Can I customize my CSV exports?

If you use an accounting software that doesn’t directly integrate with Brex, you can export data from your Brex account to directly upload into that software. This is done by establishing a CSV integration and downloading a CSV report from your Brex dashboard. This CSV can then be imported into your ERP of choice.

Admins and bookkeepers can customize the CSV report to make sure all necessary information is included. This saves you time that you would normally spend adjusting the file manually, and you can do all of this directly in your dashboard.

Please note that if we do launch direct integration support for your ERP in the future, you’ll want to disconnect your CSV integration and establish a new direct integration with your ERP.

Using a preloaded template

We support the ERPs Microsoft Dynamics Business Central and Acumatica as templates. If you’d like to request a template for a different ERP included in your template library, please contact Brex Support.

Step 1: In your dashboard, go to the Accounting tab.

Step 2: Click Prepare Transactions and choose the transactions you want to mark ready for export. Once complete, click Mark as prepared.

Step 3: Choose the transactions you want to export and click Export.

Creating a template

You can create your own templates to download your transactions in your preferred format. You’ll be able to rename headers, add and remove columns, and change the order of the columns.

Step 1: In your dashboard, go to the Accounting tab.

Step 2: Click on Prepare Transactions and choose the transactions you want to mark ready for export. Once complete, click Mark as prepared.

Step 3: Choose the transactions you want to export and click Export > Create a new template.

Step 4: Choose the columns you want to include in the exported CSV file. You can change the order the fields appear in by dragging them and customizing the names of the headers.

Step 5: Enter a name for your template and click Create template. From now on, when you go to export a CSV by clicking Review and export transactions, this template will come up as an option you can select.

Note: You can mark your template as a favorite for use later.

Editing a template

Step 1: In your dashboard, go to the Accounting tab.

Step 2: Choose the transactions you want to export and click Export.

Step 3: Find the template you want to edit and click the three dots > Edit template. Make any adjustments that you’d like to the template.

Step 4: Click Save template.