DATABASICS integrates with PEX Card to download Card Transactions to apply to expense reports.
Prerequisites
To configure PEX integration with DATABASICS, you need Admin login to PEX. DATABASICS does not need to know the credentials you use, but your login (see below) authenticates your intent to pass transactions to DATABASICS.
If desired, a separate administrator profile, named "databasicsintegration" or "db_integration" or similar 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.
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 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 in the Prerequisites section, above. Upon entering your credentials, PEX will authenticate the user, and 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. You will get a message along the lines of “Thank you for using DATABASICS” once you click allow.
Let DATABASICS know once this is done. We will have our services team confirm they have the token and we are able to access the PEX Transaction data.