Expensify Integration

Integrating Expensify with Josys enables the IT Admin to view the user accounts. 

Key benefits

When you integrate Josys with Expensify, you can view a list of user accounts, including their status, roles, and user group policy details.

Note: Josys supports multiple Expensify integrations.

Prerequisites

Before you begin with the integration, make sure that you have:

• An Expensify admin account
  
• A Collect or Control plan
• The Partner User ID and Partner User Secret

Locating the Partner User ID and Partner User Secret

Step 1: Log in to Expensify using an admin account.

Step 2: Go to https://www.expensify.com/tools/integrations/  and copy the Partner User ID and Partner User Secret to use them later in the integration steps.

Steps to Integrate

Step 1: Select Expensify from the App Catalog in the Apps section.

Step 2: Provide a suitable Label for identification. Enter the Partner User ID and Partner User Secret copied in the previous section. Click Next to proceed.

Step 3: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.