Connect your corporate cards

You can connect your 3rd-party corporate credit cards to Zipalti.

The Zipalti Support team can set up the Zipalti Hub to import your corporate credit card transactions from Visa, MasterCard, and American Express. This process brings all these transactions into the Zipalti Hub, making them easier to manage, and helps you collect and organize receipts for these transactions. Employees and finance teams can review them and sync the information with your ERP system, along with your regular expenses and Zipalti Card transactions.

To connect, ensure you have a corporate card, not a business card.

Before you start, we recommend confirming with your bank that they can enable a card feed according to the guidelines below.

Select your corporate card below to see the instructions on how to connect your corporate card with Zipalti.

Connect your American Express corporate cards

To connect your American Express (Amex) corporate credit card:

1. Ask your Zipalti rep to send you the following forms:

   • Amex SFTPSecure File Transfer Protocol (SFTP) is a secure version of File Transfer Protocol (FTP), which facilitates data access and data transfer over a Secure Shell (SSH) data stream. Information Exchange form

   • Amex Global Data Transfer form

2. Send the following to your Zipalti rep:

   • The completed Amex SFTP Information Exchange form.

   • The completed Amex Global Data Transfer form.

   • The bank account number to which you want to link all the corporate transactions.

     Zipalti uses this information to sync transactions with your ERP.

   • The details of the bank that issued the cards, also known as the card issuer.

What happens next?

When Zipalti receives the completed forms and account information, our Support team connects your Zipalti Expenses account to your Amex credit card. This process takes about three business days to connect and set up.

Once connected, Zipalti emails you to confirm that the card is connected to your Zipalti Expenses account and ready to use.

Connect your corporate MasterCards

To connect your corporate credit MasterCards:

1. Ask your bank to send a Common Data File (CDF) to Zipalti through their MasterCard SmartData Portal.
   
   Optional: Ask them to provide the date of the earliest transactions you require in the feed.
   • Your bank can send the CDF by finding Zipalti in the MasterCard online portal.
   • When sent, the bank emails you a distribution ID.
2. Send the following to your Zipalti Customer Success Manager:
   • The email with the distribution ID
   • The bank account details to which you want to link the transactions.
   • Zipalti uses this information to sync transactions with your ERP.

What happens next?

When Zipalti receives the distribution ID and account information, our Support Team connects your Zipalti Expenses account to your corporate credit MasterCard.

Once connected, Zipalti emails you to confirm that the card is connected to your Zipalti Expenses account and ready to use.

Connect your Visa corporate credit cards

To connect your Visa corporate credit cards:

1. Ask your bank to send a Visa Commercial File (VCF) feed to Zipalti through Visa Commercial Data Solutions platform.
   
   Optional: Ask them to provide the date of the earliest transactions you require in the feed.
   • Your bank can send the VCF by finding Zipalti in the Visa Commercial Data Solutions platform.
   • When sent, the bank emails you a distribution ID.
2. Send the following to your Zipalti Customer Success Manager:
   • The email with the distribution ID
   • The bank account details to which you want to link the transactions
   • Zipalti uses this information to sync transactions with your ERP.
   • The details of the bank that issued the card, also known as the card issuer.

What happens next?

When Zipalti receives the distribution ID and account information, our Support Team connects your Zipalti Expenses account to your corporate Visa credit card.

Once connected, Zipalti emails you to confirm that the card is connected to your Zipalti Expenses account and ready to use.