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DATABASICS integrates with PEX Card to download Credit Card Transactions to apply to expense reports.

Prerequisites

To configure PEX integration with DATABASICS, you need the following items:

  • You would need to be a PEX Customer

  • You would need to have admin login to PEX create a new administrator and name it "databasicsintegration" or "db_integration" or something like that which will help them control the level of access which will be granted to DATABASICS. They can then control the permissions on that user to ensure that even if you somehow get a hold of that account (which you won't) you will only have the permissions granted to that user.


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