Through our partnership with Capital One, Emburse Professional is pleased to offer an API-based direct connection to Capital One which automatically retrieves and imports credit card transactions to your users’ Emburse Professional Wallets.
Your company’s Capital One card program only needs to be connected once, by an administrator. Once connected, Administrators will map cards to the appropriate users. End-users will not need to connect their cards, nor will they require Capital One online banking credentials.
This article shows Administrators how to connect a Capital One card program to Emburse Professional.
Please Note: Only USD Capital One programs are supported through this direct integration at this time. Alternative integration methods exist for non-USD programs. Please contact our Support team for further assistance.
Connecting to Capital One
- On the Emburse Professional homepage, click the Gear icon.
- Under System Integrations, click Manage your Card Programs.
- Click Add a Card Program.
- Select Capital One from the drop-down list.
- Administrators will be redirected to a Capital One authentication screen. Select Continue to Capital One to continue.
- Enter your Capital One Username and Password to continue.
Note: Administrators will also need to be program administrators within Capital One to retrieve all applicable cards and transactions.
- Capital One will share details about the integration. Click Continue to proceed.
- Capital One will outline the types of data Emburse and Emburse Professional may collect. Click Continue to proceed.
- Select the applicable card program(s) to connect to Emburse Professional.
Note: Administrators may choose 1 or multiple card programs, however, we strongly suggest connecting one card program at a time. If two or more card programs are connected at the same time, administrators cannot disconnect the card programs individually; they would need to be disconnected together.
- Capital One will confirm your selection. Select Authorize to continue.
- A final confirmation screen appears. Click Confirm to finalize the connection.
Note: Even though a single card number will appear on the screen, any supplemental or child cards will import to Emburse Professional.
- Click Return to Emburse Professional to complete the connection and map your Capital One cards to the appropriate users.
Mapping Capital One Credit Cards
Once a Capital One Card Program has been connected to Emburse Professional, Administrators can begin to assign cards to employees using the provided dropdowns.
Note: Administrators may map multiple cards to the same employee, however, a single card cannot be mapped to multiple employees.
Cardholder mapping is not required, though any card left unmapped will not import transactions to a Emburse Professional account. We recommend mapping all cards for easy reconciliation of your company’s Capital One program.
Once a card is mapped to an employee, the card details appear on the employee’s Account Settings page. Employees are unable to remove their Capital One card from Emburse Professional without assistance from their administrators.
Additionally, employees are not able to manually add Capital One cards to their account profile.
Any transaction posted after the card has been mapped to the employee’s account will automatically import to their Emburse Professional Wallet. For assistance retrieving historical transactions, please contact our Support Team.
Unmapping a Card
- To change the cardholder mapping or to unmap a card, return to the Manage Your Card Programs screen from the System Configuration page.
- Open the menu associated with the Capital One program and select Edit Mapping.
- On the Cardholder Mapping screen, hover over the mapped employee and click the X to unmap the card.
Once a card is unmapped, future transactions associated with this card will not be imported to an employee’s account. Any previous transactions imported when the card was mapped will remain with the employee.
Note: Any card left unmapped will not import transactions to a Emburse Professional user. We recommend mapping all cards to a user for easy reconciliation of your company’s Capital One program.
Detecting New Cards
As your company grows, administrators may need to create additional Capital One cards for new employees. Emburse Professional will detect when a new card is created in your company’s Capital One program and email all administrators, informing them that a new card is available and ready to be mapped.
Follow the previous card mapping steps to return to the Cardholder Mapping screen and map the new card to the appropriate employee.
Disconnecting a Capital One Program
Warning: If you plan to re-connect the card program at a later date, we strongly recommend keeping the card program connected and simply unmapping all cards associated with the program. Unmapping the cards will prevent future transactions from importing.
Your company’s Capital One program can be disconnected from Emburse Professional if the card program is no longer in use.
To disconnect a card program, return to the Manage Your Card Programs page and click Delete Connection in the Card Program menu.
Token Expiration
Capital One has implemented security practices that force a card program's authentication token to expire after 1 year of connectivity. Emburse Professional Administrators will be notified via email and within the application when your card program's token is about to expire.
To prevent any disruptions in transaction import, re-authorization will be required. Follow the steps below to re-authorize the card program:
- On the Emburse Professional homepage, click the Gear icon.
- Under System Integrations, click Manage your Card Programs.
- Click the Three-dot icon and select Re-Authorize.