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You need an active Expensify account. Domain admin status is required for certain operations like reconciliation reports and domain-wide card management.

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Creating an Expensify Account

If you don’t already have an Expensify account, you’ll need to create one first.

1

Sign up for Expensify

Go to Expensify and create an account if you don’t have one.

  • Click Get Started or Sign Up
  • Complete the account registration process
  • Verify your email address

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Generating API Credentials

Create API credentials to authenticate with the Expensify Integration Server.

1

Sign in to Expensify

Go to Expensify and sign in with your account credentials.

2

Navigate to Integrations

3

Generate and Copy Credentials

Your API credentials will be automatically generated and displayed on the page.

  • Copy the partnerUserID value and store it securely for use later
  • Copy the partnerUserSecret value and store it securely for use later
  • ⚠️ Important: These credentials will not be shown again after you leave this page
  • If you lose your credentials, you can regenerate new ones from the Integrations page

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • Partner User ID
  • Partner User Secret
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup
If the account linking is successful, you will see the newly linked account in your Accounts page.