Commerce

Expensify

3min
the expensify modules allow you to monitor, create, update, export, list, and retrieve the reports, policies, expense rules, credit cards, and employees in your expensify account getting started with expensify prerequisites an expensify account create an expensify account at expensify com https //www expensify com/ the module dialog fields that are displayed in bold (in the make make, not in this documentation article) are mandatory! connecting expensify to make to connect your expensify account to make you need to obtain the identifier, key, and website id from your expensify account and insert it in the create a connection dialog in the make module 1\ go to the website, expensify com/tools/integrations/ https //www expensify com/tools/integrations/ and log in with your account credentials 2\ copy the partneruserid and partnerusersecret to a safe place 61d5b20165ad2 png 3\ go to the make and open the expensify module's create a connection dialog 4\ in the connection name field, enter a name for the connection 5\ in the partner user id and partner user secret fields, enter the details copied in step 2 respectively 6\ click continue the connection has been established