Drivetrain Knowledge Hub
  • Getting started
    • Start here
      • Navigating Drivetrain
      • Key terms & concepts
    • Reports
      • Interacting with reports
      • Creating a report
      • Collaborating on a report
    • Data
      • Connecting data sources
      • Explore your datasets
      • Transforming and enriching data
    • Metrics
      • Metric Builder overview
      • Creating a metric from a dataset
      • Creating a metric using formula
      • Adding dimensions
    • Models
  • Modeling
    • Models page overview
    • Creating a model
    • Formatting a variable
    • Adding plan/forecast numbers to a variable
    • Lists overview
    • Adding dimensions to a model
    • Saving and managing versions
    • Creating and comparing scenarios
    • Setting up reconciliation workflows
    • Collaborating on models (commenting)
    • More model elements
    • Practical example
  • Formulas
    • Formulas in Drivetrain
      • Referencing metrics in formulas
      • Operators
      • Functions
        • ABS
        • AND
        • AVERAGE
        • BLANK
        • BOMONTH
        • CEIL
        • COLLAPSE
        • CONCAT
        • DATE
        • DATEADD
        • DATEDIFF
        • DATEVALUE
        • DAY
        • DAYSINMONTH
        • EOMONTH
        • EQUALS (or EQ)
        • EVEN
        • FINANCIALYEARSTARTMONTH
        • FLOOR
        • FORECAST
        • IF
        • ISBLANK
        • LAST ACTUALS DATE
        • LOOKUP
        • LOWER
        • MAX
        • MID
        • MIN
        • MOD
        • MONTH
        • NETWORKDAYS
        • NOT
        • ODD
        • OR
        • PERIOD
        • PRORATA
        • QUARTERTODATE
        • ROUND
        • ROUNDDOWN
        • ROUNDUP
        • SLN
        • SUM
        • SUMMARIZE
        • THIS MONTH
        • TODAY
        • VALUE
        • UPPER
        • YEAR
        • YEARTODATE
  • User Administration and Access
    • Access control & permissions
      • Creating a user
      • Creating and managing roles
      • Understanding permissions in roles
      • Reviewing user permissions
    • Data masking
  • Data Governance
    • How Drivetrain ensures data quality
  • Integration guide
    • Integrate with Drivetrain
  • 📡Extending Drivetrain
    • Drivetrain API
      • Get metric list API
      • Get metric data API
    • Export to data warehouses
      • Export to BigQuery
    • Google Sheets add-on
    • Integration for Slack
Powered by GitBook
  1. Integration guide
  2. Integrate with Drivetrain
  3. Others

Integrating with Brex

Last updated 8 months ago

Was this helpful?

Prerequisites

To connect Brex to Drivetrain, you need:

  • An active Brex admin account.

Brex Setup

Drivetrain uses user/API token to pull data from Brex into Drivetrain’s data warehouse. To generate an API token, please follow the following steps:

Generate a user token

  1. Log into the your Brex account.

  2. Go to Settings > Developer, then click Create Token.

  3. Enter "Drivetrain Integration" as the Token Name.

  4. Select the necessary data you want to pull into drivetrain and provide Read permission.

  1. After selecting Create token, click Allow Access in the below window.

  1. Once your token is created, store the token in a secure location. You won’t be able to access the token again.

That’s it! Share your user token with your customer success manager so they can get started!

Prerequisites
Brex Setup
Generate a user token
Page cover image