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:

Was this article helpful?

0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.