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 (e.g. for Mastercard Smart Data). Need help with this process? We’re happy to support you in the communication or setup.

Once the connection is live:

• Each credit card payment is automatically added to Declaree as a draft expense.

• Users receive these expenses in their account and can upload or scan the matching receipt.

• The expenses can be added to a report and submitted to the manager for approval.

Transactions may take up to 48 hours to appear: 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.