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Question

What do I need to get started with the Credit Card Import functionality?

Solution

In order to move forward, you will need to secure a file with the required fields to import to Unanet.  For our generic credit card import, we require the file to be in a .CSV format and we require four fields as outlined below.  Please note that we also have a separate AMEX import specific to the KR-1025 format.

  • A unique identifier for each person’s card, a minimum of 5 characters
    • Please note that this can be the full credit card number, the last 5 of the credit card number, or any other unique 5-character value.  We call the field “credit card number”, but we don’t require the full number
  • Transaction Date
  • Transaction amount
  • Vendor

 You can find the formal file specification here: Help Docs - Import Credit Card.

 If you’d like to see an overview of the functionality, please visit this link: Help Docs - Transferring Imported Expenses.  

Additional Information

KC - Credit Card Integrations, Imports, and the IMU

 

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