Setting Up Expensify in the Integration Hub

Setting Up Expensify in the Integration Hub


The following are the steps to setup Expensify in Administration Console: 

  1. Add New Customer. Refer to Add New Customer knowledge article. 
  2. Select the Expensify template to integrate.

Upon selecting the template, a message “Let’s Start” prompts to start configuring the connectivity settings. Change the template name by clicking the Edit button to edit the template name. Otherwise, it appears as MyExpensifyTemplate.



By default, the name of the template appears as MyExpensifyTemplate and can be renamed.



 


  1. Upon choosing the Let’s Start button, a Set Connectivity page appears with the following two steps to complete the configurations for connectivity.


 



Next Step: Step 1 – Set Connectivity of Expensify in the Integration Hub

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