Campfire integration

Overview

Connecting your Brex account to Campfire can streamline accounting, reduce errors, and eliminate manual data entry. You can tag expenses with accounting fields before export, sync receipts and memos, and map Brex categories to your Campfire general ledger (GL). This article explains the prerequisites, Campfire setup, how to connect from your Brex dashboard, and how to export and manage data.

Key benefits include:

• Simplified accounting control: Tag expenses with custom fields and GL codes prior to syncing to Campfire.
• Accurate data transfers: Send card transactions, reimbursements, bills, payments, receipts, and memos directly from Brex to Campfire.
• Reduced manual work: Create rules and mappings to categorize transactions and sync them to Campfire automatically.
• Aligned vendor data: Link Brex merchants to Campfire vendors for consistency.

Prerequisites

• Access & permissions: Admin/bookkeeper in Brex and admin in Campfire.
• API Token: You must agree to Brex Developer Agreement under Settings > Developer.
• Security: Turn on 2FA in Brex.
• Chart of accounts: Confirm your Brex card GL and other liability accounts in Campfire.
• Other accounting integrations: Disconnect any active accounting integration in Brex before connecting Campfire.

Connect Campfire in your Brex dashboard

Step 1: In your Campfire dashboard, go to ‘Settings’ and click ‘Connections’.

Step 2: When prompted with a list of integrations, select ‘Brex’.

Step 3: Click on ‘New Connection’. Follow the steps in the connection flow and press ‘Connect’.

Step 4: Once the connection is complete, all your Campfire data will be imported into Brex for your use.

Export Settings

After setting up your Campfire connection, you will need to map your GL accounts to indicate how Brex syncs your transactions to Campfire.

Step 1: Open Accounting > Campfire settings in Brex.

Step 2: Map Brex settings to Campfire GL accounts. See below for an example configuration set:

• Accounting entity: Brex legal entity > Campfire subsidiary
• Accounts payable: Brex Card GL
• Personal expense receivable: Employee Receivable
• Rewards: Other income
• Manual payments: Bank GL
• Reimbursement liability: Employee Liability.

Note: Use your chart of accounts names; mappings determine how exports post.

Custom fields

All Campfire fields and field values are imported into Brex on the initial connection. Subsequent changes to your field or field value in Campfire will be updated in Brex in one-hour intervals.

Once imported to Brex, you can manage all field configuration and visibility in the Fields Library article.

Note: When you export transactions to Campfire, fields populate based on selections in Brex prior to exporting.

Export transactions to Campfire

You can export both Brex card expenses and reimbursements to Campfire from the Accounting tab.

Step 1: Prepare your transactions in Brex (review receipts, memos, category, and fields).

Step 2: In Accounting > Review & export, select Campfire and click ‘Export’.

Step 3: Confirm successful export and review results in Campfire. Exports are reflected in Campfire in real time and contain direct links to the Campfire entry. The Campfire entry also contains a direct link back to Brex for improved traceability.

Card expenses export as a Journal Entry of Credit Card type and reimbursements export as a normal Journal Entry.

Note: If you choose CSV, files won’t post to Campfire automatically. You will have to upload them to Campfire manually. Brex marks exported items to prevent duplicates. You can read more about the Brex Accounting page.

Automating your month-end close

Once integrated with Campfire, you can leverage Brex’s native automation features to help you speed through your month-end close.

Set up mappings and accounting rules in the Automation Hub so transactions are coded with the right fields and GL accounts as soon as cards are swiped.

Set up workflows in the Automation Hub so that compliant transactions are automatically exported to Campfire at your set cadence, giving you full control over when transactions are added to your Campfire account.

Exporting bills to Campfire

Bills uploaded and processed on Brex Bill Pay can also be synced to Campfire. To turn it on follow the steps below.

Step 1: In your dashboard, click Bills > Manage Bill pay settings.

Step 2: Click ‘Manage Campfire’.

Step 3: Toggle on ‘Sync bills’ and select the timing for syncing your bills:

• Sync bills on approval
• Sync bills on submission

Any subsequent changes to your bills in Brex will also be synced to Campfire. Bill payments will also be synced to Campfire to help close the bills as they are paid.

Disconnect Campfire

You can disconnect if you no longer want to use the Campfire integration.

Step 1: In Brex, go to the Accounting tab.

Step 2: Open ‘Campfire settings’.

Step 3: Click the three dots (⋯) and select ‘Disconnect’.

Note: Reconnecting to the same Campfire account preserves your mappings.

Troubleshooting