STEPS for Integration between Master Card and Expensify
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Shantanu
Expensify Customer Posts: 11 Expensify Newcomer
Dear All,
We working on the implementation of Integrating Master Card with Expensify. We are doing this for Brazil and the bank name ITAU does not exist in the list for seamless credit card transactions to users' accounts.
Can anyone let us know the detailed steps we need to follow to set it up this integration?
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Answers
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Victoria O'leary Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 110 Expensify TeamOptionsHi Shantanu
If your bank isn't available when you try to establish a Credit Card connection, we have a couple of other options available:
- If these are company cards, you may be able to obtain a commercial feed directly from your bank. Different feed types are used for American Express Corporate Cards (GL1025 feed), MasterCards (CDF feed), and VISA (VCF feed) cards. Please see the following links for more details.
- Set up an American Express commercial feed
- Set up a MasterCard commercial feed
- Set up a Visa commercial feed
- If this option isn't available to you either, your bank can still be supported via spreadsheet import, which you can learn more about here.
If you have any questions or need a hand getting this set up, please reach out to us through your in-product messaging or by emailing us on concierge@expensify.com/
Cheers!
