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:
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:
Please sign in to leave a comment.