PEX Connector for Airtable

The PEX Connector for Airtable allows Admins to sync settled PEX transactions to Airtable. You should create the Airtable table beforehand in your Airtable account.

Creating Airtable Table

1. Sign in your Airtable Account.

2. Add a base. The Airtable table will be automatically created in the base.

   
3. Name the base and the table.

Airtable Table Format

In order to sync transaction data from PEX, the Airtable table should have the following columns and strictly adhere to the below listed data format.

Note:

Column headers should be named exactly the same because the sync is case-sensitive.

Columns	Data type
Transaction ID	Number Format: Decimal places (0) Allow negative numbers OFF
Merchant ID	Single line text
MCC	Single line text
Merchant Name	Single line text
Transaction Time (EST)	Date Date format: ISO Include time ON Time format: 12 hour Use the same time zone for all collaborators OFF Display time zone OFF
Settlement Time (EST)	Date Date format: ISO Include time ON Time format: 12 hour Use the same time zone for all collaborators OFF Display time zone OFF
Cardholder ID	Number Format: Decimal places (0) Allow negative numbers OFF
Cardholder Name	Single line text
Card Number	Single line text
Description	Single line text
Amount	Currency Currency symbol: $<br />Precision:$1.00 Allow negative numbers ON
Cardholder Group	Single line text

Accessing App

To access the app:

1. Log in to your account dashboard.pexcard.com

2. Navigate to Apps on the left side of your PEX menu.

3. Select the “Available” tab.

4. Scroll to locate PEX Connector for Airtable.

5. Click “More info” on the tile.

6. Click “Install”.

7. Click “Launch”.

Note:

To install the app, you need to enable the following permissions: Edit business settings & apps, View card transactions. You can enable them in My Profile -> Permissions.

Initializing App

Once the app has launched, follow the steps:

1. Click “Connect” to link your PEX account to your Airtable account.

   
2. Enter your Access token and Table URL.

   • To create a token:
     • Go to https://airtable.com/create/tokens/new
       • Name a token.

   

   • Click ”+ Add a scope”.
   • Select two permissions: data.records:read, data.records:write

   

   • Click ”+ Add a base” and select the table you created to sync transactions to.

   

   • Click “Create token”.
   • Click on the “Copy” icon.

   

   • Paste the copied token into the Access Token field.

   

   • Open your the table you created to sync transactions to.
   • Copy its link.

   

   • Paste the copied link into the Table URL field.

   
3. Click “Connect”.

4. Once connected, you will see a valid connection status.

   

Using App

To view your synced transactions:

1. Sign in your Airtable Account.

2. Locate your Airtable base and table that you sync transactions to.

3. Click on it.

4. View your synced settled transactions.

When a new transaction is settled, its record will appear in your Airtable Table as a new row.

Note:

The PEX Connector syncs:

1. Only settled transactions.
2. No past transactions.

How PEX shares data with Airtable

Connecting PEX to your Airtable account is required to sync transaction data into your Airtable table. The PEX Connector for Airtable will only read and write data to your linked Airtable table. For more information on the PEX Privacy Policy, please navigate here.

Support & Inquiries

For any questions related to your connector, please email [e-mail]