Automatic Import of Credit Card Transactions

• 30/08/2021
• 7 minutes to read

Having your credit card transactions automatically imported directly into Continia Expense Management is the straightforward way to optimize your business. It helps you keep track of all employee expenses and credit cards, and is by far the easiest way to get your transactions into Microsoft Dynamics 365 Business Central.

Your options for importing credit card transactions into Expense Management depend on what credit card(s) you use in your organization. Continia supports all major credit cards, including Mastercard, Visa, American Express, and Eurocard, as well as a large number of other types of cards. To learn more about the various options and find out what must be done to set everything in motion, select your type of credit card below:

• Activating credit card agreements
• American Express
• Mastercard
• Visa
• Eurocard
• Other cards

In general, Continia supports thousands of scenarios and a multitude of banks worldwide. All you need to do is ask your bank to get in touch with your Continia partner, and your partner will take it from there, of course provided that your bank is on board and technically capable of sending transactions to Expense Management.

To set up automatic import of credit card transactions

To have credit card transactions imported automatically into Expense Management, follow these steps closely:

1. Contact your bank to set up an agreement for them to send credit card transactions to Expense Management.

   Note

   An agreement with the bank must be in place before you request activation in Business Central. You can't request a bank agreement from within Business Central.

2. As there are specific procedures for each of the different credit cards, notify your bank that relevant guidelines and information for the different card types can be found using the links below, if necessary:
   • American Express
   • Mastercard
   • Visa
   • Eurocard
   • Other cards
3. Wait for confirmation from your bank that the agreement has been activated and the bank has started sending credit card transactions to Continia. Once you've received the confirmation, you're ready to request activation in Business Central.
4. To activate an agreement in Expense Management, follow these steps:
   1. Choose the icon, enter Bank Agreements, and then choose the related link.
   2. In the action bar, select Request New Agreement to open the Bank Agreement Activation assisted setup guide.
   3. Select Next.
   4. Fill in all fields with the relevant transaction details.

      Note

      To ensure that the transaction you submit is included in the data sent by your bank to Continia, be sure to select a transaction that was carried out after your bank confirmed that the agreement was activated. Your chosen transaction should have taken place at least 1-2 days after the date when your bank started delivering transaction data to Continia.

      Avoid using fees and other generic transactions. The more unique the text and amount are, the better.

      If you don't know the last six digits of the card number, entering the last four digits is usually sufficient.

   5. When you've entered all details, select Next.
   6. Select Finish to close the assisted setup guide.

You've now requested activation of the agreement in Business Central, and your request is sent to Continia for processing. The status of the request is set to Pending.

Viewing the request status and dealing with issues

To view the status of your activation request, go to the Bank Agreements page, and from the action bar, select Activation Request Log to open the Agreement Activation Log page. In the list of requests, locate the one you submitted, and check its status in the Request Status column.

When the activation request has been approved, its status will change. Make sure you synchronize with Continia Online before checking the status of your activation request. The status is only updated once you've synchronized with Continia Online. Note that it may take up to 48 hours to process you activation request.

If your activation request status changes to Rejected, please go through the above guide again to see if you've missed anything.

If you're still having trouble, please submit a support ticket. Your support ticket must include the following information, as we're unable to assist you without these details:

• Client ID
• Company GUID
• Bank name
• Bank agreement number (supplied by your bank)

See also

Importing American Express Transactions
Importing Mastercard Transactions
Importing Visa Transactions
Importing Transactions from Other Cards
Manual File Import
Finding a Reseller of Continia Expense Management