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Overview

To authenticate with Expensify, you need two key pieces of information:

  1. Server URL - The server receiving the API requests
  2. partnerUserID - Your unique account identifier
  3. partnerUserSecret - Uniquer secret for your account

This guide will walk you through finding or creating those credentials within Expensify.

Note: Finally, there is a general rate limit of 50 jobs started per minute. Exceeding this limit will result in the following error message: You have been rate-limited. Please try again later or contact help@expensify.com for assistance.

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Prerequisites:

  • You must set up an Enterprise account with Expensify.

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Step 1: Finding Your partnerUserID and partnerUserSecret

  1. If you don’t already have one, create an Expensify account for free at https://www.expensify.com

  2. To generate the keys, go to https://www.expensify.com/tools/integrations/. You will be provided with a partnerUserID, partnerUserSecret pair and Server URL.

Important: Copy and store your partnerUserID and partnerUserSecret securely, they will not be visible again once you leave this page.

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Step 2: Connect Your Expensify Account

To authenticate using your API credentials, navigate to the Expensify authentication form. Enter your credentials as follows:

  • User Name: Your partnerUserID
  • Password: Your partnerUserSecret Click “Connect” to complete the authentication.