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We have a new American Express® Business Card connection, upgrade now!

Stevie LaFortuneStevie LaFortune Expensify Team Posts: 153 Expensify Team
edited August 12 in Integrations and API

Great news -- as part of the ExpensifyApproved! Banks program, we've upgraded our American Express® Business Card integration with a new connection to provide an even more reliable connection for our users! The deadline to upgrade to the new integration is September 6th, 2020. To avoid disruption in service, please use the instructions outlined below on how to transition to the new connection.

This transition does not apply to American Express® Personal Card accounts. This is strictly related to American Express Business Card accounts.

If you have an American Express Corporate Card (@ Work® account), your expenses will still be imported via a direct file feed referred to as a GL1025, and 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 connection will be permanently removed from your account. Expenses that have been added to a submitted/closed report will remain in your account.

American Express Card Import instructions: 

We encourage you to upgrade to the new American Express Business connection before September 6th, 2020, to avoid any last-minute issues. Get this task checked off your to-do list!

To ensure your American Express Business transactions continue to import into Expensify, please complete the steps below by September 6th, 2020:

1. Submit all expenses under the current connection (before proceeding to step 2). If this step is not completed, imported expenses that have not been submitted on a report will no longer be in your account when the connection is removed.

2. From the Expensify website, navigate to

  1. Settings > Account > Credit Card Import > Import Card/Bank
  2. Select the American Express US - Business (New and Upgraded) connection   (you will be redirected to American Express)

3. On the American Express website

  1. Select the American Express Business Card(s) to be connected to Expensify.*
  2. Authorize American Express to share transaction data with & Return to Expensify (you must Return to Expensify. Do not close the browser. You will be redirected to Expensify).

4. From the Expensify website 

  1.  Delete your old connection to avoid importing expenses twice. 

Something important to keep in mind: 

When the new connection is established, the past 90 days of transactions will import. Take note of the date of the most recent submitted transactions so you can easily select any duplicates from the new connection to delete.

Once successfully synced, make sure to delete the old American Express connection in your account to avoid importing duplicate expenses moving forward. 

Once again, 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 integration will be permanently removed from your account. Expenses that have been added to a submitted/closed report will remain in your account.

Company Card Import instructions:

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

To ensure your American Express Business transactions continue to import into Expensify, please complete the steps below by September 6th, 2020:

1. Please have users submit all expenses under the current connection (before proceeding to step 2). If this step is not completed, imported expenses that have not been submitted on a report will no longer be available in users’ accounts when the connection is removed.

2. From the Expensify website navigate to

  1. Settings > Domains > [Domain Name] > Company Cards > Import Card/Bank
  2. Select the American Express US - Business (New and Upgraded) connection (you will be redirected to American Express).

3. On the American Express website 

  1. Select the American Express Business Card(s) to be connected to Expensify.*
  2. Authorize American Express to share transaction data with & Return to Expensify (you must Return to Expensify. Do not close the browser. You will be redirected to Expensify).

4. From the Expensify website

  1. Delete the old connection to avoid importing expenses twice.

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

Once the connection is set up, you can delete the old connection in Domains to avoid importing duplicate expenses moving forward. Then assign the individual Cards back to users accounts from the Company Cards page.

Something important to keep in mind: 

While assigning Cards, you can select the transaction start date for each assigned Card. You can select the past 90 days to import. Take note of the most recent imported transactions from the past connection; this will allow you to set the new date accordingly. If you have selected Corporate Liability on the Company Card Settings page, users are not able to delete any imported Card transactions, including those that are duplicates.

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 integration will be permanently re-moved from your account. Expenses that have been added to a submitted/closed report will remain in users' accounts.

Happy expensing!

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