> ## 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.

# Exporter for Parish Soft

> With PEX it's easier than ever to reconcile your company expenses with your accounting platform of choice. Set-up typically takes 10-15 minutes and you can schedule automatic exports on a daily, weekly or monthly basis.

## 1. Upload Your Chart of Accounts

Begin by uploading your Parish Soft Chart of Accounts into the Tag Manager in PEX. More details [here](/administrator-guide/create-tags-for-exporter-app).

Once your Chart of Accounts is in PEX, let's access the app:

<Steps>
  <Step>
    Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support)
  </Step>

  <Step>
    Navigate to [Apps > Available](https://dashboard.pexcard.com/apps/available?utm_source=support)
  </Step>

  <Step>
    Locate **Exporter for Parish Soft**.
  </Step>

  <Step>
    Click **More info** > **Install** > **Launch**.

    <Note>
      **Note:**

      To install the exporter, 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?utm_source=support).
    </Note>
  </Step>
</Steps>

### Configure format, timezone and dates

After the app launches:

<Steps>
  <Step>
    Select your report format: CSV or XLSX.
  </Step>

  <Step>
    Select your preferred timezone.
  </Step>

  <Step>
    Select the earliest transaction date you want to export to Parish Soft using the date picker (up to 1 year ago).

    * You can leave it empty to default 1 year ago.
  </Step>

  <Step>
    Enter an end date or leave it blank.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/pextest/9XINAnc7afkjSphA/images/api-&-integration/image-1.png?fit=max&auto=format&n=9XINAnc7afkjSphA&q=85&s=6a360f806a6d17b282a8c8097306a3fc" alt="" width="931" height="233" data-path="images/api-&-integration/image-1.png" />
</Frame>

## 2. Configure Purchases

You can export purchases to Parish Soft.

<Steps>
  <Step>
    Enable "Export purchases?" to successfully export PEX purchases, which will update the toggle from grey to green.
  </Step>

  <Step>
    Choose to sync all PEX purchases (regardless of approval status) or just approved (recommended).
  </Step>
</Steps>

Now map purchase data to Parish Soft fields.

<Steps>
  <Step>
    There is a set of standard fields: Account, Amount, Date, Notes, Merchant.

    * The PEX source and PEX value are prepopulated for you but you can update them if needed.
    * We recommend mapping the Account field to the PEX source Tag. This enables the expense account to be dynamic for each purchase. In the PEX value column, select a tag that you previously created by following the instructions in the [Create Tags for Exporter app](/administrator-guide/create-tags-for-exporter-app) article.
  </Step>

  <Step>
    Rename fields to make them have the same names as in Parish Soft.

    * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
  </Step>

  <Step>
    Add a new field(s).

    * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/pextest/sGzkH61PrAt6Yo6H/images/api-&-integration/image-2.png?fit=max&auto=format&n=sGzkH61PrAt6Yo6H&q=85&s=c12fb0824258dd221433039c33a643fb" alt="" width="1494" height="563" data-path="images/api-&-integration/image-2.png" />
</Frame>

### Add a new field

To add a field that you have in Parish Soft:

* Click **Add a new field**.

  <Frame>
    <img src="https://mintcdn.com/pextest/uCSQ9yXeTyRSlT2V/images/api-&-integration/image-3.png?fit=max&auto=format&n=uCSQ9yXeTyRSlT2V&q=85&s=6b1e5e3398d6de6a4e8490c36eec2e5d" alt="" width="1479" height="180" data-path="images/api-&-integration/image-3.png" />
  </Frame>

* Add a field name.

* Add a **PEX source**.
  * It can be Text, Tag, or Transaction.

* Add a **PEX value** for a new field.
  * The **PEX value** will change based on the **PEX source** selected.

Also, you can:

* Remove any field that you don't need.
  * As soon as you remove a field in one section, it is auto removed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
* Reorder fields.
  * As soon as you reorder fields in one section, they are reordered in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

## 3. Configure Transfers/Bill Payments

You can export transfers (if your business is prepaid) or bill payments (if your business is credit) to Parish Soft.

* Enable "Export transfers?/Export bill payments?" to successfully export PEX transfers/bill payments, which will update the toggle from grey to green.

Now map transfer/bill payment data to Parish Soft fields.

* There is a set of standard fields: Account, Amount, Date, Notes, Merchant.
  * The PEX source and PEX value are prepopulated for you but you can update them if needed.
* Rename fields to make them have the same names as in Parish Soft.
  * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
* Add a new field(s).
  * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

<Frame>
  <img src="https://mintcdn.com/pextest/uCSQ9yXeTyRSlT2V/images/api-&-integration/image-4.png?fit=max&auto=format&n=uCSQ9yXeTyRSlT2V&q=85&s=ee905854158f18aa5785b2bcd3dec01d" alt="" width="1482" height="505" data-path="images/api-&-integration/image-4.png" />
</Frame>

### Add a new field

To add a field that you have in Parish Soft:

* Click **Add a new field.**

<Frame>
  <img src="https://mintcdn.com/pextest/uCSQ9yXeTyRSlT2V/images/api-&-integration/image-5.png?fit=max&auto=format&n=uCSQ9yXeTyRSlT2V&q=85&s=808c81f42bae351e49c8b70bf66c9c0e" alt="" width="1481" height="172" data-path="images/api-&-integration/image-5.png" />
</Frame>

* Add a field name.
* Add a **PEX source**.
  * It can be Text, Tag, or Transaction.
* Add a **PEX value** for a new field.
  * The **PEX value** will change based on the **PEX source** selected.

Also, you can:

* Remove any field that you don't need.
  * As soon as you remove a field in one section, it is auto removed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
* Reorder fields.
  * As soon as you reorder fields in one section, they are reordered in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

## 4. Configure Fees

You can export fees to Parish Soft.

* Enable "Export fees?" to successfully export PEX fees, which will update the toggle from grey to green.

Now map fee data to Parish Soft fields.

* There is a set of standard fields: Account, Amount, Date, Notes, Merchant.
  * The PEX source and PEX value are prepopulated for you but you can update them if needed.
* Rename fields to make them have the same names as in Parish Soft.
  * As soon as you rename a field in one section, it is auto renamed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
* Add a new field(s).
  * As soon as you add a new field (e.g., Class), it (Class) appears in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

<Frame>
  <img src="https://mintcdn.com/pextest/uCSQ9yXeTyRSlT2V/images/api-&-integration/image-6.png?fit=max&auto=format&n=uCSQ9yXeTyRSlT2V&q=85&s=e8392b755231c290840511cd6aec0361" alt="" width="1485" height="496" data-path="images/api-&-integration/image-6.png" />
</Frame>

### Add a new field

To add a field that you have in Parish Soft:

* Click **Add a new field**.

  <Frame>
    <img src="https://mintcdn.com/pextest/uCSQ9yXeTyRSlT2V/images/api-&-integration/image-7.png?fit=max&auto=format&n=uCSQ9yXeTyRSlT2V&q=85&s=d2f94290f72ca2f04804b146fb7c3b03" alt="" width="1473" height="107" data-path="images/api-&-integration/image-7.png" />
  </Frame>
* Add a field name.
* Add a **PEX source**.
  * It can be Text, Tag, or Transaction.
* Add a **PEX value** for a new field.
  * The **PEX value** will change based on the **PEX source** selected.

Also, you can:

* Remove any field that you don't need.
  * As soon as you remove a field in one section, it is auto removed in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).
* Reorder fields.
  * As soon as you reorder fields in one section, they are reordered in **all** sections (Export purchases?, Export transfers?, Export bill payments?, Export fees?).

### Save configuration

When you configured everything, click **Save** to save your configuration.

## 5. Export transactions

To export transactions, click on the **Schedule** tab. There are three options:

* *Run Now:* To run the export now, click **Run now**.

  <Frame>
    <img src="https://mintcdn.com/pextest/5M5H0750exoVVyVM/images/api-&-integration/image-8.png?fit=max&auto=format&n=5M5H0750exoVVyVM&q=85&s=508ed46bc7178d615184fc9913c9c816" alt="" width="522" height="313" data-path="images/api-&-integration/image-8.png" />
  </Frame>

* *One time scheduled export:* To schedule a one time export, select a date and time and click **Save**.

  <Frame>
    <img src="https://mintcdn.com/pextest/5M5H0750exoVVyVM/images/api-&-integration/image-9.png?fit=max&auto=format&n=5M5H0750exoVVyVM&q=85&s=da963fee215c6339fd37166e865f238f" alt="" width="525" height="343" data-path="images/api-&-integration/image-9.png" />
  </Frame>

* *Recurring export:* To run this export on a recurring basis:

  * Select a date and time.
  * Enable the Repeat toggle.
  * Select the frequency.
  * Select end date for the schedule.
  * Click **Save**.

  <Frame>
    <img src="https://mintcdn.com/pextest/9XINAnc7afkjSphA/images/api-&-integration/image-10.png?fit=max&auto=format&n=9XINAnc7afkjSphA&q=85&s=10386acd5ed54b6349b4e9e1d3bebe06" alt="" width="592" height="346" data-path="images/api-&-integration/image-10.png" />
  </Frame>

### View History

The History tab shows you a list of prior exports including the date range selected, status, # transactions found, # transactions eligible, and # transactions exported.

<Frame>
  <img src="https://mintcdn.com/pextest/9XINAnc7afkjSphA/images/api-&-integration/image-11.png?fit=max&auto=format&n=9XINAnc7afkjSphA&q=85&s=09687e5c0304a76142d238e2c892517a" alt="" width="1514" height="271" data-path="images/api-&-integration/image-11.png" />
</Frame>

If you configured the app to export only approved transactions, # transactions eligible can differ from # transactions found. For example, you have 60 transactions found, but only 45 of them are approved and therefore only 45 are eligible for export.

<Frame>
  <img src="https://mintcdn.com/pextest/9XINAnc7afkjSphA/images/api-&-integration/image-12.png?fit=max&auto=format&n=9XINAnc7afkjSphA&q=85&s=6aacbf665e7068e5a291142f462cf695" alt="" width="1500" height="106" data-path="images/api-&-integration/image-12.png" />
</Frame>

### Download Export File

You will see a **Download** button in the Action column on the History tab once the export file can be downloaded. Click **Download** to download the file.

* If you selected a small date range with a low number of transactions, the export file should be ready for download in less than a minute. If the date range contains a large number of transactions, it may take a few minutes. Simply **refresh** the screen to get the latest update.

  <Frame>
    <img src="https://mintcdn.com/pextest/9XINAnc7afkjSphA/images/api-&-integration/image-13.png?fit=max&auto=format&n=9XINAnc7afkjSphA&q=85&s=be87a17405be3364287a632311e3f342" alt="" width="1502" height="219" data-path="images/api-&-integration/image-13.png" />
  </Frame>

## 6. Import to Parish Soft

Log in to your Parish Soft account and follow the steps to import the downloaded export file into your system.

### Export Receipts

The Exporter for Parish Soft cannot export receipts to Parish Soft. But you can export receipts from PEX using the following apps:

* [Google Drive](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/connector-for-google-drive).
* [Microsoft OneDrive](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/pex-connector-for-onedrive).
* [Envelope PDF](https://dashboard.pexcard.com/apps/available?utm_source=support). More details [here](/administrator-guide/expense-envelopes-for-admin).

## FAQ

<AccordionGroup>
  <Accordion title="Are split tags supported for the export?">
    At this time, split tags are not supported.
  </Accordion>

  <Accordion title="Can I re-export a purchase?">
    Every exported purchase has a "Synced to PEX Connector for Parish Soft" note. If you remove this note, the purchase will be re-exported.
  </Accordion>
</AccordionGroup>

For any questions, please email [appsupport+parishsoft@pexcard.com](mailto:appsupport+parishsoft@pexcard.com).