Brex

Brex is a financial service and technology company that provides business credit cards and cash management accounts primarily for startups and other businesses. It offers features such as high credit limits, no personal guarantee requirements, and rewards tailored to business needs, along with tools for expense tracking and financial management.

Refer to our website for the list of metrics and attributes available in Dataddo.

Refer to Brex's official documentation to see all available endpoints from the Brex API.

Authorize Connection to Brex

In Brex

To authorize your Brex account, you will need an API token.

Sign in to dashboard.brex.com as an account admin .
Create a name for your token that will help you identify it. Choose what level of data access you need for your application; these are the scopes your token will have.

In your Brex account, navigate to the Developer page and continue to the Settings page.
Click on Create Token and name your token for easier identification.
Select your permission scopes.
Create the token and copy the value.

In Dataddo

On the Authorizers page, click on Authorize New Service and select Brex.
Insert the Brex API Key.
Rename your authorizer for easier identification and click on Save.

How to Create a Brex Data Source

On the Sources page, click on the Create Source button.
Select the connector from the list and name your data source.
On the Dataset step, select your dataset.

DATADDO TIP

If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
On the Account step select your authorizer from the drop-down menu.

Didn't find your authorizer?

Click on Add new Account at the bottom of the drop-down and follow the on-screen prompts. You can also go to the Authorizers tab and click on Add New Service.
On the Attributes and Metrics step, select the metrics and attributes you want to extract.
On the Metadata step, select which metadata fields such as extraction time to add to your data.
On the Snapshot step:
1. Configure your sync frequency or click Show advanced settings to set the exact synchronization time.
  
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  To load historical data, refer to the Data Backfilling article.
2. [Optional] Enable the Allow Empty Data Extractions toggle to allow the extraction when no data is available.
In the top-right corner, click Test Data button to preview extracted data. Adjust the date range for specific time frame.
Click on Save and congratulations, your new data source is ready!

Troubleshooting

Data Preview Unavailable

No data preview when you click on Test Data might be caused by an issue with your source configuration. The most common causes are:

Date range: Try a smaller date range. You can load the rest of your data afterward via manual data load.
Insufficient permissions: Please make sure your authorized account has at least admin-level permissions.

Now that you have successfully created a data source, see how you can connect your data to a dashboarding app or a data storage.

Sending Data to Dashboarding Apps

Sending Data to Data Storages

Other Resources