Set Up Bank Data Delivery via SFTP
Secure File Transfer Protocol (SFTP) is a way for Emburse Spend to receive credit card data from banks on a nightly cadence. We offer direct integrations for all Commercial Tier programs, as well as all City National Bank, Square 1, and Silicon Valley Bank cards.
To establish an SFTP credit card connection, follow the steps below.
1. Contact your dedicated bank representative to confirm whether your cards are Commercial Tier and check your eligibility for an SFTP feed.
2. If yes, please create a support ticket with your card type (VISA, Amex, Mastercard, etc.) and issuing bank name.
3. We will send you some paperwork to start the process.
4. This process usually takes 4-6 weeks to complete.
Submit a Pullback Date
Once we have received the file delivery from your bank, we will require your organization to specify a pullback date to finish the setup. The pullback date is the day when we should start pulling transactions over to Spend.
Once the connection has been established, you will need to assign the cards to your users and map cards to your accounting system. See steps 3 and 4 in Connect a Business Tier Corporate Card Program for complete details.
Troubleshoot Missing SFTP Card Feed Transactions
First, contact your bank to have them send the data to Emburse Spend again.
If you still have missing transactions, please reach out to us with the details of transactions, including the last 4 digits of the cards, amounts, transaction dates, and merchants. We will also need the file name of the data that the bank re-sent.