How to update AMEX description to include extended details

The Extended Details has numerous benefits to help our matching algorithm. To update AMEX descriptions to include extended details, follow these steps:

  • Go to your AMEX portal
    • Select Statements and Activity
    • Select the Custom Date Range to input the desired date range
    • Select the download link
      • Important! Make sure you select CSV format and then reselect Extended Details. 
  • In the Reveal portal, go to Purchases > CVS Upload
    • Select the Source File (aka the csv file you just created from the AMEX portal)
    • Select the specific AMEX account as the Destination Account
    • Check the box next to "Only import transactions that match with existing transactions"
    • Select the preset mapping for American Express (This should fill in the column mapping for you.)
      • Important! Verify that the Transaction ID field has mapped to the Reference column in your csv.  This field prevents duplicate charges from being imported.
    • Select Accept Column Mappings 
    • Verify that you don't have any errors to fix.  (Look at the Rows with Errors count in the Source File section.)
    • Select Import Rows at the bottom of the page