Capabilities

• Sync user identities from Expensify to ConductorOne

• Resources supported:

  • Policies

Add a new Expensify connector

This task requires either the Connector Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, click Connectors > 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

   Do you SSO into Expensify using your identity, SSO, or federation provider? If so, make sure to add the connector to the unmanaged Expensify app that was created automatically when you integrated your provider with ConductorOne, rather than creating 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.

   A Expensify connector owner must have the following permissions:

   • Connector Administrator or Super Administrator role in ConductorOne
   • Access to the Expensify Integration Server in Expensify

5. Click Next.

Next steps

• If you are the connector owner, proceed to Configure your Expensify connector for instructions on integrating Expensify with ConductorOne.

• If someone else is the connector owner, ConductorOne will notify them by email that their help is needed to complete the setup process.

Configure your Expensify connector

A user with the Connector Administrator or Super Administrator role in ConductorOne and access to the Expensify Integration Server must perform this task.

Step 1: Locate your Expensify credentials

1. Log into Expensify and navigate to Integrations or click www.expensify.com/tools/integrations.
2. On the Integration Server Access page, make note of your partnerUserID and partnerUserSecret. You’ll need these in Step 2.

Step 2: Add your Expensify credentials to ConductorOne

1. In ConductorOne, navigate to the Expensify connector by either:

   • Clicking the Set up connector link in the email you received about configuring the connector.

   • Navigate to Connectors > Expensify (if there is more than one Expensify listed, click the one with your name listed as owner and the status Not connected).

2. Find the Settings area of the page and click Edit.

3. Paste the partnerUserID from in Step 1 into the User ID field.

4. Paste the partnerUserSecret from in Step 1 into the User secret field.

5. Click Save.

6. 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.

Configure the Expensify integration using Terraform

As an alternative to the integration process described above, you can use Terraform to configure the integration between Expensify and ConductorOne.

See the ConductorOne Expensify integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.