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To configure PEX integration with DATABASICS, you need Admin login to PEX, where you must:
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. DATABASICS does not need to know the credentials you use, but your login (see 2. below) authenticates your intent to pass transactions to DATABASICS.
If desired, a separate administrator profile, named "databasicsintegration" or "db_integration" or similar
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can be created to control permissions you want to grant the user in the interface: for the purposes of the transaction load PEX restricts access on the token level (see 3. below).
Next Steps
DATABASICS Support will send you a URL link to click on and it will redirect you to PEX login page. Once you click on the URL link that is provided by DATABASICS Support. The link will redirect you link you will be redirected to the PEX OAuth URL.
PEX will present the login form prompting you to enter in your PEX credentials as stated outlined in the Prerequisites section, above.
Upon entering your credentials, PEX will authenticate the user, and determine what features they are authorizing your application to access.
authorize the transaction load.
You must click “ALLOW” . This will give DATABASICS access to the listed features in order for PEX to provision a token to your app.
This will give DATABASICS access to the features listed. You will get a message along the lines of “Thank you for using DATABASICS” once you click allow, to confirm your selection.Let Inform DATABASICS know once this is done. once you receive confirmation.
We will have our services team confirm they have the token and we are able to access the PEX Transaction data.
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