Credit Card Feed

Kira Goble

Hello! We are looking for a credit card company that feeds into Yodlee so we can take advantage of the credit card feed. Has anyone had luck integrating their credit cards? If so, can you please let me know the company? Thank you!

Lisa Andrew

@Kira Goble - I recently linked our American Express cards. HOWEVER, I had to have my staff set up their own American Express online accounts, and then I linked them separately. I could not link the main AMEX @ Work account. Not ideal, and a bit more cumbersome than I had hoped, but the links are working great, and staff love the integration!

Selena Weiss

@Lisa Andrew
Hi Lisa! Wondering if you could provide a bit more information about why the Amex @ Work account couldn't be linked? This is the same account we would like to link at my agency; our employees do not have their own cards/accounts, just our main card. Planning to use this account a first/trial using Yodlee, but if it cannot be utilized with our main @ Work account, that would shut us down from going forward.

Jennifer Huber

@Selena Weiss
We had no issue issue linking the main American Express account via Yodlee to import directly into the Credit card feeds. Our hope was that each card holders transactions would import with their own credit card #, but we could not make that happen. So, went to plan B which was to import everything under the same main account number and have not had an issue since.

Rick Straub

@Jennifer Huber
Hi Jennifer, I am curious then, since you had to bring in the credit card charges all under the main account number, how do you then get the individual credit card holders to see/obtain just their charges so that they can submit them and get them approved, etc. Thanks

Jennifer Huber

@Rick Straub at this point, I'm managing all the receipts that go into the credit card activity page. Unfortunately, it means that we can't utilize the Expense Management module for the approval process.