How to import credit card transactions into Genius ERP

Why is there no direct card feed into Genius ERP?

Genius ERP lists a REST API among its features, but the vendor publishes no accessible API documentation — which means no card platform can build a supported direct feed into it. In practice, the on-premise manufacturing ERP takes outside transaction data the same way most on-premise systems do: through file imports. So the real workflow question for a shop's accounting team is how to get a clean, coded batch of card transactions into the system without hand-keying.

What does the manual routine look like?

Statement-driven month end: download the card statement, chase receipts from purchasing, engineering, and the floor, work out what each charge was for — a rush component order, tooling, maintenance supplies — and key the entries into Genius ERP one at a time. The data entry is slow, and the coding quality drops when it happens weeks after the purchase.

How does the import work with Vergo?

1. Capture. Card transactions appear in Vergo in real time; cardholders attach receipts from their phone at the point of purchase.

2. Code. Each transaction is allocated in Vergo while the context is fresh — to the account, department, or project it belongs to, per your chart.

3. Export. Vergo generates a custom-built CSV export matched to the import format Genius ERP expects, with the coding carried on every line.

4. Import. Your accounting team loads the file into Genius ERP as a single batch. Entries arrive already coded, and the re-keying step is gone.

Is the batch import a compromise?

Less than it sounds. The hours in card admin go into collecting receipts, figuring out coding, and typing entries — and all three are handled before the export file exists. The import itself takes minutes and runs at whatever cadence suits your close. Until Genius ERP publishes API documentation, this is not the fallback path; it is the only supported path, and Vergo builds the export specifically for it.