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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Expensify:
1

Open the connector

Log in to StackOne, open Connectors, and select Expensify.
2

Choose actions and events

  • Click Add Profile.
  • If the connector offers more than one authentication method, set the Auth Method filter to Partner User ID and Secret.
  • Select the actions, and any events, to enable for this Connector Profile.
  • Click Continue.
3

Set up authentication

  • Select Authentication Type as Partner User ID and Secret.
  • Click Create Profile.
Congratulations! The new Connector Profile now shows up on the connector page. If you created it as a project member rather than an admin, it starts disabled until a project admin enables it. You can now continue to Link Accounts for Expensify.