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Integration Service User Guide

Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Dec 18, 2024

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.

  • Prerequisites
  • Retrieve your credentials
  • Add the Expensify connection

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