Integrating Expensify
Capabilities
DataGrail's Expensify integration provides the following capabilities:
| Product | Capability |
|---|---|
| Live Data Map | System Detection |
Before You Start
To successfully configure this integration, please ensure you have sufficient privileges:
- DataGrail User Role: Super Admin, Connections Manager
- Expensify User Role: Admin
Generate API Credentials
- Log in to Expensify.
- Navigate to the Expensify Integrations page.
- Setup the Expensify Integration Server, if it has not already been configured.
- Regenerate your Partner User Secret.
- Copy your Partner User ID and Partner User Secret and store them in a secure, temporary location.
Connect to DataGrail
- In DataGrail, navigate to Integrations and select Configure New Integration to search for Expensify.
- Enter the Partner User ID and Partner User Secret.
- Select Configure Integration.
Next Steps
Now that you've successfully connected the integration, check out the following resources:
- Direct Contact Integrations
- Learn more about Live Data Map
- Live Data Map - System Inventory
- Inventory System Reports Overview
Troubleshooting
If you are unable to successfully connect the integration, review these common troubleshooting steps:
Ensure Required Permissions Are Granted on API Keys/Resources
DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.
Review Required Account Types and User Roles
If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.
See Before You Start to review these requirements.
Technical Details
The Expensify integration uses the Expensify Integration Server.API Documentation
Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.
Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.