Expensify Setup Guide Lite

Follow our setup guide to connect Expensify to Fivetran.

Prerequisites

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

Log in to your Expensify account.
Go to the Integration Server Access page and click the click here link.
Make a note of the partnerUserID and partnerUserSecret. You will need them to configure Fivetran.

In the connector setup form, enter your Destination schema name.
Enter the Partner User ID and Partner User Secret you found in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Expensify data.