How to use IBM App Connect with Expensify
Expensify is a spend management app for personal and business use. You can use Expensify to track expenses, scan receipts, submit expense reports, pay bills, and generate vendor invoices.
- App Connect Enterprise as a Service connector
Local
connector in containers (Continuous Delivery release) 12.0.9.0-r3 or
later-
Local connector in containers (Long Term Support Cycle-2 release)
Connecting to Expensify
Complete the connection fields that you see in the App Connect Designer Catalog page or flow editor. If necessary, work with your Expensify administrator to obtain these values.
Expensify authorization types and connection fields:
| Connection field | Description | Applicability |
|---|---|---|
| Server URL | Select the URL for the API server that makes runtime calls. | App Connect Enterprise as a Service and App Connect in containers |
| Partner user ID | The unique ID by which you identify the user in your system. This is often the user's email address, a condensed nickname, or a serial number. | |
| Partner user secret | The partner user secret that is used to authenticate your access to the user's account. | |
| Allow self-signed certificates | Set to true or false. Set to true if you want to be able to accept self-signed certificates that are trusted and used only in a nonproduction environment. The default is false. | |
| Override server URL | Required if you want to connect to an endpoint in a private network by using the private network client, or if you want to override the server URL. Specify an override value for the host and port in the OpenAPI definition in the format <http or https>://<host_name>:<port>. If you are not using the private network client or do not require an override, leave this field blank to use the hostname and port in the OpenAPI definition. | |
| Private network connection | Select the name of a private network agent that App Connect uses
to connect to your private network. This list is populated with the names of private network agents
that are created from the Private network connectionstab of the Settings page. For more information, see Connecting to a private network. |
- Log in to your Expensify account.
- Go to the Integration Server Access page.
- Copy the values for the Server URL, partnerUserID,
and partnerUserSecret, and save them somewhere safe.Note: You won't be able to access the partnerUserSecret value the next time you log in.
To connect to a Expensify endpoint from the App Connect Designer Catalog page for the first time, expand Expensify, then click Connect. For more information, see Managing accounts.
Before you use the account that is created in App Connect in a flow, rename the account to something meaningful that helps you to identify it. To rename the account on the Catalog page, select the account, open its options menu (⋮), then click Rename Account.
General considerations
Before you use App Connect Designer with Expensify, take note of the following considerations:
- (General consideration) You can see lists of the trigger events and
actions that are available on the Catalog page of the App Connect Designer.
For some applications, the events and actions in the catalog depend on the environment and whether the connector supports configurable events and dynamic discovery of actions. If the application supports configurable events, you see a Show more configurable events link under the events list. If the application supports dynamic discovery of actions, you see a Show more link under the actions list.
- (General consideration) If you are using multiple accounts for an application, the set of fields that is displayed when you select an action for that application can vary for different accounts. In the flow editor, some applications always provide a curated set of static fields for an action. Other applications use dynamic discovery to retrieve the set of fields that are configured on the instance that you are connected to. For example, if you have two accounts for two instances of an application, the first account might use settings that are ready for immediate use. However, the second account might be configured with extra custom fields.
Events and actions
Expensify events
These events are for changes in this application that trigger a flow to start completing the actions in the flow.
Expensify actions
Your flow completes these actions on this application.
| Object | Action | Description |
|---|---|---|
| Employees | Delete employees | Lets you remove employees |
| Update or create employees | Lets you create or update employees | |
| Expense rules | Create expense rules | Creates expense rules for a given employee on a given policy |
| Expenses | Create expense | Allows you to create expenses in a user's account |
| Policies | Create policy | Lets you create a policy |
| Retrieve policies | Lets you get a list of policies with some relevant information about them | |
| Retrieve policy information | Lets you get specific information about listed policies | |
| Update policy | Lets you independently manage categories, tags, and report fields on a policy | |
| Reports | Create report | Lets you create a report with transactions in a user's account |
| Download report | Lets you download reports that were generated with the Export report action | |
| Export report | Export expense or report data in a configurable format for analysis or insertion into your accounting package | |
| Update report status | Lets you update the status of a report |
Examples
Use templates to quickly create flows for Expensify
Learn how to use App Connect templates to quickly create flows that complete actions on Expensify. For example, open the Templates gallery, and then search for Expensify.
Use IBM App Connect to build flows that integrate with Expensify.
Read the blog in the IBM Community to learn how to Download an expense report in Expensify and send the report to the manager for approval via DocuSign. Click Read the blog to go to the blog.