Setting up a Mastercard transaction feed

  • 12/06/2026
  • 4 minutes to read
AdminDeveloperApproverExpense User

This article describes how to set up a transaction feed to Continia Expense Management, so that your Mastercard transactions can be imported directly into Expense Management.

Note

The transaction feed must be set up by your bank using the below guide, which describes a process that's external to Continia. The guide may therefore not be entirely up to date at all times, although Continia generally strives to make sure that it is.

Set up a transaction feed to Expense Management

As a user of Expense Management, you must reach out to your banking relationship manager and request that your CDF feed be sent directly to Continia Software in the Mastercard SmartData Portal. Refer the banking relationship manager to this guide.

As a banking relationship manager, to set up a Mastercard transaction feed to Expense Management on behalf of the user's organization, you will need to open the Mastercard SmartData Portal and work through the following areas:

Format

  1. Click the Format tab.
  2. From the Vendor Name dropdown menu, choose Continia Software.
  3. From the Application Name dropdown menu, choose Continia Expense Management.
  4. Click Save.

Frequency

  1. Click the Frequency tab.
  2. From the Frequency to Send File dropdown menu, chose On Receipt.
  3. Click No for setting an expiration date for the file delivery.
  4. Click Save.

Record Selection

  1. Click the Record Selection tab.
  2. Under Define Content Criteria, only select the checkboxes for the following:
    • Financial Data
    • Include Merchant Transactions
    • Include Addenda
    • Include Adjustments
    • Include Authorization Declines
    • Hierarchy
    • Include Maintenance Only Hierarchy
  3. Click Save.

Filtering

  1. Click the Filtering tab.
  2. Click No.
  3. Click Save.

Masking

  1. Click the Masking tab.

  2. Select whether or not data , such as credit card IDs, should be masked.

    Note

    If the user's organization chooses to mask credit card IDs, make sure that all credit card IDs used in the organization are unique when masked.

  3. Click Save.

Notifications

  1. Click the Notifications tab.
  2. Select No.
  3. Click Save.

Data Initialization

  1. Click the Data Initialization tab.
  2. For the question, Would you like to receive a one-time system initialization data file?, click Yes.
  3. For the question, Would you like to include hierarchy records?, click Yes.
  4. Select the Active Hierarchy Records checkbox.
  5. For the question, Would you like to include historical financial records?,
    • If you want to include historical data click Yes, then specify the date of the earliest transactions you'd like to include.
    • If you do not want to include historical data click No.
  6. Click Save..

Your bank will initiate delivery of the feed by finding Continia Software in Mastercard's Smart Data Portal. After this is done, the bank sends you an email containing the file delivery ID (for example G0123456). This is your confirmation that the setup has been completed.

You're now ready to set up a bank agreement in Expense Management to receive Mastercard transactions automatically. For information on how to do this, see Activating credit card agreements.

Importing Mastercard transactions