ConductorOne provides identity governance and just-in-time provisioning for Expensify. Integrate your Expensify instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.
The Connector Administrator or Super Administrator role in ConductorOne
Access to the set of Expensify credentials generated by following the instructions above
Cloud-hosted
Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.
1
In ConductorOne, navigate to Admin > Connectors and click Add connector.
2
Search for Expensify and click Add.
3
Choose how to set up the new Expensify connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Paste the partnerUserID into the User ID field.
8
Paste the partnerUserSecret into the User secret field.
9
Click Save.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your Expensify connector is now pulling access data into ConductorOne.
Follow these instructions to use the Expensify connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.
In ConductorOne, navigate to Connectors > Add connector.
2
Search for Baton and click Add.
3
Choose how to set up the new Expensify connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
In the Settings area of the page, click Edit.
7
Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.
Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.
2
Check that the connector data uploaded correctly. In ConductorOne, click Applications. On the Managed apps tab, locate and click the name of the application you added the Expensify connector to. Expensify data should be found on the Entitlements and Accounts tabs.
That’s it! Your Expensify connector is now pulling access data into ConductorOne.
