Integration
Connect with Brex
Brex connects to Euphoria to sync transactions, contacts and documents automatically. Keep every record in one place and stop entering the same data twice.
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Step 1: Access Your Brex Account
If your company doesn't use Brex yet, apply on the Brex website and complete onboarding. Once approved, log in to your Brex dashboard as an admin.
Step 2: Generate a Brex API Token
In Brex, open Developer settings and create a new user token. Give it read access to transactions, cards and receipts, then copy the token before you close the settings window.
Step 3: Connect Brex in Euphoria
Head to Settings in Euphoria, select Integrations and choose Brex. Paste the API token, confirm the connection and Euphoria will begin importing your recent card transactions.
Step 4: Map Cards, Merchants & Categories
Link each Brex card and cardholder to the correct employee in Euphoria, then map merchant categories to your expense accounts. Receipts and memos travel with each transaction, so approvals and month-end close move much faster for the team.
Step 5: Test the Integration
Make a small purchase on a Brex card or use a recent transaction and run a manual sync. Confirm the cardholder, merchant, category and receipt all show up correctly in Euphoria.
Step 6: Additional Configuration (If Applicable)
Pick a sync frequency, choose which entities or cards to include and set spending alerts for your finance team. You can revoke the token in Brex at any time to stop syncing.
