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How Zapier works

Zapier makes it easy to integrate Expensify with Google Sheets - no code necessary. See how you can get setup in minutes.

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Expensify
Expensify logo
Expensify
1. Choose trigger event
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Google Sheets
Google Sheets logo
Google Sheets
2. Choose action
Expensify logo
1. Select the event
Setup
Test
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Expensify
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Report" from Expensify.

Add your action

An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.

You’re connected!

Zapier seamlessly connects Expensify and Google Sheets, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Expensify + Google Sheets integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and Google Sheets

How do I start integrating Expensify with Google Sheets?

To begin integrating Expensify with Google Sheets, you'll first need to set up an account with us and connect both of your apps to our platform. Once you've connected them, you will be able to create Zaps that use triggers and actions to automate workflows between Expensify and Google Sheets.

Can I automatically add new expenses from Expensify to a Google Sheet?

Yes, you can set up a Zap where the trigger is 'New Expense' in Expensify. Each time a new expense is recorded, it will automatically populate in your chosen Google Sheet.

How can I ensure my expense data in Expensify updates a specific sheet in Google Sheets?

You can specify which sheet within your Google Spreadsheet you want your data to go by setting the appropriate action step in your Zap. This will direct our integration to update that particular sheet every time a defined trigger occurs.

Is it possible to archive old expenses into a separate sheet automatically?

Definitely. You can create a Zap that uses an 'Expense Report Approved' trigger and then sets an action to move or copy these expenses into another specified sheet for archiving purposes.

What if I want notifications about my expenses appearing in Google Sheets?

You can configure an additional action within your Zap such as sending an email or Slack notification every time new information is added or updated in your Google Sheet.

Can I filter certain types of expenses before they get logged into Google Sheets?

Yes, our integration allows you to set up filters based on specific criteria such as category, amount, or report status. This ensures only the relevant data from Expensify is transferred into your chosen sheets.

How do I handle errors when syncing data between Expensify and Google Sheets?

Within our platform, you have access to task history where errors are logged if syncing issues occur. We offer tools for diagnosing these errors so you can correct any problems with the integration setup promptly.

Practical ways you can use Expensify and Google Sheets

Streamlining client onboarding

Automating the process of handling new client onboarding, generating necessary documents, and scheduling kick-off meetings for improved efficiency.

Business Owner
Enhancing lead qualification

Setting up automated workflows to qualify leads by scoring prospects based on their interactions and funnel them into appropriate stages of the sales pipeline.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Email Address
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report ID
      Required
    Action
    Search
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It

Learn how to automate Google Sheets on the Zapier blog

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About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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