Brex Setup Guide Lite
Follow our setup guide to connect Brex to Fivetran.
Prerequisites
To connect Brex to Fivetran, you need a Brex account with Administrator role.
Setup instructions
Find API token
Log in to your Brex account.
Go to Settings > Developer, then click Create Token.
Enter a Token Name.
Select all the Read scopes, then click Create Token.
Click Allow Access.
Make a note of the API token. You will need it to configure Fivetran.
Finish Fivetran configuration
In the connector setup form, enter your chosen Destination schema name.
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.
Enter the API token you found in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Brex data.
Related articles
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