--- title: Expensify slug: expensify description: How to integrate Expensify with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_expensify.png docTags: createdAt: 2025-02-03T13:28:18.714Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/expensify.png" alt="Expensify logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://help.expensify.com/) 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](https://use.expensify.com/). For subscription, refer to the [Expensify pricing page](https://use.expensify.com/). # Connect Expensify and Make To get started, you must first create a connection between Expensify and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Expensify account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Tools > Integrations**. ::: :::WorkflowBlockItem Copy the** Partner User ID** displayed on screen. ::: :::WorkflowBlockItem 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.](https://integrations.expensify.com/Integration-Server/doc/getting_started.html) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Expensify module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Expensify modules After connecting to the Expensify app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create Expense Rules Creates specific expense rules for an individual employee under a designated policy. ::: :::ExpandableHeading ### Create a Policy Creates a new insurance policy in your account. ::: :::ExpandableHeading ### Create a Single Expense Adds a new individual expense entry. ::: :::ExpandableHeading ### Create an Expense Report Generates a detailed report summarizing submitted expenses. ::: :::ExpandableHeading ### Export a Report Exports and downloads detailed data from an expense or report. ::: :::ExpandableHeading ### Get a Policy Retrieves detailed information about the specified policy. ::: :::ExpandableHeading ### List Domain Credit Cards Retrieves a complete list of all credit cards associated with your domain. ::: :::ExpandableHeading ### List Policies Retrieves a complete list of all existing policies in your account. ::: :::ExpandableHeading ### Update Expense Rules Modifies an existing expense rule assigned to a specific employee within a selected policy. ::: :::ExpandableHeading ### Update a Policy Modifies the details of a specified policy. ::: :::ExpandableHeading ### Update a Report Status Changes the status of a specified report to a new value. ::: :::ExpandableHeading ### Update an Employee Updates the details of a specified employee. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Expensify topics on Make community](https://community.make.com/search?q=Expensify) - [Expensify website](https://use.expensify.com/) - [Expensify API documentation](https://integrations.expensify.com/Integration-Server/doc/#introduction) - [Expensify page on make](https://www.make.com/en/integrations/expensify) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::