Connect with Expensify

Last updated Wed Jun 08 2022

Begin your journey with Expensify which includes:

  • Quick steps for configuring the HTTP Client connectors to connect to Expensify
  • Methods to extract data from Expensify
  • Methods to download the report from Expensify

Overview:

Expensify is a powerful tool that automates expense management and receipt tracking, allowing for you to streamline your entire pre-accounting process. Expensify saves countless hours of grueling manual entry with one-click expense reports in real-time.

This recipe is configured to generate a report file from Expensify in XML and bring the data into Boomi – allowing for the data to be used across the Boomi platform in a number of different ways.

Boomi makes it easy to connect to Expensify by leveraging the HTTP Client Connector. In this recipe, the HTTP Client Connector is used twice. The first call is made to generate the Expensify report as a way to extract the data. The call will be based on the input filters and the template that will be passed into the requestJobDescription JSON parameter of Expensify Report Generation API. The second call is made to download the data into Boomi from the export, generated in the previous call.

Once the report is downloaded, the data is ready to be used across the Boomi platform! For more help with this recipe check out: https://community.boomi.com/s/article/How-to-Create-and-Utilize-an-Expensify-Report-with-Boomi

The recipe qualifies for Boomi’s Recipe Program

This Recipe is eligible for Boomi’s Recipe Program – that bundles free expertise from the Boomi PSO team included in the price of this prebuilt offering. The Boomi experts will help you get set up faster than ever, allowing you to get the most out of the Boomi AtomSphere Platform.

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