Where customer’s card program does not offer a standard feed, DATABASICS Expense Reporting system integrates with a third-party to download Card Transactions to apply to expense reports.
Prerequisites
To configure the Credit Card integration with DATABASICS, your card program needs to be supported but by the provider. To verify that the program is supported use this page: Financial Institutions - Finicity
In order for us to handle your transactions, you must authenticate through DATABASICS (see “Link Account” “Set Up Steps” below).
If desired, a separate administrator profile, named "databasicsintegration" or "db_integrationdatabasicsccintegration" or similar can be created to control permissions you want to grant the user in the interface: for the purposes of the transaction load the vendor restricts access on the token level.
Set Up Steps
DATABASICS will establish the service to allow Import of Transactions. Once in place:
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