SVB T&E's Scheduled Exports feature allows customers who use ERPs not yet integrated with Spend to export their data more efficiently and without user intervention, enabling them to reconcile their accounting books more easily.
Create a Custom Export Template
To use the scheduled exports feature, you will need to create a custom export template. See How to Create a Custom Export Builder Template with Export Builder for complete details.
Set the Schedule & Delivery Method
Once you have created a custom export template, you may schedule it for export.
1. Find the desired template in the Exports list, click the three dots icon, and select Schedule Export.
Note that only one template may have a schedule set, indicated by a clock icon. The Scheduled Export feature will be disabled for all other templates.
2. On the Scheduled Exports screen, choose the parameters for the schedule.
- Frequency: Monthly or Weekly
- Start Date
- File Type: CSV, Pipe Delimited, or Semicolon Delimited
- Transaction Status: Occurred, Were Submitted for Approval, Were Fully Approved, None
- Transaction Date Range: Previous 7 Days, Previous Month, Most Recent Statement Cycle
- Default Category for Unsubmitted Transactions
- Reimbursable Expense Status: Were Submitted for Approval, Were Fully Approved, Do Not Export Reimbursable Expenses
- Reimbursable Expense Date Range: Previous 7 Days, Previous Month, Most Recent Statement Cycle
3. In the Choose Where Exports Will Be Sent section at the bottom of the screen, select the desired delivery method for exports—email, SFTP, or both.
4. Click Schedule Export.
SFTP Set-Up Instructions
To set up the SFTP export, please email CardServices@svb.com with your company's SSH Public Key. Your IT team should be able to help with that information.
Once set up, you'll be able to access your exports at http://sftp.spend.emburse.com with a combination of your SSH Public Key and SSH Secret Key.