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Set up a connection to Expensify

API guide link: integrations.expensify.com/Integration-Server/doc/

Link to authentication page: integrations.expensify.com/Integration-Server/doc/#authentication

expensify.png
  1. Name: Required: Name the connection.

  2. Connection type: Required: The form will automatically select Expensify.

  3. Partner User ID: Required: Enter the partner user ID. Use the following steps to get a partner user ID:

    1. Create an Expensify account at www.expensify.com/.

    2. Navigate to www.expensify.com/tools/integrations/. Two credentials (PartnerUserID and PartnerUserSecret) generate and display on the page.

    3. Store the PartnerUserID and PartnerUserSecret you’re given for future use.

  4. Partner User Secret: Required: Enter the partner user secret. Use the following steps to get a partner user secret:

    1. Create an Expensify account at www.expensify.com/.

    2. Navigate to www.expensify.com/tools/integrations/.

    3. Two credentials (PartnerUserID and PartnerUserSecret) generate and display on the page.

    4. Store the PartnerUserID and PartnerUserSecret for future use.

  5. Borrow concurrency from (optional): Select another connection from the list....

NOTE: Selecting another app changes form...

  • Concurrency level (optional): Up to 25 allowed....

Read more about this connector: