What Steps Should Be Taken Once My Corporate Card Feed Is Linked?

Once you set up and connect your card programs successfully, there are a few steps required to complete setup of the connection.

1. Assign the Cards to Users

You may assign cards from either the Card Programs screen or the Team Cards screen. There is no difference in functionality between the two pages, just in the arrangement of the user-interface. See Assign Corporate Cards to Users for complete details.

2. Auto-Match Corporate Cards

The Auto-Match Corporate Cards feature allows Abacus to match the information we receive from third-party card programs to the names of Abacus users.

Abacus uses the data we have for each user's first and last name on the People page to match the information of an issued card from the card provider.

For more information, please see Auto-Match Corporate Cards.

3. Map Cards for Export

If you have a sync setup with your accounting software, you can choose to connect to one or more card feeds.

1. Click the  gear in the top right corner to open the Company Settings page.

2. In the sidebar, select Accounting Sync.

3. Select the type of sync you would like to set up.

One Card Feed

If you have one card feed in your accounting system, select the second option and it will automatically populate.

Multiple Card Feeds

If you have multiple card feeds in your accounting system, select the third option. You will need to map each card to the correct feed.

Click None to view a drop-down menu of available card feeds. Click Save once each card is mapped.

Now transactions will be synced into your accounting software once they are approved by an admin and automatically matched to the card feed. Selecting your card feed here is required for the sync to match transactions to the correct card feed in your accounting platform.

For more details on how to manage the card programs, please see Managing Corporate Card Programs.