Using data-feed to import credit card transactions

With a datafeed connection, your bank or credit card provider sends transaction data directly to Declaree. This means expenses paid with your business credit card are automatically created in your Declaree environment: no manual upload needed. All that’s left to do is attach the matching receipt and add to a report.

1. Set up the right payment method

To use a data-feed, make sure your credit card is configured with the correct payment method in Declaree.

👉 Check how to set up payment methods

2. Availability and setup

Please note that not all banks or credit card providers offer a data-feed connection. If your provider supports this, additional fees may apply. We recommend contacting your bank or provider directly to inquire about availability and costs. Need help with this process? We’re happy to support you in the communication or setup, for example, services like Mastercard Smart Data.

3. Once the connection is live:

• Creating Expenses Manually

  • Each cardholder can create an expense by adding or scanning the receipt.

  • Always enter the exact amount and select the correct payment method.

  • These expenses should not be added to a report until the corresponding transaction has been automatically imported into Declaree. This ensures proper transaction matching.

• Automatic Draft Expenses

  • If no expense is created before the transaction is imported, Declaree will automatically create a draft expense for each company credit card payment.

  • Users will then see these draft expenses in their account and can upload or scan the corresponding receipt.

• Adding to Reports

  • Expenses can only be added to a report and submitted for approval after they have been matched with their transactions.

• Timing of Transactions
  ℹ️ Please note: Transactions may take up to 48 hours to appear in Declaree. The data feed is not real-time.

Benefits of using a data-feed

• Automatic creation of credit card expenses

• No need to manually upload PDF statements

• Transactions from the same billing cycle can be assigned to different reports

• Reduced manual effort for employees and administrators

💡Good to know

Declaree is an official vendor for Mastercard and also supports AMEX cards.
Want to know more? Just send us a message at support@declaree.com.