Real-Time Card Feeds
Real-time card feeds are card transactions that are received directly from card networks like Mastercard, without relying on the bank. Connect your cards with Zoho Expense to fetch feeds as soon as you make a transaction using your card.
Note:
- Currently, Real-Time Feeds is supported only for users using the Global edition of Zoho Expense using Visa and Mastercards issued in the US, UK, Canada, Germany, and Italy region.
- The transactions that were made before connecting and verifying the cards cannot be fetched.
- Real-time feeds currently support only corporate cards.
- Only the respective user can add their own cards for real-time feeds.
- This feature is in early access. Contact support@zohoexpense.com to enable this feature.
To connect your card with Zoho Expense:
- Click My View on the left sidebar.
- Go to Cards on the left sidebar.
- Click the + Add Card dropdown.
- Select + Add Corporate Card to add a corporate card.
- Before you proceed with the next step, you must verify if your card supports real-time feed. Then, read and agree to the end user terms and conditions.
- Click Proceed.
- On the page that opens, you can view the steps that you have to perform to connect your card. Read the details on the page and click Continue.
- Enter your card details, including Card Number, Name, Security Code, Expiry Date, and Country of Issue.
- Mark the checkboxes to authorize the card network to monitor and share your transaction data with the involved parties, and click Connect.
With this, real-time feeds will be enabled for your card. In some cases, you may need to enter an OTP during the card verification process. This happens when the system needs extra confirmation of the user’s identity.
Enabling Real-Time Feeds for Existing Cards
If you’ve already connected your cards to Zoho Expense to fetch card feeds using Yodlee, Plaid, or Direct Feed Integration, you can now enable real-time feeds to fetch transactions instantly. To do this:
- Click My View on the left sidebar.
- Go to Cards on the left sidebar.
- Click the card for which you want to enable real-time feeds.
- Click the More icon in the top right corner and select Enable Real-Time Feeds from the dropdown.
- In the pop-up, you must verify if your card supports real-time feed. Then, read and agree to the end user terms and conditions.
- Click Proceed.
- On the page that opens, you can view the steps that you have to perform to connect your card. Read the details on the page and click Continue.
- Enter your card details, including Card Number, Name, Security Code, Expiry Date, and Country of Issue.
- Mark the checkboxes to authorize the card network to monitor and share your transaction data with the involved parties, and click Connect.
With this, real-time feeds will be enabled for your card. In some cases, you may need to enter an OTP during the card verification process. This happens when the system needs extra confirmation of the user’s identity.
