How do I integrate credit cards via ftp?

It is standard practise, other than importing a bank statement, to set up a feed to the bank as not all banks support Capture Expense. This is useful if you do not use open banking. Once this is set up, you can allocate transactions that are fed up into the user account.

To set up a feed

Contact your bank and ask that your third party provider Capture Expense has access to account and transactions so that it can perform integrations. The bank will then provide a form, which you must fill out so that the file will be sent via ftp. Once the bank has given permission, you can set up the integration.

To integrate the bank

1. Sign in to Capture Expense. You are taken to your Overview page.
2. Navigate to the Integration tab.
   Go to Setup> Settings> Integration tab.
   
3. From the Choose Integration Type drop-down list, select the FTP Transaction Upload Feed option. The Integration form appears.
   
4. Ensure the Active option is selected.
5. Enter the name of the card you wish to integrate.
6. Select the Save button. You are given a URL.
   
   Note: A folder is created in Azure with the name of your organisation's ID. The URL with your organisation's ID is contained within the folder. The bank will feed all the files into the folder. 
7. Provide the bank with the URL.
8. Ask the bank to switch the URL on.
9. Continue to add the credit card to the user's account.

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