Brex and CDF3

Overview

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CDF3 (Card Data Feed version 3) is a transaction feed service that streamlines how you integrate your Brex card expenses with alternative spend management systems. These are the spend management systems that Brex CDF3 supports:

• Workday Expense
• Coupa Expense
• Oracle iExpense
• Nexonia
• Emburse
• Other: Please contact us if you are using a different system to confirm compatibility.

To integrate with CDF3, please contact your Brex representative.

CDF3 standard fields

We deliver a standard CDF3 format file on a daily basis. Common transaction fields include, but are not limited to:

• ProcessorTransactionId
• PostingDate
• TransactionDate
• AmountInOriginalCurrency
• OriginalCurrencyCode
• AmountInPostedCurrency
• PostedCurrencyCode
• AmountInBillingCurrency
• BillingCurrencyCode
• EmployeeId
• CardAcceptorName
• LegalCorporationName

Note: Reach out to your Implementation team for a full list of standard fields.

Setup

To start a CDF3 feed from your Brex account, follow these steps: Step 1: Provide us with the following for the SFTP directory to which we will be sending the CDF3 file:

• File path
• Credentials
• Encryption key for.

Step 2: Create a Brex API token with the following scopes. Please reach out to your Brex consultant to obtain a secure link to send the API token to us.

• Team
  • Users: Read
  • Locations: Read
  • Departments: Read
  • Titles: None
  • Cards: Read
  • Card Numbers Read and Send: None
  • Companies: Read
• Transactions
  • Card Accounts: Read
  • Card Transactions: Read
  • Card Statements: Read
  • Cash Accounts: None
  • Cash Transactions: None
  • Cash Statements: None
• Expenses
  • Card Expenses: Read

Step 3: After you receive the API token and server credentials, we’ll send you the first test file and make any necessary adjustments. Step 4: After going live, a CDF3 file with the previous day's cleared transactions will be automatically delivered once a day.