Install and Login to Integration App
1. Install Microsoft Access Database Engine from the location below (pre-requisite)
https://www.gorillaexpense.info/install/accessdatabaseengine.exe
2. Open the Integration App. You can download the Integration app from here -
http://www.gorillaexpense.info/install/publish.htm
3. On the login screen, enter the following as the Login URL –
https://www.gorillaexpense.info/gorillapro/service
4. Log in to the integration app using Admin userId and password. Select any account system radio button (For example GP (2010 and above))
Import Credit Card Transactions
5. Once logged in, go to File - > Import Credit Card File ->Import Amex Open -> Import Excel Using New Format (2019 and above)
6. Go to Settings and check for Country, State and City checkboxes and then browse for the file downloaded from www.americanexpress.com. Make sure you download a file for a specific date range in XLS format. Click done and then click Reload.
7. Click Select All and then Import AMEX Open XLSX.
8. All selected transactions will be imported and then displayed in Green. Any transactions that fail will turn Red. Any duplicate transactions that already exist in the system will turn Orange. On the screen below one transaction failed as it was not able to find the corresponding Employee/User in the system (the Employee Column in empty) and the second transaction (highlighted in Orange) failed as it was already imported before.
Using below steps you can download the excel file from American Express website.