Availability

✅ General availability. The Expensify integration is available to all ConductorOne users.

Capabilities

• Sync user identities from Expensify to ConductorOne

• Resources supported:

  • Policies

Set up the Expensify integration

This task requires either the Integration Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, open Admin and click Integrations > Expensify.

2. If this is your first Expensify integration, the integration form opens automatically. Otherwise, click Add connector.

3. Choose whether to add the new Expensify connector as a data source to an existing application (and select the app of your choice) or to create a new application.

   Do you SSO into Expensify using your identity provider (IdP)? If so, make sure to add the connector to the Expensify app that was created automatically when you integrated your IdP with ConductorOne, rather than creating a new app.

4. Set the integration owner for this connector. You can manage the integration yourself, or choose someone else from the list of ConductorOne users. Setting multiple integration owners is allowed.

   A Expensify integration owner must have the following permissions:

   • Integration Administrator or Super Administrator role in ConductorOne
   • Access to the Expensify Integration Server in Expensify

5. Click Create and add details.

Next steps

• If you are the integration owner, proceed to Integrate your Expensify instance for instructions on integrating Expensify with ConductorOne.

• If someone else is the integration owner, ConductorOne will notify them by email that their help is needed to complete the integration.

Integrate your Expensify instance

A user with the Integration Administrator or Super Administrator role in ConductorOne and access to the Expensify Integration Server must perform this task.

Step 1: Locate your Expensify credentials

1. Log into Expensify and navigate to Integrations or click www.expensify.com/tools/integrations.
2. On the Integration Server Access page, make note of your partnerUserID and partnerUserSecret. You’ll need these in Step 2.

Step 2: Add your Expensify credentials to ConductorOne

1. In ConductorOne, open Admin and click Integrations > Expensify.

2. In the list of connectors, locate and click on the name of the connector with the Not connected label.

3. Find the Settings area of the page and click Edit.

4. Paste the partnerUserID from in Step 1 into the User ID field.

5. Paste the partnerUserSecret from in Step 1 into the User secret field.

6. Click Save.

7. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your Expensify instance is now integrated with ConductorOne.

Configure the Expensify integration using Terraform

As an alternative to the integration process described above, you can use Terraform to configure the integration between Expensify and ConductorOne.

See the ConductorOne Expensify integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.