Connect PEX and OneDrive
To connect your PEX and OneDrive from the PEX Marketplace follow these steps:Log in to http://dashboard.pexcard.com/
Navigate to Apps > Available
Note:To install the connector, you need to enable the following permissions: Edit business settings & apps, Manage cardholder, View card transactions. You can enable them in My Profile -> Permissions.
Configure settings
Fill in following options:
- Purchase Receipts. Select “Approved” or “All” transactions (“Approved” is recommended).
- Start Date. This is the date to start syncing from.
- End Date. This is the final date of sync.
- Path Template. Customize how you would like your receipts to be displayed within your OneDrive folder. Click the arrow on the right side to select one of the different file options.
- Automatic Sync. Enable this to sync receipts every hour.
FAQ
What happens/shows up if all of your Approved Transactions are synced over but you're missing a transaction that turns out to be unapproved?
What happens/shows up if all of your Approved Transactions are synced over but you're missing a transaction that turns out to be unapproved?
On the history tab, there is a view of all receipts “total” and the total number that have been synced “processed”.
How often does it sync if you don't enable the auto sync to sync hourly?
How often does it sync if you don't enable the auto sync to sync hourly?
It will sync every time you click the “Sync Receipts” button.
What do the permissions mean when connecting to OneDrive?
What do the permissions mean when connecting to OneDrive?
Default OpenId scopes:
openid- The app receives a unique identifier for the user.profile- Allows the app to see your users’ basic info (name, picture, user name).email- Allows the app to see your users’ primary email address.
offline_access- Allows the app to store and refresh its tokens used for API access.
User.Read- Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. It also allows the app to read basic company information of signed-in users.Files.ReadWrite.AppFolder- Allows the app to read, create, update, and delete files in the application’s folder. The user’s other files and folders are never accessed by the application.
What does each status mean in the top right bar on the Manage page?
What does each status mean in the top right bar on the Manage page?
- Idle - PEX is not actively syncing to OneDrive (ad hoc syncs only)
- Pending - PEX is connecting to sync automatically (each hour) to OneDrive
- Syncing - PEX is syncing automatically (each hour) to OneDrive
Are there any limitations for the start date?
Are there any limitations for the start date?
The Start Date is max 1 year in the past.
Does the sync end date have any limitations if an Admin wants to sync back only, say, a specific period of time in the past?
Does the sync end date have any limitations if an Admin wants to sync back only, say, a specific period of time in the past?
The only limitation is up to 1 year in the past. The user could do however June 15 - December 15 2024 if they wanted to (assuming today is June 15, 2025).
Where does the Path Template come from?
Where does the Path Template come from?
We’ve incorporated feedback to come up with the most common types of configurations. Let us know if you have another preferred way to store receipts and we can update accordingly.
How do I re-download receipts?
How do I re-download receipts?
Previously synced receipts will not re-download if the file is already present in the PEX Receipts file hierarchy or if it has a sync note from being previously downloaded.
What does the Disconnect button do?
What does the Disconnect button do?