Automate uploading of new expenses to an already assigned card via API

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guru_vg
guru_vg Expensify Customer Posts: 1
in Integrations and API

Hi,

I was wondering if there's an option to automate the current "Import Transactions from a file (csv)" via API or SFTP way and associate it to the card assigned to the user?

Thanks,

Guru

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  • Nixon31
    Nixon31 Expensify Customer Posts: 1
    Options

    Of course.

    API Method:

    1. Set up an API endpoint on your server to receive the file upload or accept the file path for processing.
    2. Use a CSV parsing library or module to read the CSV file and extract the transaction data.
    3. Associate the transactions with the user's card by linking them based on a unique identifier such as a card number or user ID.
    4. Perform any necessary data validation or processing on the transactions.
    5. Save the transactions in your database or trigger other relevant business logic.


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