Brex Setup Guide Lite

Follow our setup guide to connect Brex to Fivetran.

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Prerequisites

To connect Brex to Fivetran, you need a account with Administrator role.

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Setup instructions

Find API token

1. Log in to your .

2. Go to Settings > Developer, then click Create Token.

3. Enter a Token Name.

4. Select all the Read scopes, then click Create Token.

5. Click Allow Access.

6. Make a note of the API token. You will need it to configure Fivetran.

Finish Fivetran configuration

1. In the , enter your chosen Destination schema name.

2. In the Base URL drop-down menu, select your environment type.

   NOTE: The default environment is PRODUCTION. Select STAGING for specific tests and approval processes.

3. Enter the API token you found in .

4. Click Save & Test. Fivetran will take it from here and sync your Brex data.

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