ExpenseIn Setup Guide Lite

Follow our setup guide to connect ExpenseIn to Fivetran.

Prerequisites

To connect ExpenseIn to Fivetran, you need an ExpenseIn account.

Log in to your ExpenseIn account.
Go to Admin > Integration.
Go to the ExpenseIn API tab.
Click New API Key.
Select the API key permissions.
We recommend you to select all the permissions to avoid HTTP 401 Unauthorized errors.
Click Add.
Make a note of the API Key. You will need it to configure the Fivetran.

In the connection setup form, enter the Destination schema name of your choice.
Enter the API key you created.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected for the connection. To assign a different agent, click Replace agent, select the agent you want to use, and click Use Agent.
Click Save & Test. Fivetran will take it from here and sync your data from your ExpenseIn account.