Hanover Park integration

Overview

Connecting your Brex account to Hanover Park 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 Hanover Park general ledger (GL). This article explains the prerequisites, Hanover Park 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 Hanover Park.
• Accurate data transfers: Send card transactions, receipts, and memos directly from Brex to Hanover Park.
• Reduced manual work: Create rules and mappings to categorize transactions and sync them to Hanover Park automatically.
• Aligned vendor data: Link Brex merchants to Hanover Park vendors for consistency.

Prerequisites

• Access & permissions: Admin/bookkeeper in Brex and admin in Hanover Park.
• 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 Hanover Park.
• Other accounting integrations: Disconnect any active accounting integration in Brex before connecting Hanover Park.

Connect Hanover Park in your Brex dashboard

Step 1: In your Hanover Park 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 completed, all your Hanover Park data will be imported into Brex for you to use.

Export Settings

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

Step 1: Open Accounting > Hanover Park settings in Brex.

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

• Accounting entity: Brex legal entity > Hanover Park 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 Hanover Park fields and field values are imported into Brex on the initial connection. Subsequent changes to your field or field value in Hanover Park 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 Hanover Park, fields populate based on selections in Brex prior to exporting.

Export transactions to Hanover Park

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

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

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

Step 3: Confirm successful export and review results in Hanover Park. Exports are reflected in Hanover Park in 15 minute intervals and contain direct links to the Hanover Park entry. The Hanover Park entry also contains a direct link back to Brex for improved traceability.

Note: If you choose CSV, files won’t post to Hanover Park automatically. You will have to upload them to Hanover Park 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 Hanover Park, 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 exported to Hanover Park automatically, based on your set cadence, allowing you to have full control over when transactions are added to your Hanover Park account.

Disconnect Hanover Park

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

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

Step 2: Open ‘Hanover Park settings’.

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

Note: Reconnecting to the same Hanover Park account preserves your mappings.

Troubleshooting