Creating an extended integration for Expensify users

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Add credentials

Create the user integration

Before you start

Important
The Expensify API set does not provide an API that allows you to get a list of users directly. To load a list of users, the Expensify API for downloading a policy and the users associated with that policy is used. This API requires direct authentication in the payload of the Expensify API rather than passing the authorization credentials in the API header.
On the Oomnitza side, the connector requires a credential, so you must create a credential in the Oomnitza vault, which is basically empty and is not used. All you need to do, for example, is add x for both the username and the password.
When you create the integration, you must enter your Expensify User ID and User Secret in the Expensify connector screen. These entries are not encrypted. If this constitutes a security concern for your organization, you can periodically import Expensify users directly into Oomnitza using the CSV import feature. The import feature is scheduled for release in the first quarter of 2022.

You must provide the following information when you create the integration:

Your partner user ID and secret

To get a partner ID and secret, click Integration server access. 

Tip
Keep a record of your partner user ID and secret in a secure place. You will need to enter this in the User ID and the User Secret field when creating the integration.

Policy list ID

Complete these steps:

1. Log into your Expensify account.
2. Next to your user icon (), right-click and select Inspect from the menu.
3. Search for policyid. On Microsoft Windows devices, press Ctrl + F. On Apple devices, press Command + F.
4. Copy the value of your policy ID.

Tip
Keep a record of your policy ID. You will need to enter this in the Policy List ID field when creating the integration.

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Expensify , complete these steps:

1. In Oomnitza, go to Configuration>Security>Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. Enter the user name and password of your account
5. Click Create.

Integration not in the list? Click Advanced Mode and complete these steps:

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that Basic Auth is selected as the authorization type.
4. Enter the user name and password of your account.
5. Click Create. 

Next

You use the credentials that you added to create and customize your integration with Oomnitza.

Create the user integration

1. In Oomnitza, click Configuration>Integrations>Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. Search for the integration in the sidebar.
6. Click ADD.

Integration Overview

Before you start

More information is provided about the following fields to help you complete the integration:

Integration preferences: By default, the option Create & Update is selected, which allows for editing existing user records and adding new ones. If your goal is only to edit existing user records, choose Update Only. On the other hand, if you only want to add new records, select Create Only.

User selection: Select User only to create user records and add them to the People object.  Select User plus SaaS User to create and add user records to the Software > SaaS object. Once your users are created in the SaaS menu, you can create SaaS user workflows to validate the existence of a given user in a SaaS system and to pull role information from your SaaS System. For steps see Creating SaaS user workflows.

When you select User plus SaaS User and you have multiple instances of the same SaaS, you can choose your SaaS instance from the dropdown. If you have a single instance of the SaaS, your instance is already detected by the system.

Integration details

Procedure
To review or update the integrations details, click Edit :

1. Update the integration name if necessary. 
2. From the User Selection list, select an option. 
3. For installation type decide whether you want to store the credentials locally or in Oomnitza:
   1. Select Local if you want to store credentials locally.This mode does not support OAuth or AWS.
   2. Select Cloud if you want to store credentials in your Oomnitza instance.
4. For integration preferences, select an option.
5. Enter the name of the integration user.

Credential details

Choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Schedule

By default, user data is streamed to Oomnitza once every day.

You can configure the schedule to meet your needs such as changing the interval or changing the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Configure your schedule.
3. Click Update.

Mappings

To map the fields to Oomnitza, click Edit :.

Creating custom mappings

Map the Expensify fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete the following actions:

Map the Email to the Oomnitza email and username field

1. Click the down arrow on the Email field.
2. Select Email.
3. Click the down arrow on the Email field again.
4. Select Username. The Email field is now mapped to Email and Username.
5. Select Sync key next to the Username field.

Map the Connector Sync Time field

1. Click the down arrow on the Connector Sync Time field.
2. Select User Load Connector Sync Time.

Create custom mappings for the Approver and Role fields

1. Click the down arrow on the field.
2. Select Add new Oomnitza users field.
3. Change the names of the fields:
   • Approver to Expensify User.
   • Role to Expensify Role
4. Save your changes.

Define a role

1. Select the Role field on the Oomnitza mapping side.
2. Choose a suitable role from the list (a defined role is necessary for the integration)
3. Click UPDATE.   

Custom Expensify to Oomnitza mappings

The following Expensify fields can be mapped to Oomnitza:

• Approver
• Connector Sync Time
• Email
• Role

Did you know? 
You can define rules for your integration by selecting Edit integration on the mapping page. For example, you may only want to run the integration if a certain contact or region exists. See Filtering integration results.  

You can add new fields to your integration by selecting Add new field   on the mapping page. All you need to do is specify the property name. See Creating custom API fields. 

Launching the integration

Your integration is in Draft mode until all the required mandatory fields are added. Once you have added all of the required fields, select Launch to activate your integration. 

If you selected Cloud as the installation type when creating the integration, refer to Running an extended integration

If you selected Local as the installation type when creating the integration, refer to Running an extended integration locally.

Getting your results
To view the information that is collected about your assets, click Assets. To view the information about software, click the Software tab.  
To view the information that is collected about your users, click People. If you selected User plus SaaS User when running the user integration, you can also find a list of users in the Software > SaaS menu

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

 Getting started