Synchronization of Expensify in the Integration Hub

Synchronization of Expensify in the Integration Hub


The following two methods are available for synchronizing data between SAP Business One and Expensify:


  1. Manual Synchronization 

If you want integrations to be performed immediately (instead of waiting for the SCHEDULER services run), choose the Sync Now button to immediately synchronize data for the selected object.

  1. Automatic Synchronization

You can configure automatic integrations between SAP Business One and Expensify at a specified frequency (daily or weekly) and on specific intervals. The synchronization runs based on the schedule setting. 

Click on Update button to save the settings. 

 


Next Step: Using Expensify in the Integration Hub

    • Related Articles

    • Expensify integration with SAP Business One

      Expensify is a cloud-based business accounting system designed to manage expenses and transactions using real-time data processing. Expensify automates the receipt and expense management process.      Caution       Expensify integration with SAP ...

    • Setup in SAP Business One for Expensify in the Integration Hub

      In the SAP Business One Main Menu, choose Administration → Integration Hub → Application Deployment Status. The Deployment Status field should display 'Active', indicating that the feature is deployed in the Integration Hub. If the status displays ...

    • Alert Notification of Expensify in the Integration Hub

      Configure the Alert Notification Settings tab in Expensify Settings window. Select the User name from the list for A/P Invoice notification and check the check-box for system Alert.    Next Step: Synchronization of Expensify in the Integration Hub

    • Expense Category Settings of Expensify in the Integration Hub

      Configure the Expense Category Settings tab in the Expensify Settings window. Click on Retrieve Expense Category to map SAP B1 Expense Types to Expensify Categories. Note The Expense Type Setup in SAP Business One must be created prior to clicking on ...

    • Step 2 – Deployment of Expensify in the Integration Hub

      To deploy the solution, choose the Deploy Now button. The application prompts you to provide the license details. For more information, refer to the Assigning the Integration Hub licenses knowledge article The Integration Hub displays the Deployment ...