Create PEX tags for GreenSlate

PEX Tag manager is your one stop shop to sync GreenSlate fields with PEX tags. Each PEX tag corresponds to a GreenSlate field. The connector can auto pull in your projects, accounts, episodes, locations, etc. from GreenSlate, 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 GreenSlate. They will then sync to GreenSlate with the correct project, account, episode, location, 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: Account.

6. Optionally, add a description like “GreenSlate Account”.

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 GreenSlate field mapped to a PEX tag (like Episode, Location, etc.) following the same steps above.

    Note:

    If you want to map the Description field to a tag, you must create a Text tag type.

    
11. You will have PEX tags appear in Tag Manager.

    

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

    • In the dropdown lists of the Mappings table so you can do the mapping.

    

    • On the PEX transaction details screen, so you and your Cardholders can tag transactions.