Expensify

Expensify is an online expense management service helps to track expenses, submit expense reports, pay bills, generate invoices, collect payments, track mileage, plan trips, and get the best business credit card.

Pricing: Pricing is based on plan, number of users and features

Integration Information

Data Collected

  • Members: email, role (Admin, User)
  • Usage:
    • Number of users

Connection details

Instructions

Get API Credentials

  1. Login to Expensify ( https://www.expensify.com/signin )
  2. Go to https://www.expensify.com/tools/integrations/
  3. Copy the partnerUserID and partnerUserSecret. Remember these values, as these values will be needed to integrate Expensify with LeanIX SMP.

Configure Expensify integration in LeanIX SMP

  1. Log into LeanIX SMP and navigate to Expensify settings (https://us-si.leanix.net/#/service/Expensify/settings/ or https://eu-si.leanix.net/#/service/Expensify/settings/)
  2. Click on the Integrate button and fill out the form with appropriate credentials from step 1.4:
    1. Partner User ID
    2. Partner User Secret
  3. Click Integrate

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