Connect and Assign Corporate Cards

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

Connect and Assign Corporate Card Feeds via Plaid

Plaid is an American financial technology company that provides a secure platform enabling applications to connect with businesses’ bank accounts and financial data. Zoho Spend uses Plaid to enable employees to connect their corporate cards securely and fetch card transactions.

Note: This feature is currently available only in the US edition of Zoho Spend.

To connect a card with Zoho Spend:

Go to Corporate Cards on the left sidebar.
Click + Connect Corporate Card and select Connect Corporate Card.
In the pop-up that appears, click Continue to agree to Plaid’s End User Privacy Policy.
Enter your bank’s name in the search bar or select it from the list and click Continue to login.

Note: If your bank’s name is not listed, then your bank is not supported by Plaid for automatic feeds. You can switch to Yodlee and fetch the card feeds from your bank account.

Once you select the bank, you will be redirected to the login page.
Enter the credentials to log into your bank account and click Sign in.
Next, select the accounts you want to connect with Plaid to fetch their feeds into Zoho Spend.
Click Continue.
Enter the name by which you want to display the card in Zoho Spend 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 Spend.

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 in 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.

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 Spend:

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

Note: If your bank’s name is not listed, then your bank is not supported by Yodlee for automatic feeds. You can contact the support team by clicking Contact Us with your card details.

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 Spend 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 Spend.

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 in 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.