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 Brex 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

The integration will initially be enabled by your dedicated Brex representative (RM, CSM, Empower Consultant, or Integrations Specialist) so please contact them to initiate the process.

Once enabled, follow the steps below.

Step 1: Navigate to Integrations > Manage under Custom accounting.

Step 2: Click Accounting fields > New custom field.

Step 3: 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.

CX - Accounting Fields 02

Step 4: 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 5: Select whether you’d like to allow employees to see and edit this field on their expenses.

Step 6: 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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