We have added integration that sends FW Project Names to a Tag Group in Expensify and sends the Expensify expenses back to the tagged Project in FW.
- An Expensify account
- An Expensify Group Policy
To set it up > Go to the FW Server screen > Setup > Users > Expensify Connector
To connect FW and Expensify, you need to enter the Expensify API credentials.
You need to add the PartnerUserID and PartnerUserSecret.
Access to these API credentials can also be retrieved using the instructions from this link:
Authentication: https://integrations.expensify.com/Integration-Server/doc/ If you already have an expensify account, follow the instruction under the Authentication Header from step 2 to generate the PartnerUserID and PartnerUserSecret.
When following the link in the above document, the Expensify API Credentials will show up like this:
We have pre-loaded the required Server URL default (https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations), which SHOULD NOT be changed, even if the Expensify API credentials page says something different (you will likely see this link on the credentials page: https://integrations.expensify.com, DO NOT USE IT)
Once you've added the API credentials, you will also need to select if you are using Multi-Level Tags in Expensify and if the Total $ Value of the expense to be pushed to the FW Expense is Buy, Sell, or both (or none).
Type the name of the Tag Group you have set up for Projects in Expensify.
Run the 'Test Connection / Set Policy' to select the Expensify Policy and to make sure the connection works.
When the test has successfully been established, FW will ask you to select the Policy Name. When selected, 2 additional buttons will appear, you let you Sync the Project to Expensify and to Sync the Approved Expenses from Expensify to the FW Projects.
After the initial sync, you will be able to set the sync intervals from the FW Toolbox > Server Setup > Expensify Connector:
Please contact firstname.lastname@example.org with any questions.