Mesh Payments

Connect Mesh Payments to sync employee corporate card data and expense information into Harmony

Mesh Payments is a corporate spend management platform that provides companies with visibility and control over employee expenses and corporate card usage. Connecting Mesh Payments to Harmony enables IT teams to gain visibility into employee spending tools, and gives support teams access to payment context directly within the platform - reducing the need to switch between tools when handling payment-related queries and workflows.

What the Mesh Payments Integration Enables

Capability	Description
Employee Sync	Import employee profiles and card assignments from Mesh Payments, synced every 24 hours
Expense Visibility	Surface corporate card and expense data alongside other employee IT data, synced every 6 hours using incremental updates
Payment Workflow Support	Allow support agents to access payment context and resolve customer issues without leaving Harmony

Prerequisites

• Mesh Payments Account: Active Mesh Payments account with admin access
• Partner API Consent: Your Customer Success Manager at Mesh must approve Harmony's access to the Partner API on your behalf (see Step 1 below)

Connect Mesh Payments to Harmony

Step 1: Request Partner API Access

1. Ask your Mesh Payments Customer Success Manager to approve Harmony as a partner with access to the Partner API on your company's data
2. Wait for confirmation that the consent has been granted before proceeding

This step is required because Harmony connects via the Mesh Payments Partner API. Your Customer Success Manager must explicitly authorize this access.

Step 2: Retrieve Your Company ID from Mesh

1. Log in to the Mesh Payments Console
2. Navigate to Company Settings > Integrations > Manage Partners
3. Copy your Company ID

Step 3: Connect in Harmony

1. Log in to your Harmony dashboard
2. Navigate to Settings > Integrations
3. Search for Mesh Payments and click Connect
4. Paste the Company ID you copied from the Mesh console
5. Click Save

You can access this documentation directly from the integration settings page. Navigate to Settings > Integrations > Mesh Payments to find a link to this setup guide without leaving the platform.

What Harmony Syncs

From Mesh Payments:

• Employee profiles - synced every 24 hours to keep your workforce data current
• Card expenses - synced every 6 hours using incremental updates, so only new or changed records are fetched each cycle, making syncs fast and efficient
• Payment context - available to support agents for handling payment-related queries and workflows

No additional per-user credential management is required. Once connected with your Mesh company ID, Harmony keeps your data up to date on a continuous basis.