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

guru_vg Expensify Customer Posts: 1


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?




  • Nixon31
    Nixon31 Expensify Customer Posts: 1

    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.