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Set up a connection to Expensify

Expensify is an expense management platform that helps businesses and individuals track receipts, automate expense reporting, and streamline reimbursements and accounting workflows.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Partner user ID * 

Enter your Expensify partner user ID.

dataLoad.svg​​ How to retrieve the partner user ID

Partner user secret * 

Enter your Expensify partner user secret.

Multiple layers of protection, including AES 256 encryption, are in place to keep your access secret safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

dataLoad.svg​​ How to retrieve the partner user secret

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see the Custom auth universal connector documentation.

How to retrieve the partner user ID and secret

  1. Sign in to your Expensify account.

  2. Navigate to Integrations.

  3. Copy the Partner user ID.

  4. Copy the Partner user secret.