Expensify + Microsoft Excel Integrations
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Report State
Only trigger on new reports in this state. You can pick zero, one, or several states.
Try ItE-MailRequired
The employee's e-mail address (or your e-mail address in your Expensify account).
MerchantRequired
The name of the merchant of the expense.
Date of ExpenseRequired
The date of the expense. Can also use "today" or other date expressions.
AmountRequired
The amount of the expense, in dollars and cents.
Currency
The three-letter currency code of the expense. Defaults to US Dollar (USD) if not specified.
Comment
Tag
Category
Api Docs Info
API docs for Expensify are located here https://integrations.expensify.com/Integration-Server/doc/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
Storage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
TitleRequired
Email AddressRequired
The employee's email address (or your email address in your Expensify account).
PolicyRequired
You must have at least one team or corporate policy set up for expense reports.
Report IDRequired
The Report ID (from a previous step in this Zap).
Include Full-Page Receipts
Specifies whether the generated PDF should include full page receipts.
Report NumberRequired
The report's identifier/number.
Storage Source
NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try It
How to connect Expensify + Microsoft Excel
- Step 1: Authenticate Expensify and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Expensify
Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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