Expensify Lite
Expensify is an expense management tool for personal and business use.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | EXPENSE and POLICY tables. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| Row filtering | ||
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step Expensify setup guide to connect Expensify with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the REPORT, REPORT_ACTION_LIST, REPORT_APPROVER, EXPENSE, and EXPENSE_ATTENDEE tables.
To capture updates and deletes, we re-import the EXPENSE and EXPENSE_ATTENDEE tables once a week.
We also re-import the POLICY table and its child tables during every sync to capture updates and deletes.
To capture updates, we perform a rollback sync during every sync for the EXPENSE table and its child tables. The rollback syncs have a 3-month rollback window.
Schema information
This schema applies to all Expensify connections.