Expensify Integration

The Expensify integration pulls Credit Card Expense information ONLY

Required Information for Expensify Integration

Partner User ID and Partner User Secret

Where do I find these?

  1. Login to your Expensify account as an admin
  2. Go to https://www.expensify.com/tools/integrations/
  3. A pair of credentials: partnerUserId and partnerUserSecret will be generated and shown on the page.
  4. Copy and paste these values into the SaaS Manager application. 

*Unless otherwise specified, all authorizing accounts must have admin-level permissions to grant accesses to read users and activities. If specific permissions are required, they will be recorded in these notes*