This guide is for companies who are current customers of the SalesTrip expense module with an existing corporate credit card program in place and are interested in linking their transactions with SalesTrip.
To process the expenses made on corporate card, SalesTrip will need to receive the Corporate card transactions from the bank.This process involves liaising with the bank / the corporate card provider and configuring the salesforce org in the back end.
The steps below will provide a brief overview of the process
Contact your bank’s customer relationship manager and place a request for sending the corporate card transactions to Salestrip.
If the card provider is different from your bank ,the bank has to make a request to the card provider on your behalf to provide the transactions . Arrange a meeting between Salestrip -bank and your corporate card provider.
Bank /card provider will send forms and paperwork to your organisation.These forms will typically include consent for sending the transactions and request of details for sending the transaction files.
Once the details are exchanged our development team does the configuration in the back end inorder to receive the transaction files from the card provider.
We will also need to identify a unique field that can link the transaction to the employee .This could be user id /employee id etc . These details should be included in the translation files received from the corporate card.
Once this is done the transaction files will be tested and the transactions can be configured to be mapped to the respective users in the org.