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Hello, is anyone currently using Yodlee or have Yodlee set up? We are looking to implement a Fleet Fuel card using a small bank and they are not able to send the required card upload file, so we are trying to determine if Yodlee will work with their bank. Specifically looking for any set up guidance. I have read thru all of the Yodlee information but wanted to get any current users experience.
Thank you,
Shayna Dudderar
PGA TOUR
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@shaynad Hello there. Unless I'm missing something, Yodlee doesn't use a card upload file. It is simply a way for users to link a non-corporate credit card to their SAP Concur profile and have those transactions flow into their Available Expenses.
I believe you can submit a help ticket to SAP Concur to ask if the bank you are working with is compatible with Yodlee or reach out directly to Yodlee to see if the bank is compatible with the type of card you want to use.
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Hi Kevin, Yodlee can be used for smaller banks to upload card transactions, but from what I've read and understand it is a manual process. Concur no longer allows manual card transaction imports for smaller banks that are not able to provide the card import file, so they have provided Yodlee as a potential option. I have reached out to Support, and have gotten little response, so was hoping someone here was using it so I could get a little more insight on how it's being used.
Thank you,
Shayna