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. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

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

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

Installation types

• Cloud. Store credentials in the Oomnitza cloud.
• Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

• Create & Update. Add and update records.
• Create only. Add records.
• Update only. Update records.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the credential details

If you selected Cloud as the installation type, 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

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Selecting Edit integration to add rules for syncing data. Filtering integration results.  
 

You can add new fields to your integration by selecting Add new field   on the mapping page. 
Creating custom API fields. 

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

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

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

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

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

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