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How do I export my Brex transactions to my active integration?

As an admin or bookkeeper, you are able to export transactions to your active integration by following the steps below:

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

Step 2: Click Manage under the active integration to which you want to export.

Step 3: Click Review & Export in the upper right corner.

Step 4: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached.

Step 5: When you’re ready, enter in a date range and click Export to export all of your company's previously un-exported transactions within the time frame you indicated.

Step 6: Select whether you would like to export directly to your accounting software or export the transactions as a CSV file. Choosing the CSV option will mark these transactions as exported and avoid duplicates the next time you export.

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