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New Amex integration

SuzanneKSuzanneK Expensify Customer Posts: 20 Expensify Newcomer

I am trying to set up the new Amex integation. Step 4 says to delete the old connection. How do I do this?

Best Answer

  • Sasha KlugerSasha Kluger Expensify Success Coach - Admin Posts: 90 Expensify Team
    Accepted Answer

    To delete the old connection, you would need to unassign all cards currently assigned on the old connection, but you can actually safely leave the old connection if you'd like!

    More importantly, to prevent duplicates, make sure to select a transaction start date when assigning any cards on the new connection. The transaction start date should be after the last expense you processed from the old connection. So, for example, if you processed all expenses through July 31 on the old connection, then you would set Aug 1 as the transaction start date for cards on the new connection.

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