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How to Install PEX Batch Funding

1
Log in to your PEX account dashboard.pexcard.com and navigate to ‘Apps’ section on the left-hand side menu.
2
Click on the ‘Available’ tab.
3
Look for ‘Batch Funding’ and click on ‘More Information’ at the bottom of the app card.
4
Click ‘Install’ to install the app on your PEX account. The Connector is web-based, so you do not need to download anything.
5
Once installed successfully, click on ‘Launch’ option to launch the app.
Note:To install the app, you need to enable the following permission: Edit business settings & apps. You can enable it in My Profile -> Permissions.
Once the app is installed, you can access it in the future via the ‘Installed’ section on the Apps page. Click the button ‘Launch’ to access the app.
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Summary Section

The summary displays the following information:
  • PEX Account Name: the ‘business name’. A hover over the info icon displays the full un-trimmed name and also account id (useful for support).
  • Account Status: the current business account status.
  • Account Balance: the current business account balance.
  • Pending Funding: the sum of all pending funding amounts of cardholders.
  • Available Funding: the current amount available to use for funding cardholders. This is the ‘Account Balance’ minus the sum of all ‘Pending Funding’.

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How to Batch Fund Cards

There are two ways to batch fund cards:
  • Filling out Cardholders table
  • Filling out a csv file

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Filling out Cardholders table

  • Populate the ‘Funding Amount’ column with the amount you want to fund the card with for each cardholder. The ‘Ending Balance’ column amount will automatically adjust and show you the value. This will be the amount of the card after it gets funded with the amount you enter in the ‘Funding Amount’ column.
    • Optionally you can populate the ‘Ending Balance’ column. This entered amount will be the balance of the card i.e. card will be funded by the difference of card available balance and the ending balance amount entered by you. The ‘Funding Amount’ column amount will automatically adjust and show you the value.
      • You can defund a card if you input a negative value in the ‘Funding Amount’ column. Though, the ‘Ending Balance’ column value cannot be negative.
  • Click on the ‘Fund’ button, and then ‘Fund Pending’.
You can see if the funding was successful in the ‘Funding Status’ column. You can also:
  • Refresh the Cardholders list by clicking ‘Refresh’.
  • Sort any table column values in ascending/descending order.
  • Filter any column by the item you need.
  • Display all or specific columns by clicking ‘Manage Columns’ -> checking the ones you need.

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Filling out a csv file

1
Click on Export and Export all.
  • Optionally, you can select few cards only and click on Export selected. This would include only selected cards in the CSV file as opposed to including all the cards from the business.
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2
CSV file with all cardholders will get downloaded onto your system.
3
Open the CSV file.
4
Populate the ‘Funding Amount’ column with the amount you want to fund the card with for each cardholder.
  • Optionally you can populate the ‘Ending Balance’ column. This entered amount will be the balance of the card i.e. card will be funded by the difference of card available balance and the ending balance amount entered in CSV.
    • If both Funding Amount and Ending Balance is populated, Funding Amount is used by the app.
    • You can defund a card if you input a negative value in the ‘Funding Amount’ column. Though, the ‘Ending Balance’ column value cannot be negative.
5
Save the CSV file.
6
Click on the ‘Import’ button.
7
Select the CSV file you have just saved.
8
Click on the ‘Open’ button.
9
Click on the ‘Fund’ button, and then ‘Fund Pending’.
The app will show the notification at the top when funding is successful or if there are some errors.
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Frequently Asked Questions

You can defund a card if you input a negative value in the ‘Funding Amount’ column. Please note, the ‘Ending Balance’ column value cannot be negative.
The download option prepopulates the CSV file. The minimum information needed is the Account ID and Ending Balance OR Funding Amount.
Last modified on April 22, 2026