---
title: "Integrate credit cards via SFTP"
slug: "integrate-credit-cards-via-ftp-sftp"
updated: 2026-10-07T09:38:59Z
published: 2026-10-07T09:38:59Z
canonical: "help.cintra.co.uk/integrate-credit-cards-via-ftp-sftp"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate credit cards via SFTP

The most and reliable way to set up a connection to your provider is to use a direct SFTP link.

Once configured, transactions will flow into the system and be distributed to the user (**Expenses** > **Drafts**) where the receipts will auto match, where possible, and the user can complete any additional details required before submitting.

The instructions below will differ, depending on which provider you wish to set up a feed with. You will require admin permissions to perform these steps.

## Mastercard SmartData feed setup

#### Set up the connection and get your Organisation ID

1. Go to **Setup** > **Settings** > **Integrations** > **select FTP Card Transactions**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/base64-converted-image-1791359886712.png)

1. Update the **Description** field, for example, with your card provider or organisation name.
2. From the **Bank Provider** dropdown, select *Mastercard SmartData*.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-KQSJMGO6.png)

1. Click **Save**.
2. Your **Organisation ID** will then be displayed on a blue bar, which you will need to give to your card provider. Click the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-GIUJH0Q5.png) icon to copy it.

#### Contact your card provider

1. Contact your corporate card provider and request that they initialise a Mastercard SmartData connection with: **Capture Expense – Capture Business Solutions Ltd**.
2. When your provider configures the feed, they must ensure that the filename is prefixed with the **Organisation ID** you copied in [step 5](/capture-expense/docs/integrate-credit-cards-via-ftp-sftp#set-up-the-mastercard-smartdata-connection-in-expenses) above.

#### Connection activation

Once your card provider has activated the connection, your card transaction data will flow directly into the Banking area of Expenses.

## Visa SFTP feed setup

#### Contact your bank/card provider

Ask your bank/card provider to:

- Give your third party provider: **Capture Expense – Capture Business Solutions Ltd** access to your account and transactions so that the integration can be established.
- Provide you with your **Relationship Number**, which you will need to complete the setup in Expenses.

Send the request with the Visa Proforma form below, which provides details of all the connection requirements your bank/card provider will need to configure the feed.

[PDF document](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/New Capture Expense Visa Proforma.pdf)

You can download this form by clicking the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-J0XDSKE6.png) icon. Depending on your browser, it may now preview correctly.

#### Enter your Relationship Number

Once your bank/card provider has provided your **Relationship Number**, you can complete the setup in Expenses.

1. Go to **Setup** > **Settings** > **Integrations**.
2. Select **Visa Family Transaction Feed**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-SP67N7FD.png)

1. Update the **Description** field, for example, with your card provider or organisation name.
2. Enter your **Relationship Number**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-EM6I7WZC.png)

1. Click **Save**.

#### Connection activation

Once your card provider has activated the connection, your card transaction data will flow directly into the Banking area of Expenses.

## AirPlus SFTP feed setup

#### Set up the connection and get your Organisation ID

1. Go to **Setup** > **Settings** > **Integrations** > **select FTP Card Transactions**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/base64-converted-image-1791359886712.png)

1. Update the **Description** field, for example, with your Airplus or organisation name.
2. From the **Bank Provider** dropdown, select *Airplus* *Mastercard*.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-VVLLE87Q.png)

1. Click **Save**.
2. Your **Organisation ID** will then be displayed on a blue bar, which you will need to give to your card provider. Click the ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-GIUJH0Q5.png) icon to copy it.

#### **Contact AirPlus**

1. Contact your corporate card provider and request that they initialise a Mastercard SmartData connection with: **Capture Expense – Capture Business Solutions Ltd**.
2. When your provider configures the feed, they must ensure that the filename is prefixed with the **Organisation ID** you copied in [step 5 above](/capture-expense/docs/integrate-credit-cards-via-ftp-sftp#set-up-the-connection-and-get-your-organisation-id).

#### Connection activation

Once your card provider has activated the connection, your card transaction data will flow directly into the Banking area of Expenses.

## AMEX

You can set up a link to American Express directly from Expenses. To do this, go to **Setup** > **Settings** > **Integrations**, select the Amex tile, then follow the on screen instructions.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-81U517GO.png)