> ## Documentation Index > Fetch the complete documentation index at: https://support.pexcard.com/llms.txt > Use this file to discover all available pages before exploring further. # Connector for Blackbaud (Charge) > Auto-sync purchases, bill payments, fees, rebates, reimbursements and receipt images from PEX into Blackbaud Financial Edge NXT, ensuring your data is clean, accurate and up to date. Map Blackbaud fields such as Account, Class, Project, Grants, etc. to PEX tags. Auto-sync purchases, bill payments, fees, rebates, reimbursements and receipt images from PEX into Blackbaud Financial Edge NXT, ensuring your data is clean, accurate and up to date. Map Blackbaud fields such as Account, Class, Project, Grants, etc. to PEX tags. To configure this integration, you don't even need to wait for your account manager. You can get started right away with just your Blackbaud and PEX credentials. ## Connect from Blackbaud marketplace First, connect your Blackbaud and PEX accounts from the Blackbaud Marketplace. *Note: Only Marketplace admins have permission to connect an application in Blackbaud marketplace.* * Log in to [https://www.blackbaud.com/](https://www.blackbaud.com/) * Navigate to [Marketplace](https://app.blackbaud.com/marketplace) * Type in **PEX** in the search field > hit **Enter** > click on the **PEX tile**. * Click **Connect**. * Click **Connect**. * You will see a success message. ## LINK PEX AND Blackbaud To connect your PEX and your Blackbaud accounts from the PEX Marketplace follow these steps: * Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/) * Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available) * Scroll to locate PEX Connector for Blackbaud. * Click **More info** > **Install** > **Launch**. * Click **Connect** to link your PEX and Blackbaud accounts. * Enter your Blackbaud Email Address and Password. * Click **Sign in**. * Click **Authorize**. Note: To install the connector, you need to enable the following permissions: *Edit business settings & apps*, *Manage cardholder*, *View card transactions*. You can enable them in [My Profile -> Permissions](https://dashboard.pexcard.com/account/permissions). ## PEX SYNC OPTIONS Select what type of transactions to sync: **Purchases**\ Enable this option to allow PEX to import PEX purchases in Blackbaud. You can choose to sync all PEX transactions (regardless of approval status) or just approved ones. For details on transaction review, see our [resource on reviewing transactions](/administrator-guide/how-to-review-transactions-with-receipts-tags-and-user-notes). **Bill Payments**\ Enable this option to have PEX import bill payments to Blackbaud. An example of a bill payment would be an ACH debit from the linked bank account to pay the full statement balance. **Fees**\ Enable this option to have PEX import PEX fees to Blackbaud. **Rebates**\ Enable this option to have PEX import rebates to Blackbaud. This option is available **only** if the "Purchases" toggle is ON. **Reimbursements**\ Enable this option to have PEX import reimbursements to Blackbaud. **Start Date**\ Specify a start date for the sync. * Transactions on and after this date will sync. * Reimbursements with a payment processing date on and after this date will sync. * The end date is optional. * The start date and the end date could facilitate a narrow transaction window which is helpful initially to check the transaction sync. * Start date must be less than 1 year ago. * Leave empty to default 2 months back. * Auto-sync will always process 2 months back. Click **Next**. ## Blackbaud SYNC OPTIONS On this step, select which fields from Blackbaud Financial Edge NXT to sync to PEX as dropdown tags for coding of purchases and reimbursements. Field Column will show all the fields from Blackbaud. You can link each of these fields to an existing PEX tag. If you choose to use PEX tags, you must create them in advance, following the logic described in the [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) article. Syncing tag options should be **on** to import data from Blackbaud. For example, the values for the PEX tag "Department" will be populated with the names of all your departments. Note: Only dropdown tags are supported. Click **Next**. ## Ledger Options Configure how Journal Entries are populated: **Journal**\ Select a GL journal for all PEX transactions. **Periodicity** * Select the Journal Periodicity (Daily, Weekly, Monthly) to create journal entry batches. * Journal batches will be created for the given periodicity containing PEX transactions within that period. * Weekly periodicity will create journal batches with dates only within the month of the weekly period so a journal batch contains data within the same month. Note: * If a journal batch for the given period has been posted, is pending approval, has been approved, or has been deleted. * And there are still new transactions within that period ready to be synced. * Then PEX will create a new journal batch for the same period to sync those transactions to the new batch. Please select accounts for each transaction type: **Source Cash** * Select a GL account (e.g., asset type account that is your cash account) from Blackbaud that represents your business checking account. * Bill payments to PEX will credit this account. **PEX Cash** * Select a GL account (e.g., liability type account) from Blackbaud that represents your PEX business balance. * You can select an existing account or create a new one in Blackbaud before making your selection. * Bill payments to PEX will debit this account. * Purchases in PEX will credit this account. * Fees in PEX will credit this account. * Rebates to PEX will debit this account.\\ **Fees** PEX fee transactions that sync to Blackbaud will *debit* this account. You should select one account of the "Expense" type. You can select an existing account or create a new one in Blackbaud before making your selection. The same account can be used for both purchases and fees. **Purchases** The connector needs to know which expense account to *debit* when syncing purchases. You can select either a static option or PEX tag: * **Static option. Use \ for PEX purchases: \**. All PEX purchases will be recorded against a single GL expense account that you select in the second highlighted field below ("PEX Purchases" in our example). You must select one account of the "Expense" type. You can select an existing account or create a new one in Blackbaud before making your selection. The same account can be used for both purchases and fees. * * PEX purchase transactions that sync to Blackbaud will *debit* the selected expense account ("PEX Purchases" in our example above). * **PEX Tag.** * **Use \ for PEX purchases: \**. Select a PEX tag for expense accounts in the second highlighted field below (Expense Account" in our example). That tag must be created beforehand, following the logic described in the [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) article. * This lets a Blackbaud expense account be dynamic for each purchase. * If you select a PEX tag in the second highlighted field above ("Expense Account" in our example) then you and your cardholders will be able to select one of the expense accounts for each purchase transaction. For that go to the "Transactions" menu -> locate a purchase-> click on it -> select an expense account value ("Advertising" in our example below) of a tag ("Expense Account" in our example below) -> click "Save". Note that you and your cardholders can select one of the tag values for each purchase once you finish the Blackbaud connector setup and sync tag options from Blackbaud to PEX. * The above purchase that syncs to Blackbaud will *debit* the selected expense account ("Advertising" in our example above). * **GL account structure from mappings.** * **Use \ for PEX purchases**. This will sync purchase transactions to Blackbaud with values you define on the next step "Purchase Options". **Rebates**\ PEX rebate transactions that sync to Blackbaud will *credit* this account ("Other Revenue" in our example below). You should select one account of the "Expense" or "Revenue" type. You can select an existing account or create a new one in Blackbaud before making your selection. **Post Date**\ Select what date to use as a post date in Blackbaud: settlement date or a transaction date. This applies to purchases, fees, and rebates. Bill payments use the due date as the post date. **Receipts**\ Select whether you wish to automatically sync receipt images from PEX into Blackbaud. Click **Next**. ## Purchase Options Configure how purchase transactions will populate the journal entries. A given account may have certain fields that are required. You can map the fields from Blackbaud to a static value, a PEX tag, or a text value. If you go with PEX tags then you must create them beforehand following the same logic described in the [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) article. For example, if the "Grants" is one of the fields on your purchase: * Mapping the "Grants" to a **static** value allows you to select one grant ("Helping Hands" in our example below) from Blackbaud, which will then be applied to all PEX purchases. Note that a purchase will not be tagged with this static value. You will not see this static value on the transaction details screen. The static value will be used only when syncing a purchase to Blackbaud. * Mapping the "Grants" to a PEX **tag** ("Grants" in our example below) means that you and your cardholders can select one of the tag values for each purchase. For that go to the "Transactions" menu -> locate a transaction -> click on it -> select a tag value ("Global Grants Program" in our example below) of the "Grants" tag -> click "Save". Note that you and your cardholders can select one of the tag values for each purchase once you finish the Blackbaud connector setup and sync tag options from Blackbaud to PEX. When mapping to a tag, you can also specify a default "Grants" value: for example, Community Development Grant, as highlighted below. Note that a purchase will not be tagged with this default value ("Community Development Grant" in our example) on the purchase details. It means that if you or your cardholders forget to tag a purchase before it is synced to Blackbaud, the default value ("Community Development Grant" in our example) will be applied to this purchase during the sync. If you or your cardholders do tag a purchase with the tag option from the tag chosen in the highlighted field below, that specific purchase will be recorded against the grant ("Global Grants Program" in our example below) you tagged the purchase with. Tags take precedence over default values. * Mapping the "Grants" to a **text** value allows you to specify a custom text value ("General" in the example below), which will then be applied to all PEX purchases. Note that a purchase will not be tagged with this text value. You will not see this text value on the transaction details screen. The text value will be used only when syncing a purchase to Blackbaud. See an example of the credit side configured in the connector (Grants – Static – Helping Hands and other fields), and how it appears in Blackbaud after the purchase sync: The debit side (Grants - Static - Global Grants Program and other fields): The Aggregate Credits toggle at the top right allows the connector to aggregate the credit journal entries into a single entry, thus greatly reducing the amount of entries in the Journal Entry Batch. Some clients only care about the debit side of the General Ledger. Once the Aggregate Credits toggle is enabled, only static or text value can be selected for the credit side fields. Required fields must be mapped in order to continue. Click **Next**.[](/administrator-guide/pex-auto-tagger) ## Bill payments Configure how bill payment transactions will populate the journal entries. A given account may have certain fields that are required. You can map the fields from Blackbaud to a static or text value (bill payments do not have tags). The Aggregate Credits toggle at the top right allows the connector to aggregate the credit journal entries into a single entry, thus greatly reducing the amount of entries in the Journal Entry Batch. Some clients only care about the debit side of the General Ledger. Required fields must be mapped in order to continue. Click **Next**. ## Fee Options Configure how fee transactions will populate the journal entries. A given account may have certain fields that are required. You can map the fields from Blackbaud to a static or text value (fees do not have tags). The Aggregate Credits toggle at the top right allows the connector to aggregate the credit journal entries into a single entry, thus greatly reducing the amount of entries in the Journal Entry Batch. Some clients only care about the debit side of the General Ledger. Required fields must be mapped in order to continue. Click **Next**. ## Rebate Options Configure how rebate transactions will populate the journal entries. A given account may have certain fields that are required. You can map the fields from Blackbaud to a static or text value (rebates do not have tags). The Aggregate Credits toggle at the top right allows the connector to aggregate the credit journal entries into a single entry, thus greatly reducing the amount of entries in the Journal Entry Batch. Some clients only care about the debit side of the General Ledger. Required fields must be mapped in order to continue. Click **Next**. ## Reimbursement Sync Configure the reimbursement sync: **Journal**\ Select a GL journal for all PEX reimbursements. **Periodicity** * Select the Journal Periodicity (Daily, Weekly, Monthly) to create journal entry batches. * Journal batches will be created for the given periodicity containing PEX reimbursements within that period. * Weekly periodicity will create journal batches with dates only within the month of the weekly period so a journal batch contains data within the same month. Note: * If a journal batch for the given period has been posted, is pending approval, has been approved, or has been deleted. * And there are still new reimbursements within that period ready to be synced. * Then PEX will create a new journal batch for the same period to sync those reimbursements to the new batch. Please select accounts: **Source Cash** * Select a GL account (e.g., asset type account that is your cash account) from Blackbaud that represents your business checking account. * Reimbursements will credit this account. **Reimbursements** The connector needs to know which expense account to *debit* when syncing reimbursements. You can select either a static option or PEX tag: * **Static option. Use \ for PEX reimbursements: \**. All PEX reimbursements will be recorded against a single GL expense account that you select in the second highlighted field below ("PEX Reimbursements" in our example). Select one account of the "Expense" type. You can select an existing account or create a new one in Blackbaud before making your selection. * * PEX reimbursements that sync to Blackbaud will *debit* the selected expense account ("PEX Reimbursements" in our example above). * **PEX Tag.** * **Use \ for PEX reimbursements: \**. Select a PEX tag for expense accounts in the second highlighted field below ("Expense Account" in our example). That tag must be created beforehand, following the logic described in the [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) article. * This lets a Blackbaud expense account be dynamic for each reimbursement. * If you select a PEX tag in the second highlighted field above ("Expense Account" in our example) then you and your cardholders will be able to select one of the expense accounts for each reimbursement. **Admin view**\ For that go to the "Requests" menu -> select "Reimbursements" -> select any request -> select an expense account value ("Supplies" in our example below) of a tag ("Expense Account" in our example below). **Cardholder view**\ For that cardholders go to the "Requests" menu -> select "Reimbursements" -> click "New reimbursement" -> select an expense account value ("Supplies" in our example below) of a tag ("Expense Account" in our example below). Note that you and your cardholders can select one of the tag values for each reimbursement once you finish the Blackbaud connector setup and sync tag options from Blackbaud to PEX. * The above reimbursement that syncs to Blackbaud will *debit* the selected expense account ("Supplies" in our example above). * **GL account structure from mappings.** * **Use \ for PEX reimbursements**. This will sync reimbursements to Blackbaud with values you define on the next step "Reimbursement Options". **Receipts**\ Select whether you wish to automatically sync receipts from PEX reimbursements to Blackbaud. Click **Next**. ## Reimbursement Options Configure how reimbursements will populate the journal entries. A given account may have certain fields that are required. You can map the fields from Blackbaud to a static value, a PEX tag, or a text value. If you go with PEX tags then you must create them beforehand following the same logic described in the [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) article. For example, if the "Grants" is one of the fields on your reimbursement: * Mapping the "Grants" to a **static** value allows you to select one grant ("Helping Hands" in our example below) from Blackbaud, which will then be applied to all PEX reimbursements. Note that a reimbursement will not be tagged with this static value. You will not see this static value on the reimbursement details screen. The static value will be used only when syncing a reimbursement to Blackbaud. * Mapping the "Grants" to a PEX **tag** ("Grants" in our example below) means that you and your cardholders can select one of the tag values for each reimbursement.\\ **Admin view**\ For that go to the "Requests" menu -> select "Reimbursements" -> select any request -> select an expense account value ("Global Grants Program" in our example below) of a tag ("Grants" in our example below). **Cardholder view**\ For that cardholders go to the "Requests" menu -> select "Reimbursements" -> click "New reimbursement" -> select an expense account value ("Global Grants Program" in our example below) of a tag ("Grants" in our example below). Note that you and your cardholders can select one of the tag values for each reimbursement once you finish the Blackbaud connector setup and sync tag options from Blackbaud to PEX. When you or your cardholders tag a reimbursement with a tag option ("Global Grants Program" in the example above), that reimbursement will be recorded under the Global Grants Program grant in Blackbaud after syncing. * Mapping the "Grants" to a **text** value allows you to specify a custom text value ("General" in the example below), which will then be applied to all PEX reimbursements. Note that a reimbursement will not be tagged with this text value. You will not see this text value on the reimbursement details screen. The text value will be used only when syncing a reimbursement to Blackbaud. See an example of the credit side configured in the connector (Grants – Static – Helping Hands and other fields), and how it appears in Blackbaud after the reimbursement sync: The debit side (Grants - Static - Global Grants Program and other fields): The Aggregate Credits toggle at the top right allows the connector to aggregate the credit journal entries into a single entry, thus greatly reducing the amount of entries in the Journal Entry Batch. Some clients only care about the debit side of the General Ledger. Once the Aggregate Credits toggle is enabled, only static or text value can be selected for the credit side fields. Required fields must be mapped in order to continue. Click **Save**. ## Manage Connector On the "Manage" tab you can: * View/Edit configuration setting. * View/Refresh Sync history. * Trigger Sync manually: * From PEX to Blackbaud (transactions) * From Blackbaud to PEX (tag option values) * Enable/disable auto-sync. * Enabled: Transactions sync automatically every 24 hours. * Disabled: Transactions will not sync automatically. * Disconnect from your Blackbaud account. Clicking on the Fields or Transactions count in the Sync History grid will open a modal with further details of the synced/failed data. image.png image.png **Auto-sync**\ Auto-sync will always process transactions based on the start date specified on the **PEX Sync Options** step, with a maximum limit of 2 months back from today. If there is no start date specified on the **PEX Sync Options** step then auto-sync will sync transactions up to 2 months back from today. **Manual sync**\ Manual sync will process transactions based on the start date specified on the **PEX Sync Options** step, with a limit of 1 year back from today. If there is no start date specified on the **PEX Sync Options** step then manual sync will process transactions only up to 2 months back from today. ## AUTO TAGGER The Auto Tagger app is a great complement to Blackbaud. It allows you to create rules that auto-tag purchases. [Learn more.](/administrator-guide/pex-auto-tagger) ## View Transactions in Blackbaud Log into Blackbaud account and navigate to *General ledger -> Journal entry ->* *-> click on the batch ID* to view synced transactions. ## View reimbursements in Blackbaud Log into Blackbaud account and navigate to *General ledger -> Journal entry ->* *-> click on the batch ID* to view synced reimbursements. ## How does data flow between PEX and Blackbaud? If everything is configured correctly and transactions are tagged, PEX will sync the following data points to Blackbaud: * Merchant name * Transaction date and time * Debit account * Attachments \-------------------------------------------------------------------------------------------------------------------------------- * Project * Transaction amount * Batch # * Custom fields * Journal * Credit account * Credit side: * Class * Project * Grants * Spendable/Non-Spendable * Testing * Expense Category * Employee * Location * Debit side: * Class * Grants * Spendable/Non-Spendable * Testing * Expense Category * Employee * Location\\ ## FAQ **Can I combine manual tag options creation and automatic tag options sync from Blackbaud to PEX?**\ We strongly recommend using automatic sync of tag options from Blackbaud to PEX. This will keep your PEX tags and Blackbaud fields in sync. For more information, check out the support article [Create PEX tags for Blackbaud](/administrator-guide/create-pex-tags-for-blackbaud) to add tags and test tag options. Once added, enable "Sync" for fields on the "Blackbaud Sync Options" step (as shown in the example below). **Can PEX automatically disable Account and Project tag options?**\ Yes. If you select "Prevent data entry" for an account or project in your Blackbaud account, its tag option in PEX will be disabled after the next sync of options from Blackbaud to PEX. **Can transactions be automatically tagged?**\ Yes. PEX Auto Tagger offers a solution. It allows you to create rules that auto-tag purchases. [Learn more.](/administrator-guide/pex-auto-tagger) **Do pending transactions get synced?**\ No. Only transactions in settled status get synced to your account. If you see a "Pending" label next to the merchant name as shown on the screen below, then the transaction is still in the pending status. image.png **Will a previously synced purchase transaction re-sync to my Blackbaud account if I change its status (Rejected -> Approved), re-tag or add another receipt?**\ To re-sync an already synced purchase transaction, you need to: 1. Remove the "Synced purchase \ by PEX Connector for Blackbaud: Batch \" note from the purchase in PEX. 2. Delete the transaction (credit and debit lines) from the journal entry batch in Blackbaud. * If the Aggregate credits toggle is enabled, subtract the debit amount of the deleted purchase from the aggregated credit amount. **Why do I have a duplicate purchase transaction synced?**\ To avoid duplicate purchase transactions, make sure that: * The "Synced purchase \ by PEX Connector for Blackbaud. Batch \" note is **not** edited or deleted from a transaction. * Journal entry batch in your Blackbaud account is **not** deleted. * "**PEX**" is **not** edited or removed from the journal entry batch in your Blackbaud account. * Transaction ID in the journal reference is **not** edited or deleted. **Why do I have a duplicate bill payment/fee/rebate transaction synced?**\ To avoid duplicate bill payment/fee/rebate transactions, make sure that: * Journal entry batch in your Blackbaud account is **not** deleted. * "**PEX**" is **not** edited or removed from the journal entry batch in your Blackbaud account. * Transaction ID in the journal reference is **not** edited or deleted. **Why do I have a duplicate reimbursement synced?**\ To avoid duplicate reimbursements, make sure that: * Journal entry batch in your Blackbaud account is **not** deleted. * "**PEX**" is **not** edited or removed from the journal entry batch in your Blackbaud account. * Reimbursement ID in the journal reference is **not** edited or deleted. **Why hasn't my transaction synced to the correct journal entry batch?**\ The reason might be the following: * If a journal batch for the given period has been posted, approved, or deleted. * And there are still new transactions within that period ready to be synced. * Then PEX will create a new journal batch for the same period to sync those transactions to the new batch. **Can I detect why my transaction hasn't synced on my own?**\ Yes, you can. The Transactions column in the **Sync History** table shows how many of your transactions synced versus those that didn’t. Click on those numbers (screenshot below) to prompt a popup. image.png In the popup, you can read the error message in the Message column, understand the issue, and fix it on your own. image.png **How can I fix the error "Post Date must be in a valid fiscal period"?**\ For example, if your transaction occurred on Aug 31, settled on Sept 2, and the connector attempted to sync it on Sept 2, but the August period was already closed, the connector can't sync purchases to a closed period. To fix this error: * Reopen the August period (refer to this Blackbaud article: [https://kb.blackbaud.com/knowledgebase/Article/37830](https://kb.blackbaud.com/knowledgebase/Article/37830)). * Perform a manual sync by clicking the "Sync" button. image.png **How can I sync the description/notes to Blackbaud?** *1. Create Text Tag in PEX* * Go to [*Business Settings → Workflows* *→ Tag manager*](https://dashboard.pexcard.com/business-settings/workflows/tags) → *Add Tag* * Select *Text* * Configure: * Name: *Description* or *Notes* * Check *Enabled* (and *Required* if desired) * Set Min: *5*, Max: *200* characters * Validation: *None* * Click *Save* *2. Create Custom Field in Blackbaud* * Go to *Settings* → *Fields and tables* * Click *Add* ** * Configure: * Name: *Description* or *Notes* * Subledger: *General ledger* * Displays on record type: *Transaction* * Check *One per record* * Input type: *Text* * Click *Save* ** * To verify: go to *General Ledger* → *Journal entries* → click *Add* → click *Add regular batch* → click *Add row* → click *Select custom fields* → click *Add custom field* *3. Map Tag to Field in PEX* * Go to *[Apps → Available](https://dashboard.pexcard.com/apps/available)* → Launch PEX Connector for Blackbaud * Go to *6. Purchase Options* * Scroll down to the debit section (“Purchases will debit this account”). * Find your custom field under Fields * Enable the mapping toggle * Type: *Tag* * Value: Select your tag (Description or Notes) * Click *Next* → *Save* *4. Tag your purchases with the Description/Notes tag, and the value will sync to Blackbaud.* **Didn’t find the answer you were looking for?** Check out our [Accounting Software Connector Troubleshooting](/administrator-guide/accounting-software-connector-troubleshooting) article. ## SUPPORT & INQUIRIES For any feature requests or support questions please email [appsupport+blackbaud@pexcard.com](mailto:appsupport+blackbaud@pexcard.com)