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Domo Knowledge Base

Expensify Connector

Version 7

 

Intro

Expensify is a software company that develops a travel and expense web and mobile application for personal and business use. Use Domo's Expensify connector to retrieve Expensify data broken down by report ID or date. To learn more about the Expensify API, visit their page (https://integrations.expensify.com/I...on-Server/doc/).

You connect to your Expensify account in the Data Center. This topic discusses the fields and menus that are specific to the Expensify connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Prerequisites

To connect to your Expensify account and create a DataSet, you must have the following:

  • An Expensify partner ID

  • An Expensify partner secret

To generate these credentials, go here: https://www.expensify.com/tools/integrations/ 

Connecting to Your Expensify Account

This section enumerates the options in the Credentials and Details panes in the Expensify Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Expensify account. The following table describes what is needed for each field:  

Field

Description

Partner ID

Enter your Expensify partner ID.

Partner Secret

Enter your Expensify partner secret.

Once you have entered valid Expensify credentials, you can use the same account any time you go to create a new Expensify DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Expensify report you want to run. The following reports are available:

Reports by ID

Retrieves Expensify data based on a report ID or a comma-separated series of report IDs.

Reports by Date

Retrieves Expensify data based on a specified date range.

Report ID

Enter the ID or a comma-separated list of IDs of the report(s) you want to retrieve.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.