How do I initiate the Conferma Pay integration?
To get started, confirm with your TMC representative that you’re subscribed to virtual card payments through Conferma. If not, you’ll need to execute an addendum before you can set up the integration.
After confirming with your TMC that you can use Brex with Conferma Pay, you’ll need to complete a short setup process to grant Conferma access to your Brex account. Once that’s complete, Conferma will work directly with your TMC to finish onboarding your account. See Conferma’s website for a complete overview of the end-to-end process.
To set up access to your Brex account, please follow these instructions to generate an API access token as a Brex account admin:
Step 1: Sign in to your dashboard and go to Settings.
Step 2: Click Create Token.
Step 3: Name the card “[TMC Platform] via Conferma”
Step 4: Select these permissions under Team:
Card numbers: Read
Step 5: Select these permissions under Transactions:
Card transactions: Read
Step 6: If you’re using Brex Classic Experience, please move on to Step 7. If you’re using Brex Empower, please also select these permissions under Budgets:
Step 7: Click Create Token, and then Allow access.
Step 8: Save the token in a secure location and email firstname.lastname@example.org (cc your relationship manager) to confirm that the token has been created. Do not send the token info over email.
Once Brex confirms that the card pool has been submitted, please reach out to email@example.com to confirm next steps.
How do I avoid duplicate transactions in my ERP if I export from two different sources (i.e. both Conferma and Brex)?
Brex automatically prevents exporting transactions to your ERP directly if they were created through the Conferma Pay virtual card method. This is done by marking transactions made through the virtual card as ineligible for export. If you’d prefer to make all transactions available for export from Brex, please reach out to us at firstname.lastname@example.org and cc your relationship manager.