Native Integration Setup
Last updated May 10, 2024
Introduction:
Integrating your accounting, HR, and other business tools directly with Brex can simplify data management and streamline workflows. This guide will help you set up native integrations to automate financial processes and improve efficiency.
Steps for Native Integration Setup:
- Access the Integrations Section:
- Log into your Brex account and navigate to the "Settings" or "Admin" section.
- Locate and click on the "Integrations" option to explore the available native integrations.
- Select the Desired Integration:
- Browse the list of native integrations, such as QuickBooks, NetSuite, Xero, or Slack.
- Click on the desired tool to start the connection process.
- Authorize Access Permissions:
- Follow the prompts to grant Brex the necessary permissions to access your selected tool.
- You may need to log into the external platform and approve the connection manually.
- Map Data Fields:
- Once connected, map the data fields between Brex and the integrated tool.
- Ensure that expense categories, accounts, and user details align correctly for seamless data synchronization.
- Configure Custom Rules:
- Set up custom rules for data transfer, such as categorizing transactions automatically or triggering alerts for specific activities.
- Test the rules to verify that they function as expected.
- Enable Automatic Syncing:
- Activate automatic syncing to keep data up-to-date in both Brex and the integrated tool.
- Determine an appropriate sync frequency based on your company's financial management needs.
- Monitor and Review:
- Monitor the integration periodically to ensure consistent data transfer.
- Review the integration settings to adapt to changing business requirements or tool updates.
By following these steps, you can effectively set up native integrations that will enhance data flow and improve your financial management.
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