Skip to main content
Raw data only. Brex lands as warehouse tables. It is not modeled in sm_transformed_v2, dashboards, or Uni yet.
Brex is your card and cash product. SourceMedium reads card and configured cash transactions into BigQuery.
You connect data sources yourself in SourceMedium. Sign in to your SourceMedium account, open your store, then in the Data sources section click Connect data source and choose the platform. You need an Editor or Admin role on the store. If you have view-only access, ask an admin or editor on your team to connect it.Once it is connected, what happens next covers first-sync timing and what each connection status means.

​
How to connect

1

Create a Brex API token

In Brex, create an API token with read access to cards and transactions.
2

Add the token in SourceMedium

Find Brex in the connector picker, paste the token, and select cash accounts to sync.
SourceMedium only ever reads from your connected platforms. It does not create, change, or delete anything, so create the key with read-only access wherever the platform offers it. Treat it like a password: keep it confidential and avoid sharing it over email or in spreadsheets. If the credential is rotated or revoked, follow this guide’s connection method to update SourceMedium.

​
What data syncs

Card records, card transactions, and cash transactions for selected accounts.

​
Notes

  • Query the warehouse directly until transformed finance models exist.