Name of the report

This job lets you download reports that were generated with the Report Exporter job.

Export expense or report data in a configurable format for analysis or insertion into your accounting package.

Gets specific information about listed policies.

Gets the list of credit cards that are assigned at the domain level.

Gets a list of policies with some relevant information about them.

Acme Corp USA Policy

Acme Corp France Policy

ACME Corp Candidate Policy

Send a raw HTTP request to the Expensify API

The advanced employee updater is designed to allow dynamic and customizable employee provisioning and de-provisioning in Expensify. It will allow you to:

- Provision employees into Expensify policies based on customizable fields, such as employee department, country, job code, etc.
- De-provision employees from Expensify, based on customizable fields, such as termination date
- Assign employees to Expensify domain groups based on customizable fields, such as employee department, country, job code, etc.
- Automatically invite managers to policies they have subordinates on
- Automatically detect employee email address changes, and merge both addresses into the same account
- Import additional information from the employee feed into Expensify, to reuse for custom data export


Update a preexisting expense rule for a given employee on a given policy.

manage categories, tags and report fields on a policy.

Category 1

Category 2

Report field 1

Create a new authentication connection. Refer to the following [guide](https://integrations.expensify.com/Integration-Server/doc/#authentication) for more information.

1. Navigate to https://www.expensify.com/tools/integrations/ and select the option that creates a new set of credentials
2. A pair of credentials: `partnerUserID` and `partnerUserSecret` will be generated and shown on the page.
   1. Make sure to store the `partnerUserID` and `partnerUserSecret` pair you're given in a secure location, as you won't be shown them again.
3. Enter the `partnerUserID` and `partnerUserSecret` into the connection configuration of your Prismatic integration


Expensify provides an industry leading expense management system. Use the Expensify component to programmatically download expense report data for analysis or insertion into your accounting package, provision accounts for new hires, and much more.

[Expensify](https://www.expensify.com) provides an industry leading expense management system.

Use the Expensify component to programmatically download expense report data for analysis or insertion into your accounting package, provision accounts for new hires, and much more.

API Reference:
[Expensify API Reference](https://integrations.expensify.com/Integration-Server/doc/)


Action Name	Action Description
Create Expense Rule	Create expense rules for a given employee on a given policy.
Update Expense Rules	Update a preexisting expense rule for a given employee on a given policy.
Get Policy	Gets specific information about listed policies.
List Policies	Gets a list of policies with some relevant information about them.
Create Policy	Creates a policy.
Update Policy	manage categories, tags and report fields on a policy.
Create Report	Creates a report, with transactions, in a user’s account.
Update Report Status	Update the status of a report.
Download Report	This job lets you download reports that were generated with the Report Exporter job.
Export Report	Export expense or report data in a configurable format for analysis or insertion into your accounting package.
Create Expense	Allows you to create expenses in a user’s account.
List Cards	Gets the list of credit cards that are assigned at the domain level.
Update Employee	Add, update or remove policy members
Raw Request	Send a raw HTTP request to the Expensify API

Expensify Connector

Integrate with customers’ other SaaS apps, fast

About the Expensify Connector

Actions

Triggers

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