Create PEX tags for Blackbaud

PEX Tag manager is your one stop shop to sync Blackbaud fields with PEX tags. Each PEX tag corresponds to a Blackbaud field. The connector can auto pull in your accounts, funds, departments, etc. from Blackbaud, so you don’t have to add them manually in PEX.

Once they’re in PEX, you can easily code/tag transactions before they sync to Blackbaud. They will then sync to Blackbaud with the correct account, fund, department, etc.

1. Log in to http://dashboard.pexcard.com/

2. Go to Business Settings > Tag manager

3. Click Add Tag.

4. Select Dropdown as the type.

5. Enter a name: Expense Account.

6. Optionally, add a description like “Expense Accounts”.

7. Check Enabled to make this tag visible on transactions.

8. Choose whether or not this tag is “Required”. 

   • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
9. Click Save tag to finish.

   • The new tag will appear on the Tag Manager page.

   
10. Create one tag for each Blackbaud field mapped to a PEX tag (like Fund, Department, etc.) following the same steps above.

11. Create one tag for each Blackbaud field mapped to a PEX tag (like Fund, Department, etc.) following the same steps above.

    Once the tags are set up, you will also see them:

    • In the PEX Tag dropdown lists in connector setup steps. 
      
    • On the PEX transaction details screen, so you and your Cardholders can tag transactions. 
      
    • On the PEX reimbursement details screen, so you and your Cardholders can tag reimbursements.   Admin view
      
      Cardholder view