Expensify
 | Expensify is an expense management platform that lets users track receipts, submit expense reports, and automate reimbursements. Integrating Expensify with Make.com enables automated expense report creation, approval workflows, and real-time syncing of financial data across business tools. |
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This is AI-generated content based on official Expensify documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Expensify directly.
Requirements
To use the Expensify app in Make, you must have an active Expensify account and API credentials partnerUserID and partnerUserSecret, create your account on Expensify. For subscription, refer to the Expensify pricing page.
Connect Expensify and Make
To get started, you must first create a connection between Expensify and Make, allowing the two services to communicate.
Obtain your Basic in your Expensify account
Create the connection in Make.
Obtain your Basic in your Expensify account
Before you create the connection in Make, you should first obtain your Basic in your Expensify account.
To obtain your Basic :
Navigate to Tools > Integrations.
Copy the Partner User ID displayed on screen.
Copy the Partner User Secret displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Expensify module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Expensify account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Expensify modules
After connecting to the Expensify app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Expensify resources
You can have access to more resources related to this app on the following links