Expensify Help & Support

  • How to Get Started with Expensify on Zapier
  • Popular Things To Do With Expensify
  • Common Problems with Expensify on Zapier

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

Popular Things To Do With Expensify

  • Save new Expensify reports as PDFs in Google Drive

    Expensify + Expensify + Google Drive

    Try It
  • Add new Expensify reports to a Google Sheets spreadsheet

    Expensify + Google Sheets

  • Save new Expensify reports as PDFs and upload them to Box

    Expensify + Expensify + Box

  • Get Slack notifications for new Expensify reports

    Expensify + Slack

  • Create Expensify expenses from new Dropbox files

    Dropbox + Expensify

  • Create Expensify expenses from new Google Sheets rows

    Google Sheets + Expensify

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.

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service