Expensify

To connect with Expensify you will need to enter your partnerUserID and partnerUserSecret.

These are available by logging in to Expensify and going to this page:

https://www.expensify.com/tools/integrations/

Importing users

Expensify's API does not support exporting users and roles. You can manually add these to Trelica.

To export a CSV of users go to Settings in Expensify, choose a policy, choose People, go to the Policy Members section and click Export to CSV:

In Trelica, go to the Users tab for Expensify and import:

Expensify

Importing users

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