This topic has 2 versions: the Brex classic experience and the Brex Empower platform. If you need help finding which you use, sign in or read this article.

Admins and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below.

Step 1: Ensure that you have full admin access to Sage Intacct.

Step 2: Click Integrations on the left side of your Brex dashboard.

Step 3: Click Connect under Sage Intacct and follow the instructional steps, which you can also find below.

Configuring Web Services

Step 1: Go to Company > Admin > Subscriptions.

Step 2: Scroll down to the bottom of the page and turn on Web Services.

Step 3: On the Sage Intacct home page, click Company > Set Up > Company.

Step 4: Go to the Security tab and click Edit.

Step 5: Scroll down to Web services authorizations and click Add.

Step 6: In the Sender ID field, enter “BrexMPP”. Ensure that the Status is marked Active.

Step 7: Click Save.

Creating a Web Services User

Step 1: Create a new Web Services User by going to Company > Admin > Web Services User > Add.

Step 2: Input values for these fields:

  1. User ID

  2. Last name

  3. First name

  4. Email address

  5. User type (select Business)

  6. Admin privileges (select Full)

Step 3: Under the User entities tab, assign this user the entities you need to access entities you’d like to connect with Brex, and allow top level access.

Step 4: If you have role-based permissions, go to the Roles information tab and assign this web service user the Admin role. If the Admin role does not exist, you’ll need to create one and then return to this step. Please ensure that your Admin role has at minimum all of the permissions outlined in Step 6.

Step 5: Click Save

Step 6: If you do not have role-based permissions enabled, then after you click Save, you will be prompted to configure this user’s permissions.

Ensure that the user has full permissions for the following Subscription areas: Company, Cash Management, General Ledger, and Accounts Receivable.


Note that in order to confirm full permissions, you need to click Permissions to the right of each subscription area and then click the All button in the top right. For Cash Management, General Ledger, and Accounts Receivable, you will also need to scroll down and ensure that the All button is selected for the Reports Permissions section.

Completing the Connection

Step 1: At this point, if you have been following the steps initiated from the Brex Integrations page, you will come to a screen asking for your Sage Intacct login details. Enter the username for the Web Services User you created earlier, and the temporary password that you received for this user via email.


Step 2: Select the entity you wish to connect to Brex.

Configuring your Accounting Fields in Brex

Step 1: Return to the Integrations page in Brex and click Manage under Sage Intacct to configure your accounting fields.

Step 2: Under the Settings tab,  select your account information from the dropdown menus to the right of Accounts payable, Bank account, Reimbursements bank account, and Rewards credits.

Step 3: Click Mappings on the top left of the page.

Step 4: Click Categories to map each Brex category to a Sage Intacct account. Merchants and custom rules are optional.

Step 5: Once you've mapped your categories and created any merchant or custom rules you'd like, click Review & Export to export transaction data from your selected time period as a CSV.

Step 6: Before uploading your CSV to Sage Intacct, you will need to map the IDs exported from Brex to your Sage field IDs.

Note: Expense data from Brex will not automatically be synced with Sage Intacct. You’ll need to download a CSV and then upload it into Sage.

Disconnecting Sage Intacct

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under Sage Intacct.

Step 3: In the top-right corner, click Settings.

Step 4: Click Disconnect on the bottom right. Disconnecting will not remove any mapping rules previously created, in case you’d like to reconnect Sage Intacct with the same sign-in credentials at a later time.

Account admins, card admins, and bookkeepers can integrate their Brex account with Sage Intacct by following the steps below.

Step 1: Ensure that you have full admin access to Sage Intacct.

Step 2: Click your name in the top right of your dashboard and go to Integrations.

Step 3: Click Connect next to Sage Intacct and follow the instructional steps, which you can also find below.

Configuring Web Services

Step 1: Go to Company > Admin > Subscriptions.

Step 2: Scroll down to the bottom of the page and turn on Web Services.

Step 3: On the Sage Intacct home page, click Company > Set Up > Company.

Step 4: Go to the Security tab and click Edit.

Step 5: Scroll down to Web services authorizations and click Add.

Step 6: In the Sender ID field, enter “BrexMPP”. Ensure that the Status is marked Active.

Step 7: Click Save.

Creating a Brex role in Sage Intacct

(This section can be skipped if you plan to assign an admin role to the Web Services User you’ll create in the next section).

Step 1: Create a new role by going to Company > Admin > Roles > Add.

Step 2: Name the new role “Brex role” and Click Save.

Step 3: Find the new Brex role in the Roles table and click Subscriptions.

Step 4: Select the following modules:

  1. Company

  2. Cash Management

  3. General Ledger

  4. Accounts Payable

  5. Accounts Receivable

Step 5: Choose the following permissions for each module:

  1. Company

    1. Departments: List, View

    2. Entities: List, View

    3. Locations: List, View

    4. Class: List, View

    5. Employees: List, View

  2. Cash Management

    1. Credit card accounts: List, View

    2. Credit card transactions: List, View, Add, Edit

  3. General Ledger

    1. Accounts: List, View

  4. Accounts Payable

    1. Vendor: List, View

  5. Accounts Receivable

    1. Customers: List, View

    2. Projects: List, View

Creating a Web Services User

Step 1: Create a new Web Services User by going to Company > Admin > Web Services User > Add.

Step 2: Add values for these fields:

  1. User ID

  2. Last name

  3. First name

  4. Email address

  5. User type (select Business)

  6. Admin privileges (select Off)

Step 3: Under the User entities tab, assign this user the entities you need to access entities you’d like to connect with Brex, and allow top level access.

Step 4: If you have role-based permissions, go to the Roles information tab and assign this web service user the Brex role. Alternatively, an admin role can be assigned to this web service user. If an admin user is selected, update the Admin privileges to FULL.

Step 5: Click Save.

Step 6: If you do not have role-based permissions enabled, then after you click Save, you’ll be prompted to configure this user’s permissions.

See the Creating a Brex role in Sage Intacct section for details on which permissions are needed.

Creating a credit card account in Sage Intacct

Step 1a: Create a new credit card account in Sage Intacct.

Step 1b: Configure an existing credit card account by selecting the entity and clicking Cash Management > Credit Card > Add.

Step 2: The credit card will represent multiple employee cards issued from Brex. Input values for these fields:

  1. ID

  2. Type (select Mastercard)

  3. Account type (select Credit)

  4. Expiration Month (select 1)

  5. Expiration year (select 2033)

  6. Credit Card Offset (select the GL account where you want the liability to be impacted)

  7. Default location (select the entity)

  8. Vendor ID (select Brex)

Step 3: Click Save.

Configure custom field for expense URL links

Step 1: Click Top level and go to Platform Services > Custom fields > Add.

Step 2: Click Credit Card transaction > Next.

Step 3: Select URL and click Next.

Step 4a: Input Label as Brex Expense URL.

Step 4b: Input Field ID as BREX_EXPENSE_URL and click Next.

Step 5: For Deployment Options, click the dropdown under Tab where field appears. Select Transaction and click Done.

Configure custom field for receipt URL links

Step 1: Select Top level. Go to Platform Services > Custom fields > Add.

Step 2: Select Credit Card transaction and click Next.

Step 3: Select URL and click Next.

Step 4a: Input Label as Brex Receipt URL.

Step 4b: Input Field ID as BREX_RECEIPT_URL and click Next.

Step 5: For Deployment Options, click the dropdown under Tab where field appears and select Transaction. Click Done.

Completing the connection

Step 1: If you’ve been following the steps initiated from the Brex Integrations page, you’ll come to a screen asking for your Sage Intacct login details. Enter the username for the Web Services User you created earlier, and the temporary password that you received for this user via email.

Step 2: Select the entity you wish to connect to Brex.

Configuring your Accounting Fields in Brex

Step 1: Go to the Accounting tab in Brex and click Manage Sage Intacct underneath Export settings to configure your accounting fields.

Step 2: Select your account information from the dropdown menus to the right of Accounts payable, Bank account, Reimbursements bank account, and Rewards credits.

Step 3: Back in the Accounting tab, select manage accounting fields and mappings.

Step 4: Click Categories to map each Brex category to a Sage Intacct account. Merchants and custom rules are optional.

Step 5: Once you've mapped your categories and created any merchant or custom rules you'd like, click Accounting and Prepare transactions to export transaction data from your selected time period.

Disconnecting Sage Intacct

Step 1: Click your name in the top right of your dashboard, and go to Integrations.

Step 2: Next to Sage, click the three dots, and choose Disconnect.

Disconnecting will not remove any mapping rules previously created, in case you’d like to reconnect Sage Intacct with the same sign-in credentials at a later time.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->