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Setting up tags within PEX

Tags are essential for the PEX Connector for Procore. Set up at least one tag with a temporary value before you configure the Procore connector. You can set up up to three tags: Projects, Cost codes, and Cost types.

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Projects tag

1
Go to Business settings > Tag Manager.
2
Click Add Tag.
3
Set Name to Procore Projects.
4
Add a Description such as “Project names”.
5
(Optional) Select Required if cardholders must use this tag on every transaction.
6
Choose Dropdown as the Type.
7
Click Add a new option and enter Test for both Display as and Option value.
Note:After the connector is configured, Procore will supply real project values. Tag Manager still needs at least one option to save the tag—use Test as a placeholder for now.
8
Ensure Enabled is selected.
9
Click Save tag.

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Cost codes tag

1
Go to Business settings > Tag Manager.
2
Click Add Tag.
3
Set Name to Procore Cost Codes.
4
(Optional) Add a Description such as “Cost codes”.
5
Select Required — cost codes are required for this integration.
6
Choose Dropdown as the Type.
7
Click Add a new option and enter Test for both Display as and Option value.
Note:After the connector is configured, Procore will sync cost code options. You need a temporary option (e.g. Test) to save the tag initially.
8
Ensure Enabled is selected.
9
Click Save tag.

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Cost types tag

1
Go to Business settings > Tag Manager.
2
Click Add Tag.
3
Set Name to Procore Cost Types.
4
(Optional) Add a Description such as “Cost types”.
5
Select Required — cost types are required for this integration.
6
Choose Dropdown as the Type.
7
Click Add a new option and enter Test for both Display as and Option value.
Note:After the connector is configured, Procore will sync cost type options. You need a temporary option (e.g. Test) to save the tag initially.
8
Ensure Enabled is selected.
9
Click Save tag.
After tags are set up, they appear on the PEX transaction details screen. Cardholders and administrators can use them to categorize each transaction.
Note:Once the Procore connector is configured, Display as and Option value for these tags are populated automatically from Procore.

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Configuring the PEX Connector for Procore

For steps to configure the connector, see PEX Connector for Procore.
Last modified on April 23, 2026