Brex and CDF3

OverviewCDF3 standard fieldsSetup

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.

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