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Generate the credentials while signed in as an admin of the Expensify workspace you want to connect. They belong to that login and only see its workspaces. Domain admin status is also required for 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.