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Has anyone connected to Elan Visa with Plaid into Acumatica?

  • October 26, 2022
  • 5 replies
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dmzasdf
Varsity I
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Our Elan contact is saying they do not support Plaid even though Elan comes up on the Plaid website as supported at https://plaid.com/demo/?countryCode=US&language=en&product=transactions

Hoping we were just talking to the wrong person at Elan as we would prefer to use Plaid rather than set-up the infrastructure for file transfers and then automation into Acumatica which is what I understand Plaid does for us.

Best answer by dmzasdf

The third party solution is antiquated, so we built the integration ourselves. We download a file, then use an import scenario with substitution lists to map the credit card transactions into expense receipts.

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5 replies

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Hi @dmzasdf.  Were you able to figure this out?

 

Thanks

Sharon


dmzasdf
Varsity I
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  • Author
  • Varsity I
  • 59 replies
  • April 10, 2023

Plaid’s site incorrectly lists Elan as compatible. 


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They tell me they use a third party to assist with integration.  I am struggling to get information from them though.  Did you integrate outside of bank feeds?

 

Thanks

Sharon


dmzasdf
Varsity I
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  • Author
  • Varsity I
  • 59 replies
  • Answer
  • April 10, 2023

The third party solution is antiquated, so we built the integration ourselves. We download a file, then use an import scenario with substitution lists to map the credit card transactions into expense receipts.


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That sounds like a good solution.  I will look more into creating an import scenario.

 

Thanks

Sharon


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