Connect

Prerequisites

Before starting the integration, ensure the following:

• Admin access to the Expensify account.
• API access is enabled in Expensify.

Step 1: Log in to Expensify

1. Sign in to the Expensify account.
2. Open the Expensify Integrations Page.

Step 2: Generate Partner Credentials

1. On the integrations page, generate the Partner User ID and Partner Secret.
2. Copy both values and store them securely.

Step 3: Enter Credentials in Zluri

1. Open the Expensify Integration page in Zluri.
2. Paste the Partner User ID into the corresponding field.
3. Paste the Partner Secret into the corresponding field.

Step 4: Connect Expensify to Zluri

1. Click Connect to initiate the connection.
2. Zluri will validate the credentials and establish the integration.

Integration Complete
Expensify is now successfully connected to Zluri. Data sync begins automatically after authentication.