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

Setup in Sage Intacct

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

Step 2: Turn on Web-Based Services by going to Company > Admin > Subscriptions.

Create a Web Service User to link a company to Brex in Sage Intacct

Step 3: Go to Company > Admin > Web Services User > Add.

Step 4: 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

7. Select Full
   

Step 5: Under  User Entities, assign the relevant entities to the user for which access is required and allow top level access.

If you do not use role-based permissions, skip to Step 10.

Step 6: If you have role-based permissions, go to Roles Information and assign this web service user the Administration role.

Step 7: Click Save and you’ll soon receive a temporary password from Sage Intacct. Head to Step 12.

Step 8: Click Save. Enable Cash Management, General Ledger, and Accounts Receivable modules.

Step 9: Click on each Application/Module and select All at the top right.

Step 10: Some modules have an additional Reports permission section. Select All for Reports as well.

Step 11: Save your changes. You’ll then receive a temporary password from Sage Intacct to enter in your Brex dashboard.

Add Brex’s Sender ID (BrexMPP) to the allowed list

Step 12: On the Sage Intacct home page, click Company > Set Up > Company.

Step 13: From the Security tab, click edit.

Step 14: Under Web services authorizations, click Add.

Step 15: In the Sender ID field, enter “BrexMPP”.

Step 16: Click Save.

Setup in Brex

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

Step 2: Click Connect under Sage Intacct.

Note: Please ensure that you're not already integrated with another accounting software. To disconnect from your previous software, please see How do I disable my existing integration and set up a new one?.

Step 3: Enter the Sage Intacct sign-in credentials you received by email and select an entity to link (if you have multiple).

Step 4: Return to the Brex dashboard and select your account information from the dropdown menus to the right of Accounts payable, Bank account, and Rewards credits.

Step 5: Click Mapping on the top left of the page.

Step 6: Click Categories to map each Brex category to a Sage Intacct account. Merchants and custom rules are optional.

Step 7: 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, which can then be imported into Sage Intacct.

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.