Expensify

Expensify Help & Support

What Expensify Triggers and Actions are Supported?

Supported Triggers#

  • New Report - Triggered when a new report is created.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Expense Report - Only for Expensify Premium users! Creates a new expense report.
  • Export Report to PDF - Given a Report ID (from a trigger), export that report to a PDF document.
  • Create Single Expense - Creates a single expense item.
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How to Get Started with Expensify on Zapier

To get started with Expensify on Zapier, first you will need to click to connect your Expensify account to use with your Zap.

Click to connect Expensify

Next, you'll be asked to enter your Expensify Partner User ID and Partner User Secret

Expensify username and password

Click “Yes, yes continue” and if your login details were correct, your Expensify account will now be successfully connected.

Expensify connection successfull

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Common Problems with Expensify on Zapier

"Not authorized to authenticate as user" error when trying to create an expense for another user in my company.#

By default, Expensify prevents users from creating expenses and reports in other users' accounts for security reasons. However, you can contact the Expensify support team to have them manually grant you access to create expenses for others within your company.

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Need More Help? - Our support team is happy to help -- send us a message

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.

Getting Started with Zapier

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