Real-Time Card Feeds

Real-time card feeds are card transactions that are received directly from card networks like Visa and 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.

To connect your card with Zoho Expense:

1. Navigate to My View.
2. Go to the Cards module on the left sidebar.
3. Click the + Add Card dropdown.
4. To add a corporate card, select + Add Corporate Card.

5. 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.
6. Click Proceed.
7. 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.

8. Next, enter your card details, including Card number, name, security code, expiry date, and country of issue.
9. 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, to connect your cards, you will need to provide additional verification information to the bank through the iframe.

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:

1. Navigate to My View.
2. Go to the Cards module on the left sidebar.
3. Click the card for which you want to enable real-time feeds.
4. Click the More icon in the top right corner and select Enable Real-Time Feeds from the dropdown.

5. 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.
6. Click Proceed.
7. 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.
8. Next, enter your card details, including card number, name, security code, expiry date, and country of issue.
9. 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, to connect your cards, you will need to provide additional verification information to the bank through the iframe.