Expensify 

learn how to connect engini to expensify getting started with expensify prerequisites access to expensify admin account through https //www expensify com/?exitto=%2ftools%2fintegrations%2f retrieve your partneruserid and partnerusersecret details to learn more about the authentication, click here https //integrations expensify com/integration server/doc/#authentication add an expensify connection in engini enter your engini account at https //app engini io/ navigate to connections page by clicking on the connections on the left sidebar or by clicking https //app engini io/connections click on the add connection option located at the topbar choose expensify option from the available applications enter the following details in “add connection” form connection name enter a unique and descriptive name for this connection this name will help you identify and manage the connection in your engini account ‘expensify’ is the default name partner user id enter the parnteruserid you retrieved from your account in the ‘getting started with expensify’ section partner user secret enter the partnerusersecret you retrieved from your account in the ‘getting started with expensify’ section employee email you may choose to enter your employee email address, it’s optional press ‘save’ actions create expense creates a new expense for an employee in expensify employee email enter the employee’s relevant email address if left empty, we will use the default email that was defined in the connection the expenses will be created in this account merchant select the name of the merchant for the expense amount select the amount of the expense, in cents currency enter a three letter currency code value for the relevant currency type of the expense created date choose a relevant date for expense creation in the format yyyy mm dd add field by clicking the “add field” button, you can choose how to fill in various fields in the expense you are creating you can add one field or more fields to the activity choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you wish to populate create policy creates a new policy in expensify policy name choose a policy name add field click the ‘add field’ button to select the field you want to fill in choose from the drop down the ‘plan’ field you want to fill specify the https //www expensify com/pricing of the policy click on the empty field to the right of the drop down to view the tooltip displaying all the options available for filling the field if not specified, the new policy will be created under the team plan select ‘team’ or ‘corporate’ repeat steps 1 3 for all the fields you wish to populate get policy retrieves an existing policy policy id click on the empty field on the right side to display the tooltip with all the options available for filling the field choose a policy from the tooltip fields\[] this field expects to receive an array of the fields you want to retrieve for the policy click on the empty field on the right side to display the tooltip and use the ‘createarray’ https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p click on the field on the right side to add the relevant fields to the array add field click on the ‘add field’ button to select the field you want to fill in choose from the drop down the ‘user email’ field to indicate the user for whom you want to gather the policy list please note that you must have been granted third party access by that user or company domain beforehand enter an email repeat steps 1 3 for all the fields you wish to populate get policies retrieves existing policies add filter if you prefer not to retrieve all the policies, you can filter them by clicking on ‘add filter’ after clicking on ‘add filter’ you can choose which filters you want to apply and how choose from the drop down the field you want to filter by admin only choose whether or not to only get policies for which the user is an admin for user email indicates the user for whom you want to gather the policy list select the condition you want the policy to meet for the selected field click on the field to show the tooltip with all the options you can choose you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you wish to populate update policy updates an existing policy policy id click on the empty field on the right side to display the tooltip with all the options available for filling the field choose a policy from the tooltip add field choose from the drop down the field you want to fill in order to populate a field, first you have to initialize adapted variables and then use the outcome on the empty field on the right repeat steps 1 2 for all the fields you wish to populate create policy expense rule creates a policy expense rule in expensify employee email enter the employee’s relevant email address if left empty, we will use the default email that was defined in the connection the policy expense will be created in this account policy id click on the empty field on the right side to display the tooltip with all the options available for filling the field choose a policy from the tooltip add field choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using f https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you wish to populate create report template creates a report template in expensify template format click on the empty field on the right side to display the tooltip with all the options available for filling the field choose a format from the tooltip name the default name of the template is ‘report template ’ you have the flexibility to rename it according to your specific use case add template fields property click on the empty field on the left side and write the name for each property value click on the empty field on the right side to be shown the tooltip with all the options you can use to fill the field usually, you would choose to populate the field using the field options you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value – select a value from the field options expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or properties and/or static values (using the tooltip that opens when clicking on the field) add property repeat steps 1 2 for all the fields you wish to add to the template export report exports a report that was created within the workflow you can read more about this action https //integrations expensify com/integration server/doc/#report exporter report template select a report template that was created in the workflow which you want to export add field choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 2 for all the fields you wish to populate initialize objects array creates and sets up an array, a structured collection of objects, which can be used for various purposes throughout your workflow name by default, the array is named ‘objects array’, but you have the flexibility to rename it according to your specific use case object item type define the type of objects from the drop down that will be stored within the array map object type array we use this activity when there is an array of data that requires transformation into a different structure data list choose a data list that you’ve obtained from previous activities in your workflow this data list contains an array of objects that you want to process and transform object element type define the type of objects from the drop down that will be stored within the array according to the object element type you chose, the fields in step 3 will be defined to learn more about object element types, go to ‘object element types’ add field by clicking the “add field” button, you can choose how to fill in various fields choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 2 for all the fields you wish to populate append item to array you can add an item to an existing array, allowing you to expand, and manipulate an array variable select an existing array variable from the dropdown in which you want to populate an item add field by clicking the “add field” button, you can choose how to fill in various fields choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you wish to populate update employee this activity allows you to update an existing employee employee email enter the employee’s relevant email address if left empty, we use the default email that was defined in the connection manager email enter the relevant email address of the employee’s manager employee id select the employee id policy id select the relevant policy id for the employee add field by clicking the “add field” button, you can choose how to fill in various fields choose from the drop down the field you want to fill click on the empty field to the right of the drop down to be shown the tooltip with all the options you can use to fill the field you can populate the field in one of the following options static value – number / string when using strings, you need to surround them with single quotes (‘) property value from a previous activity (using the tooltip that opens when clicking on the field) expression – using https //app archbee com/public/preview ixqqblwfxopjg0nave78y/preview o3kkbgi5xnqf yvnuqkcv#ca 5p and/or previous activity properties and/or static values (using the tooltip that opens when clicking on the field) repeat steps 1 3 for all the fields you wish to populate object element types there are 4 object element types category – classification of the type of expenses for instance, office supplies you can read more about it https //community expensify com/discussion/5732/deep dive all about policy categories report field – a data that can specify details in a report for instance, the data can be information about relocation you can read more about it https //help expensify com/articles/expensify classic/workspace and domain settings/reports/report fields and titles tag – a component which allows you to assign the expense to department, location and project tag level – you can utilize one or more tags, each potentially containing sub tags within a parent tag read more about tags https //help expensify com/articles/expensify classic/workspace and domain settings/tags