Overview
Expensify is a tool that allows you to manage travel and work expenses within an organisation. The Expensify connector allows you to analyse both expenses and reimbursements.
1. Create a new Data Source by using one of these methods:
You will now see the New Connection lightbox.
Left Side Navigation | Top Right (with Left Side Nav enabled) |
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Toolbar | Admin Console |
2. Select the Expensify connector to set up your data source.
3. Fill in the details required by the connector. In this example, you will need to complete the Name and Description.
This should describe the specific connection, rather than the connector, as you can use the Expensify connector multiple times.
4. Complete the Connection Details. Each connector will have different requirements that will need to be completed in order to successfully access your data.
5. From here you will need to provide the Partner User ID and Partner User Secret details for the account you wish to use.
If you don't have the details required, you can locate them here.
6. From here you have a range of options available to you:
Your connection is now complete.