Connecting to Amex Cards
At this time, card integrations are supported for Amex Corporate Card participants only. If you are a Business Card holder and interested in updates surrounding integration availability for your Card type, please reach out to our team at email@example.com. For Corporate Card participants, please see steps below.
Step 2: Locate your Card Identification Number (CID) and Basic Control Account Number (BCA). If you have multiple BCA's, then please make note of all BCA's that you wish to include in your card integration request. Once located, you will be ready to complete the next step.
Step 3: See attached (bottom of article) Global Data Transfer Form (GDTF) and GDTF guide. Complete the form as instructed within the guide. This form gives Neo1 permission to consume your data within the platform. Failure to complete the file as directed will result in integration delays.
Step 4: See attached (bottom of article) CFE EMEA implementation form. Completion of this form will ensure we have the correct company and card details for your card integration request.
4a: Complete section A by providing company and contact details.
Step 5: Sign and return both documents to firstname.lastname@example.org. Be sure to return all pages. Along with these documents, please provide your desired data start date. This start date will determine which transactions are included in the file. For example, you may want data to begin from the 1st of the current month or 1st of the upcoming month to align with your reconciliation cycle.
Connecting to non-Amex Cards
Please email your request for card setup to email@example.com and include your card issuer (bank) name in the request. We will confirm if there is a current integration for that provider. If an integration is not in place, we will provide details for next steps.