I am looking for a solution either from Concur or from a 3rd party. We are in the process of implementing Concur. During that process we switch from our prior credit card provider (PNC) to Divvy. Our implementation specialist tells us that Concur and Divvy do not talk to each other so transactions can't be brought over from Divvy into Concur. I am looking for alternatives which will allow me to download transactions from Divvy and then upload/import them in bulk to Concur so that the transactions are available for employees to do their expenses reports.
Does anyone have a similar situation? If so how did you handle it? Very frustrated at this point with Concur.
@MikeGodbout Hello! First I want to say I am sorry for your frustration. Did you you talk with your Implementation contact about Yodlee. This is where the user uploads their personal transactions. I'm not sure if Divvy is a participating bank, but you could definitely talk with your contact to see if this might be an option for those cards.
To understand Yodlee there are a few things to note:
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Thanks for replying. I guess I'm not digesting everything you are saying about Yodlee. I'm not looking for data from a bunch of users. I am looking to download activity from Divvy and upload it into Concur in such a way that it is like a data feed. I can also guarantee you that users will not log in once a week.
@MikeGodbout currently does Divvy allow you to download transactions? If so, what file type is it being downloaded as?
I can download, but for some reason my password is not working at the moment. I believe it will be either an excel or a csv.