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.

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.

Add credentials to the vault in Oomnitza

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

1. Log into Oomnitza.
2. Click Configuration > Security > Credentials, and then click Add new credential (+).
3. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential such as Expensify Users.
   2. Add the name of the owner. 
4. On the AUTHORIZATION tab, complete these actions:
   • Ensure that BasicAuth is selected as the authorization type.
   • Enter a username.
   • Create a password.
5. Click Create.

Next

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

Create the user integration

Info and connect details

1. Click Configuration > Integrations and then click Integrations List View .
2. On the Integrations page, scroll down to the Extended section for User Integrations.
3. Click NEW INTEGRATION.
4. In the New User Integration sidebar, click Expensify.
5. Click APPLY  next to Expensify User Load, and then click NEXT twice.

Connect page

Best practice
To ensure that only live user records are streamed to Oomnitza, choose Update only as your integration preference. When you run the integration, you can check the error logs to see which user records weren't uploaded and why they weren't uploaded. You can then decide whether to upload the user records that were skipped by changing your integration preference to create and upload. See Access error logs.

1. Enter a descriptive name for the integration such as Expensify Users. That'll be the name of the user integration that is shown on the Integrations page.
2. From the User Selection list, select User plus SaaS User or User only.
3. If you select User plus SaaS User and you have multiple instances of the same SaaS application, select the application from the SaaS Selection list. If you have a single instance of the SaaS application, skip this step.
4. From the installation type list, select Cloud.
5. From the Credentials list, select the credentials that you created in Oomnitza.
6. From the Integration Preferences list, select Update only.   
7. Enter the name of the user of the integration.
8. In the User ID field, enter the partner user ID that you got from Expensify.
9. In the User Secret field, partner user secret that you got from Expensify.
10. Click Next.

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 field

1. Click the down arrow on the Email field.
2. Select Username. The Email field is now mapped to Email and Username.
3. 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.

1. Assign an Oomnitza role to the users such as Employee.
2. Click NEXT.   

Custom Expensify to Oomnitza mappings

The following Expensify fields can be mapped to Oomnitza:

• Approver
• Connector Sync Time
• Email
• Role

Want to map more fields to Oomnitza?
Contact Support, or see Mapping extended connectors.

When you've completed mapping the Expensify to Oomnitza fields, click NEXT.

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. Configure your schedule.
2. Click FINISH.

Result

A new tile is created for the integration on the Integrations page. 

What to do next

If you want to see the information that is collected now, click the tile on the Integrations page and click RUN.

Add Expensify fields to the People view
After you run the integration, click People. Then, click List View Configs , select Expensify User and Expensify Role, and click List View Configs again.

Figure: Mock-up for illustration purposes

If you want to change the integration settings, you can click a navigation link on the page, such as 4 Mappings, and edit the settings. 

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

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