Connect and Assign Corporate Cards

In this help document, you’ll learn how admins can connect and assign corporate cards to employees.

Connect New Card and Fetch Feeds via Yodlee

Yodlee is a financial data platform that enables applications to securely connect with businesses’ bank and corporate card accounts. To connect a card with Zoho ERP:

• Go to ** Travel and Expense** on the left sidebar.
• Navigate to the Corporate Cards tab.
• Click + Connect Corporate Card and select Connect Corporate Card.
• Enter your bank’s name in the search bar or select it from the list.

• On the page that opens, enter the credentials to log into your bank account and click Submit.
• Next, all the cards listed under the authenticated bank account will be connected with Yodlee. Click Save and Finish.
• Enter the name by which you want to display the card in Zoho ERP in Account Name.
• Assign card owner for the corporate cards selected.
• In Billing Date, enter the date on which your card will be billed every month.
• Choose the date from when you would like to download the transaction history. You can download up to 90 days of transaction history.
• Select the currency with which your transactions are made in those cards.
• Click Add. Your card will be connected, and feeds will be fetched directly from your bank account to Zoho ERP. If you missed to assign the corporate cards to employees in the previous step, you can assign them from the Corporate Cards dashboard. Here’s how:
• Go to the Unassigned tab on the dashboard.
• In the Assign card owner dropdown, select the employee to whom you want to assign the card. The card will be assigned to the employee.