Expensify

Configuring the Veza integration for Expensify

Overview

The Veza integration for Expensify enables discovery of users, workspaces, and roles within the expense management system.

Use it to:

• Search for any Expensify user by department or who they submit expenses to.

• Review Expensify Role and Workspace assignments for all users or specific Workspaces.

• Create rules and alerts when changes occur (such as when a new Policy Admin is detected or a Workspace is added).

See notes and supported entities for more details.

Configuring Expensify

The integration uses the Expensify Enterprise Import/Export API to fetch the data.

• To connect, Veza will need your Expensify partnerUserID and partnerUserSecret.

• Veza recommends creating a unique user and using their API credentials for the integration. The integration user should have the AUDITOR role to gather the required authorization metadata.

To get the User ID and User Secret, log in to Expensify and go to the Integrations page: https://www.expensify.com/tools/integrations/.

• If you've already generated these for another application, you will need to use the existing ID and Secret. Otherwise you can regenerate the credentials.

• See the official documentation for more details.

Configuring Expensify on the Veza Platform

1. In Veza, open the Integrations page.

2. Click Add Integration and pick Expensify as the type of integration to add

3. Enter the required information and Save the configuration

Field	Notes
Insight Point	Choose whether to use the default data plane or a deployed Insight Point.
Name	A friendly name to identity the unique integration.
Partner User ID	Expensify User ID for making API calls.
Partner User Secret	Expensify Secret Key to use for the connection.

Notes and Supported Entities

Veza creates Authorization Graph entities to represent Expensify Users and Expensify Groups. You can create filters and rules based on the following attributes.

Expensify Users

Expensify Users represent individual employees who log to report or approve expenses, or any other task on the platform.

Attribute	Notes
Id	Expensify User ID
Name	Expensify User Name
submits_to	Email address of User that this User submits Expenses to

Expensify Workspaces (as Groups)

Expensify Workspaces define common rules for expense management, used to organize departments, teams, or other groups of users.

Attribute	Notes
Name	Name of Workspace
Type	Workspace Type (e.g. Corporate)
output_currency	Currency
owner	Email of owner user

Expensify Roles

Roles define the relationship an individual users has to a Workspace, such as Policy Admin, Auditor or Employee, and represent a set of permissions.

Attribute	Notes
Name	Expensify Role Name