Issuer Guide - Mastercard Bulk Enrollment
Mastercard Smart Data
File Delivery Configuration
File Delivery Configuration
Step-by-step guide to configure Astrada for file delivery on Smart Data Manager
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">Quick Navigation</h4>
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<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-step-1" style="color: #FD4308 !important; text-decoration: none !important;">Create File Delivery Request</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-step-2" style="color: #FD4308 !important; text-decoration: none !important;">Select Entity</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-step-3" style="color: #FD4308 !important; text-decoration: none !important;">Choose Vendor & Format</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-step-4" style="color: #FD4308 !important; text-decoration: none !important;">Configure Delivery Options</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-step-5" style="color: #FD4308 !important; text-decoration: none !important;">Activate File Delivery</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-quick-reference" style="color: #FD4308 !important; text-decoration: none !important;">Quick Reference</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="#mc-faq" style="color: #FD4308 !important; text-decoration: none !important;">Frequently Asked Questions</a></li>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Step 1: Create File Delivery Request</h2>
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<h3 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important; margin: 0 !important;">Navigate to Request Creation</h3>
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<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Navigate to: <strong style="font-weight: 600 !important;">Activities → Create Request → To Defined End-Point</strong></p>
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<p style="margin: 0 !important; color: #334155 !important;">This path creates a new file delivery request that will send transaction data to Astrada automatically.</p>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Step 2: Select the Entity</h2>
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<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">a.</strong> Enter a Request Title - The title should help you locate and identify the request later.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">b.</strong> Enter a Request Description - The description should be meaningful to you and your team.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">c.</strong> Bill to ICA - This field becomes available once an entity is selected.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">d.</strong> Use the Drill Down icon to navigate and find the entity you are setting up.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">e.</strong> Use the Add icon (+) to select the entity. It will appear in the "Selected Entities" section at the bottom of the screen.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">f.</strong> Click Next to proceed to vendor selection.</p>
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<p style="margin: 0 !important; color: #334155 !important;">You can select multiple entities if needed. Each will appear in the Selected Entities table with Parent Name, Issuer Name, Client Name, Organization Name, and Account Name columns.</p>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Step 3: Choose Vendor & Format</h2>
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<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Select Astrada as the receiving application:</p>
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<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><strong style="font-weight: 600 !important;">Vendor Name:</strong> Astrada</li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><strong style="font-weight: 600 !important;">Application Name:</strong> Astrada</li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><strong style="font-weight: 600 !important;">Application Type:</strong> Hosted or Licensed</li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><strong style="font-weight: 600 !important;">Format:</strong> CDF v3 Release 2201</li>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Step 4: Configure Delivery Options</h2>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">4A: Frequency</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Set <strong style="font-weight: 600 !important;">Frequency to Send File</strong> to <strong style="font-weight: 600 !important;">On Receipt</strong></p>
<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">4B: Record Selection</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">Financial Data:</strong> Check "Include Future Updates" (Required for Astrada)</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">Hierarchy:</strong> Check "Include Corresponding Account Information Only" (Uncheck "Include Maintenance Only Hierarchy" first)</p>
<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">4C-4E: Filtering, Masking, Notifications</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">These are typically not needed unless specifically requested by the client.</p>
<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">4F: Data Initialization</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Select <strong style="font-weight: 600 !important;">Yes</strong> for initialization data file with Active Hierarchy Records and Historical (90 days if needed)</p>
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<p style="margin: 0 !important; color: #334155 !important;"><strong style="font-weight: 600 !important;">The setup for Astrada is automated.</strong> You will receive a confirmation within two hours. Once completed, you will be notified via email.</p>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Step 5: Activate and Provide File Delivery ID</h2>
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<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Navigate: Activities → View → File Deliveries</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Locate the file delivery in Pending status</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">From the Action menu, select <strong style="font-weight: 600 !important;">Activate File Delivery</strong></p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;"><strong style="font-weight: 600 !important;">Provide the File Delivery ID</strong> to the Client or to Astrada directly</p>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Quick Reference</h2>
<h3 style="color: #1C1C3F !important; font-size: 1.25rem !important; font-weight: 600 !important; margin: 1.5rem 0 1rem !important;">Standard Configuration Summary</h3>
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<th style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; text-align: left !important; color: #334155 !important; background: #f8fafc !important; font-weight: 600 !important;">Setting</th>
<th style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; text-align: left !important; color: #334155 !important; background: #f8fafc !important; font-weight: 600 !important;">Recommended Value</th>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Vendor Name</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Astrada</td>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Format</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">CDF v3 Release 2201</td>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Frequency</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">On Receipt</td>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Financial Data</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Yes + Include Future Updates</td>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Hierarchy</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Yes + Include Corresponding Account Info Only</td>
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<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Data Initialization</td>
<td style="border: 1px solid #e2e8f0 !important; padding: 0.75rem !important; color: #334155 !important; background: #ffffff !important;">Active Hierarchy + Historical (90 days)</td>
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<h2 style="color: #1C1C3F !important; font-size: 1.5rem !important; font-weight: 600 !important; border-bottom: 2px solid #FD4308 !important; padding-bottom: 0.5rem !important;">Frequently Asked Questions</h2>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">Who is Astrada and how do they work with the networks and the Spend Management Platform?</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Astrada enables Spend Management Platforms to securely and safely access real-time transaction feeds on behalf of the corporate and its cardholders. Astrada connects directly to major card networks and delivers normalized, real-time transaction data to their Spend Management Platform customers. This enables real-time expense reporting, faster reconciliation, and enhanced user experiences within the Spend Management Platform.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Astrada is PCI DSS Level 1 compliant and operates in accordance with its providers' (e.g., Payment Networks) and customers' (e.g., Spend Management Platforms) security, privacy, and compliance requirements. Astrada undergoes regular independent third-party security assessments and maintains industry-standard certifications appropriate for the processing of sensitive payment data.</p>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">What specific data fields are shared with the Spend Management Platform through Astrada?</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Astrada delivers authorization and clearing data fields that businesses need to manage spend through their Spend Management Platform. This includes a core set of authorization data (e.g., merchant name, transaction amount, date) to power real-time purchase notifications, as well as clearing data comparable to standard bank and network clearing files.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">A full list of data fields is available <a href="https://docs.astrada.co/reference/gettransactionmessagebyid" style="color: #FD4308 !important; text-decoration: none !important;">here</a> in Astrada's <a href="https://docs.astrada.co/" style="color: #FD4308 !important; text-decoration: none !important;">documentation</a>.</p>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">Does corporate and cardholder consent need to be obtained before enrolling a company? If so, whose responsibility is that?</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Yes. Astrada works with each Spend Management Platform (Astrada's customer) to ensure that proper disclosure and consent are incorporated into the end-user experience, user terms, and privacy policy. The corporate and its cardholders consent to sharing data with Astrada and the Spend Management Platform and to allowing the payment network to facilitate the data sharing.</p>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">Astrada reviews and approves each program — including the UX, user terms, and privacy policy — before allowing it to launch, and conducts regular audits thereafter.</p>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">Does this work for all commercial card products (purchasing, corporate, fleet, virtual), or only certain ones?</h4>
<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">All corporate and commercial card products that participate in the Payment Network's commercial platform are eligible.</p>
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<h4 style="color: #1C1C3F !important; font-size: 1.1rem !important; font-weight: 600 !important;">Reference Materials</h4>
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<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="https://docs.astrada.co/reference/api-basics" style="color: #FD4308 !important; text-decoration: none !important;">Astrada API Reference</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="https://astrada.co/data-processing-addendum" style="color: #FD4308 !important; text-decoration: none !important;">Astrada Data Processing Addendum</a></li>
<li style="color: #334155 !important; margin: 0.35rem 0 !important;"><a href="https://astrada.co/legal" style="color: #FD4308 !important; text-decoration: none !important;">Astrada Privacy Policy</a></li>
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<p style="color: #334155 !important; margin-bottom: 0.75rem !important;">If you have any questions about Astrada or the setup process outlined in this guide, please contact <a href="mailto:[email protected]" style="color: #FD4308 !important; text-decoration: none !important;">[email protected]</a>.</p>
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<strong style="font-weight: 600 !important; color: #ffffff !important;">Mastercard Smart Data - File Delivery Configuration</strong><br>
For support, contact support@astrada.co
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Last updated: January 2026
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