out the instructions below on how to transition to the new connection soon.

Please note that the instructions provided below apply to individual users with personal Wells Fargo cards and companies importing their cards via direct bank connection. If your company cards are imported via a CDF or VCF feed no action is required on your end.

Important Step! Before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

Personal Card Import

We encourage you to transition to the new Wells Fargo connection before the end of November to avoid any last-minute issues. This way, you can remove this task off your to-do list and enjoy your Thanksgiving holiday!

On the Expensify website navigate to Settings > Your Account > Credit Card Import > Import Card/Bank and choose the Wells Fargo connection. Make sure to start a new connection here as opposed to selecting "Fix":


Once successfully synced, make sure to delete your old Wells Fargo connection to avoid importing duplicate expenses. Just a quick tip here, before deleting your old connection please make sure that all the transactions previously imported to your Expensify account are added to reports and submitted. When you delete a card, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in your account.

Company Card Import

We encourage you to transition to the new Wells Fargo connection before the end of November, to avoid any last-minute issues. This way, you can remove this task off your to-do list and enjoy your Thanksgiving holiday!

The following steps can only be completed by a Domain Admin.

On the Expensify website navigate to Settings > Domain Control > Company Cards > Import Card/Bank and choose the Wells Fargo connection.

Make sure to start a new connection here as opposed to "Assign new cards" or selecting "Fix":


 

Once the integration is set up you can delete the old Wells Fargo connection to avoid importing duplicate expenses. Then assign the individual cards back to users accounts from the Company Cards page.

Just a quick tip here, before deleting your old connection please make sure that all the transactions previously imported to users Expensify accounts are added to reports and submitted. When a card is deleted, all unsubmitted expenses from that transaction feed will be deleted. Expenses that have been added to a submitted/closed report will remain in users' accounts.

Happy expensing!

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