> ## 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 Exporter for ACS Technologies

> Convert PEX transactions into an ACS Technologies Realm–compatible format for faster expense reporting. For nonprofits and religious organizations that use Realm for accounting.

## Access app

To access the app:

* Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support)
* Go to [Apps → Available](https://dashboard.pexcard.com/apps/available?utm_source=support)
* Locate **PEX Exporter for ACST**.
* Click **More info**, then **Install**, then **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>

## Configure app

Once the app has launched, you will be directed to set up the app.

<Steps>
  <Step>
    Select the earliest transaction date using the date picker (up to 1 year ago).
  </Step>

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

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-221.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=dee7d0509f7735cdd4bef0b8b8e0b2e5" alt="" width="742" height="332" data-path="images/administrator-guide/image-221.avif" />
    </Frame>
  </Step>

  <Step>
    You will be presented the option to sync Purchases, Transfers, and/or Fees.
  </Step>

  <Step>
    Select the toggle to activate Purchases, which will update the toggle from grey to green.

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-222.webp?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=b41ab401f190b78adf7d771dd1c4244c" alt="" width="303" height="61" data-path="images/administrator-guide/image-222.webp" />
    </Frame>
  </Step>

  <Step>
    Select if you would like to Export All transactions or only Approved transactions from the dropdown.

    <Note>
      **Note:**

      It's recommend to select Approved transactions only.
    </Note>

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-223.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=97bd34137dd09eb482de3ddad532ca71" alt="" width="547" height="42" data-path="images/administrator-guide/image-223.avif" />
    </Frame>
  </Step>

  <Step>
    Begin mapping PURCHASES for each of the fields. All required fields denoted with \* will be enabled by default. The **Target field** maps to Realm. The **Source** options include Text, Tag, and Transaction. The **Source value** will change based on the **Source** option selected. All options included as a default can be updated based on your preferences.

    <Note>
      **Note:**

      *Custom Account Segments are used as additional categories within Realm. Examples include 01 General Fund - 5000 Core Account Food - 01 Children's Department. Additionally, Tags selected are based on your business' active PEX tags. To manage tags, navigate to Business settings > Tag manager.*
    </Note>

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-224.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=22dc8ce0bbb007209ee6fddda897d74a" alt="" width="1518" height="641" data-path="images/administrator-guide/image-224.avif" />
    </Frame>
  </Step>

  <Step>
    If you would like to map TRANSFERS, follow the step for each of the fields. All required fields denoted with \* will be enabled by default. The **Target field** maps to Realm. The **Source** options include Text, Tag, and Transaction. The **Source value** will change based on the **Source** option selected. All options included as a default can be updated based on your preferences.

    <Note>
      **Note:**

      *Account No.* is the bank account your business uses to fund transactions.
    </Note>

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-225.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=e2fcf917d651aee3159fc4c21ddcc9a3" alt="" width="1522" height="644" data-path="images/administrator-guide/image-225.avif" />
    </Frame>
  </Step>

  <Step>
    If you would like to map FEES, follow the step for each of the fields. All required fields denoted with \* will be enabled by default. The **Target field** maps to Realm. The **Source** options include Text, Tag, and Transaction. The **Source value** will change based on the **Source** option selected. All options included as a default can be updated based on your preferences.

    <Note>
      **Note:**

      *Account No.* is the bank account where you pay FEES for the PEX platform.
    </Note>

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-226.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=7d5c71d992e8d6ff9f53185852c2a4c8" alt="" width="1525" height="643" data-path="images/administrator-guide/image-226.avif" />
    </Frame>
  </Step>

  <Step>
    Once all required fields are populated, press 'Submit'.

    <Columns cols={4}>
      <Frame>
        <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-227.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=4dad5b86e9dd09981589d8459fd56bdd" alt="" width="96" height="63" data-path="images/administrator-guide/image-227.avif" />
      </Frame>
    </Columns>
  </Step>
</Steps>

## Schedule export

*One time sync:* To run a one time report, select a date and time to run the report and press 'Save'.

<Frame>
  <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-228.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=c33f436e32628c6229e6a6e9c653c213" alt="" width="496" height="192" data-path="images/administrator-guide/image-228.avif" />
</Frame>

*Recurring sync:* To run this report on a recurring basis, select the frequency and end date for the scheduled report.

<Frame>
  <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-229.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=da0847b9b3bedd07d304e3d9b971303c" alt="" width="580" height="85" data-path="images/administrator-guide/image-229.avif" />
</Frame>

*Run Now:* Coming soon you'll have the ability to run this instantly.

## 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. The Action tab will have a download button once the transactions can be downloaded (see below). If you selected a small date range with a low number of transactions, the download should be ready in less than a minute. If the date range contains a large number of transactions, it may take a few minutes to populate. Simply refresh the screen to get the latest update.

<Note>
  **Note:**

  if you selected *Approved* transactions only on the Configure screen, only approved transactions will be visible.
</Note>

<Frame>
  <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-230.avif?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=c6606e19b588a71e46c7f163b0644b8b" alt="" width="700" height="100" data-path="images/administrator-guide/image-230.avif" />
</Frame>

## FAQ

<AccordionGroup>
  <Accordion title="What type of files are supported?">
    The PEX Exporter for ACS Technologies supports .CSV and .XLS
  </Accordion>

  <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 ACS Technologies" note. If you remove this note, the purchase will be re-exported.
  </Accordion>
</AccordionGroup>

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