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Expensify Setup

Expensify connects to Caddi with a pair of API credentials you generate in your Expensify account.

Before you start

You'll need:

  • An Expensify account

  • Owner or Admin access to your Caddi organization

Step 1: Generate the credentials in Expensify

  1. Sign in to the Expensify account you want Caddi to use at expensify.com.

  2. Go to expensify.com/tools/integrations.

  3. Expensify generates a pair of credentials and shows them on the page. Copy the partnerUserID and the partnerUserSecret. Expensify won't show them again.

Do not send this secret by email, chat, or a support ticket. Paste it straight into Caddi in Step 2, or keep it in a password manager until you do.

Step 2: Add the credentials in Caddi

  1. In Caddi, open Settings, then Integrations.

  2. Under Connectors you can configure, find Expensify - Custom API Credentials and click Configure.

  3. Paste the partnerUserID into Partner User ID.

  4. Paste the partnerUserSecret into Partner User Secret.

  5. Click Save Configuration.

Sources

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