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 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” below).
If desired, a separate administrator profile, named "databasicsintegration" or "db_integration" 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:
Log into to DATABASICS site
Create a new user we can link Master Credit Card account the. E.g. CORPAMEX
Select this profile’s Credit Card tab.
Click on the Action Menu and select “Link Credit Card”
In the popup window search/select the card provider and then click Next
Click on Next again to agree with the terms, e.g.:
Enter your master account user name/password, e.g.:
Confirm the connection and then you will be able to close the window.