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Integration Service user guide

Last updated Mar 25, 2025

Expensify authentication

Prerequisites

To create a connection, you need the following credentials:

  • Partner User ID
  • Partner User Secret

Retrieve your credentials

To generate the required credentials, follow the steps described in the Expensify authentication documentation.

Add the Expensify connection

  1. Select Integration Service from Automation CloudTM.

  2. From the Connectors list, select Expensify. You can also use the search bar to narrow down the connector.

  3. Select the Connect to Expensify button.
  4. You are redirected to the login page where you have to provide your Partner User ID and your Partner User Secret.



  5. Select Connect.

  6. Your connection has been added.

For more details, visit the Expensify documentation.

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