Universal CSV integration guide


Brex’s Universal CSV exporting lets you create fields and field values within Brex that can be leveraged for mapping purposes — including GL account, department, class, vendor, project, etc. You can then export transactions into a CSV file and import them into your accounting software.

Benefits

When a direct integration to your accounting software is not available, Universal CSV integration makes it easy for account and card admins to create custom fields and add values to those fields to mimic your chart of accounts. Custom fields can be leveraged in a series of mapping rules to auto categorize all transactions in the Brex dashboard — saving hours of manual labor each month. These transactions can then be exported to a CSV file with each custom field as its own column that can then be imported to your accounting software.

Connecting your ERP

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

Step 2: Under Accounting, click Connect.

Step 3: Click Add your accounting fields to add GL accounts.

Step 4: Upload your GL accounts by CSV, or enter GL accounts manually.

  • If uploading by CSV, please ensure you download a CSV template, paste in your GL accounts, and upload the completed CSV.

  • To enter manually, copy and paste, or type your GL accounts with new lines between them.

Step 5: After GL accounts are uploaded, click Continue, and confirm your GL accounts. You can add and make any edits to GL accounts from here. Select Create your GL accounts to continue.

  • You can add or edit GL accounts at any time.

Step 6: Click finish and you’ll be brought to the accounting tab.

Step 7: To add other fields, go to Accounting, click on Manage accounting fields, and finally select New Custom Field.

Step 8:, Enter your preferred field name and select your field type:

  • List allows you to enter a list of values that will appear in a dropdown.

  • Checkbox will allow users to select Yes or No.

  • Freeform allows users to type up to 1,000 characters in the field.

Step 9: If you selected List, enter the values that you want to appear in the dropdown for this field, each on its own line.

CX - Accounting Fields 03

Step 10: Select whether you’d like to allow employees to see and edit this field on their expenses.

Step 11: Click Create field.

This field can now be leveraged when creating your series of mapping rules in the Mappings tab and when creating a Custom rule. You can also edit this field or add values to fields at any time by selecting the field in the Accounts fields tab.


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