How to integrate Expensify with Sapho version 3.9 or greater
Category: Integration Setup
Getting Expensify UserID and Secret
Step 1: Sign in
Log in to www.expensify.com with the dedicated user account.
Step 2: Generate your credentials
Go to https://www.expensify.com/tools/integrations/. Copy & paste the values for partnerUserID and partnerUserSecret in a secure place for later reference.
Step 3: Paste the credentials in Sapho
Paste the credentials obtained at Step 2 in the UserID and, respectively, Secret input fields of the connector configuration form for Expensify in Sapho.
Once you have created a dedicated account in Expensify and set up the connector in Sapho using that account, you will be able to ensure transparency in your audit logs. All reports reimbursed through Sapho will have their reimburser set to the special account (e.g. firstname.lastname@example.org).