What are your options for card transactions in Pegasus Opera?
Pegasus Opera publishes no public API, so nothing posts into it automatically from a card platform. Card activity reaches Opera one of two ways: re-keyed by hand from statements, or brought in as a prepared import file. Re-keying is slow and error-prone at any volume. A prepared file is the better route — provided the file is structured for Opera's import routines rather than copied straight from a bank export.
How does the Vergo-to-Opera workflow run?
1. Spend happens on Vergo cards. Every transaction is captured at the point of sale, with the cardholder prompted for a receipt on the spot.
2. Transactions are coded in Vergo. Each charge is assigned to the correct nominal account to match your Opera chart, with rules automating recurring spend so most transactions code themselves.
3. Vergo generates the export. When you are ready to post, Vergo produces a custom-built CSV matched to the import format Pegasus Opera expects — columns, dates, and amounts structured so the file lands cleanly.
4. You import into Opera. Bring the file in through Opera's import routines, review, and post. The data arrives already coded and receipt-backed.
Why not import the raw card statement?
A raw statement gives you merchant names and amounts, nothing more. Someone still has to work out what each charge was for, code it to a nominal account, and reformat the file for the importer — the same manual month-end job, just moved around. Vergo's export carries the coding with it because the coding happened at the point of spend, and the file format is maintained specifically for Opera.
How often should you import?
The export covers any date range you choose, so it fits your close rhythm — weekly to keep the ledger current, or monthly as one step in period-end. The workload is the same either way, because receipt collection and coding are already done inside Vergo before the export is generated.
What do you need before the first import?
Reflect your Opera nominal structure in Vergo so coding rules assign spend to the accounts you post to, then run a test export over a short date range and confirm it imports cleanly before going live. From there the routine repeats every period without variation: spend, code, export, import. Vergo maintains the Opera-matched export template, so format upkeep is handled for you rather than becoming a monthly finance-team task.
Can card transactions post into Pegasus Opera automatically?
No. Opera publishes no public API, so there is no direct sync. Card activity comes in by file import, and Vergo generates the import-ready CSV.
What file does Vergo produce for Pegasus Opera?
A custom-built CSV matched to the import format Opera expects, with each transaction already coded to your nominal accounts before export.
Do transactions still need coding after import?
No. Coding happens in Vergo at the point of spend — receipts attached, accounts assigned by rules — so the imported data is already categorized.
How long does the Opera import take with Vergo?
Minutes. The slow work of card reconciliation — receipts, coding, formatting — happens automatically in Vergo before the file exists.
