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Accessing the app

Log on to your PEX account on dashboard.pexcard.com.
1
Log on to your PEX account on dashboard.pexcard.com.
2
Navigate to the “Apps” section in the left-hand side menu.
3
Click on “Available” at the top.
4
Find the “PEX Exporter for Microsoft Dynamics” app.
5
Click on “More info” at the bottom of the app tile.
6
Click on the “Install” button at the bottom to install the app.
7
Once installed, click on the “Launch” button, which will launch/open the app.
Note:
  1. You do not need to download any file to install an app. The exporter is web-based.
  2. In order to see the application, you need to be an Admin with ViewCardUsage and Edit Business Profile permissions.

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Configuration

1. Select the earliest transaction date. The exporter will pick transactions that are settled on and after this date.
2. There are three settings corresponding to three types of transactions on the PEX platform:
  • Sync Purchases includes your PEX card purchases made at the merchant.
  • Sync Bill Payments includes PEX Charge Card balance pay off.
  • Sync Fees includes PEX account fees if any.
Enable the desired type of transaction(s) and set up the configuration for each type of transaction. Once the app has launched, you will be directed to set-up the app.

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Configure Purchase/Bill Payment/Fee Transactions

You are presented with the option to sync Purchases, Bill Payments, and/or Fees. Let’s start with Purchases. Turn the toggle ON the Sync Purchases and select if you want to export “all” or only “approved” transactions. The table represents the configuration for each column in the file:
  • Enabled. This option controls if the corresponding Target field will be included in the file. If turned OFF, the Target field will be excluded from the file and if turned ON, the Target field will be included. All required fields denoted with * will be enabled by default.
  • Target field. These are the name of the columns in the file.
  • Source. Select which data shall be populated in the Target field. The source can be:
    • Transaction means that data from transactions will be used, e.g. amount and date may be mapped with the transaction.
      • Text means that you select to populate the target field with the Text that is entered in the source column.
      • Tag means that you select to populate the data from the tag value. Tags selected are based on your business’ active PEX tags. To manage tags, navigate to Business settings > Tag manager.
  • Source value. Depending on the selected Source, you can select/enter the source value.
Note:All options included as a default can be updated based on your preferences.
Repeat the setup in the same way for Bill Payments and Fees. Once all required fields are populated, press “Submit”.
Note:
  1. When configuring bill payments, Account No. is the bank account your business uses to pay PEX Charge Card bill payments.
  2. When configuring fees, Account No. is the bank account from which you pay fees for the PEX platform. Tags selected are based on your business’ active PEX tags. To manage tags, navigate to Business settings > Tag manager.

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Schedule

A schedule can be created specifying the Schedule date and Schedule time on which the file will be generated. The schedule can be made recurring by turning on the Repeat toggle switch. Once the Schedule is saved, you will see a list of your saved schedules. Options in the “Action” column will allow you to run ad-hoc reports or delete the schedule.

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History

When the export file is run now or per the set schedule, the file will be available to download in the History section. The History tab shows you a list of prior exports including the date range selected, status, # transactions found, # transactions eligible, and # transactions exported. The Action tab will have a download button once the transactions can be downloaded (see below). If you selected a small date range with a low number of transactions, the download should be ready in less than a minute. If the date range contains a large number of transactions, it may take a few minutes to populate. Simply refresh the screen to get the latest update.
Note:If you selected Approved transactions only on the Configure screen, only approved transactions will be v**isible.

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FAQ

The PEX Exporter for Microsoft Dynamics supports .CSV and .XLS
At this time, split tags are not supported.
Every exported purchase has a “Synced to PEX Connector for Microsoft Dynamics” note. If you remove this note, the purchase will be re-exported.For any questions, please email dynamics@pexcard.com
Last modified on April 22, 2026