> ## 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.

# 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

<Steps>
  <Step>
    [Sign in](https://airtable.com/login) your Airtable Account.
  </Step>

  <Step>
    Add a base. The Airtable table will be automatically created in the base.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-1.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=a768cdfbea5955260cc83a0bbd19ebee" alt="image.png" width="569" height="256" data-path="images/administrator-guide/pex-connector-for-airtable/image-1.png" />
    </Frame>
  </Step>

  <Step>
    Name the base and the table.
  </Step>
</Steps>

## 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>
  **Note:**

  Column headers should be named exactly the same because the sync is case-sensitive.
</Note>

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

<Frame>
  <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-2.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=8924b3c4ba4c956e42bd0087fc429b1b" alt="image.png" width="1899" height="228" data-path="images/administrator-guide/pex-connector-for-airtable/image-2.png" />
</Frame>

## Accessing App

To access the app:

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

  <Step>
    Navigate to Apps on the left side of your PEX menu.
  </Step>

  <Step>
    Select the "**Available**" tab.
  </Step>

  <Step>
    Scroll to locate PEX Connector for Airtable.
  </Step>

  <Step>
    Click "**More info**" on the tile.
  </Step>

  <Step>
    Click "**Install**".
  </Step>

  <Step>
    Click "**Launch**".
  </Step>
</Steps>

<Note>
  **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](https://dashboard.pexcard.com/account/permissions?utm_source=support).
</Note>

## Initializing App

Once the app has launched, follow the steps:

<Steps>
  <Step>
    Click "**Connect**" to link your PEX account to your Airtable account.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-3.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=176df1e7be026df93a25a37010fdac3a" alt="image.png" width="1572" height="500" data-path="images/administrator-guide/pex-connector-for-airtable/image-3.png" />
    </Frame>
  </Step>

  <Step>
    Enter your Access token and Table URL.

    * To create a token:
      * Go to [https://airtable.com/create/tokens/new](https://airtable.com/create/tokens/new)
        * Name a token.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-4.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=017517ba2ad4cfe620ec84b794fad220" alt="image.png" width="1087" height="314" data-path="images/administrator-guide/pex-connector-for-airtable/image-4.png" />
    </Frame>

    * Click "**+ Add a scope**".
    * Select two permissions: *data.records:read*, *data.records:write*

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-5.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=c7e4434c39af708947a1a248b4867b90" alt="image.png" width="1064" height="395" data-path="images/administrator-guide/pex-connector-for-airtable/image-5.png" />
    </Frame>

    * Click "**+ Add a base**" and select the table you created to sync transactions to.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-6.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=d40a1a7287fc158672dd224cb26ba975" alt="image.png" width="633" height="587" data-path="images/administrator-guide/pex-connector-for-airtable/image-6.png" />
    </Frame>

    * Click "**Create token**".
    * Click on the "**Copy**" icon.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-7.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=f01fbd4d968f1935bb7f5fe4cd27884a" alt="image.png" width="583" height="350" data-path="images/administrator-guide/pex-connector-for-airtable/image-7.png" />
    </Frame>

    * Paste the copied token into the **Access Token** field.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-8.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=44d5c8e0cbe68c1e139fb4969a6a0fb5" alt="image.png" width="1019" height="449" data-path="images/administrator-guide/pex-connector-for-airtable/image-8.png" />
    </Frame>

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

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-9.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=f4f41643581559d71f1b3546137053c6" alt="image.png" width="1508" height="161" data-path="images/administrator-guide/pex-connector-for-airtable/image-9.png" />
    </Frame>

    * Paste the copied link into the **Table URL** field.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-10.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=92f009c187a0ab4fd8bff6f8a015475f" alt="image.png" width="996" height="437" data-path="images/administrator-guide/pex-connector-for-airtable/image-10.png" />
    </Frame>
  </Step>

  <Step>
    Click "**Connect**".
  </Step>

  <Step>
    Once connected, you will see a valid connection status.

    <Frame>
      <img src="https://mintcdn.com/pextest/xypx-ybj5g7dsVoG/images/administrator-guide/pex-connector-for-airtable/image-11.png?fit=max&auto=format&n=xypx-ybj5g7dsVoG&q=85&s=31146c293943586b7c5e6d2fcb6fcf07" alt="image.png" width="1573" height="491" data-path="images/administrator-guide/pex-connector-for-airtable/image-11.png" />
    </Frame>
  </Step>
</Steps>

## Using App

To view your synced transactions:

<Steps>
  <Step>
    [Sign in](https://airtable.com/login) your Airtable Account.
  </Step>

  <Step>
    Locate your Airtable base and table that you sync transactions to.
  </Step>

  <Step>
    Click on it.
  </Step>

  <Step>
    View your synced settled transactions.
  </Step>
</Steps>

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

<Note>
  **Note:**

  The PEX Connector syncs:

  1. Only settled transactions.
  2. No past transactions.
</Note>

## 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](https://www.pexcard.com/legal/privacy-policy/?utm_source=support).

## Support & Inquiries

For any questions related to your connector, please email [appsupport+airtable@pexcard.com](mailto:appsupport+airtable@pexcard.com)