> ## Documentation Index
> Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Expensify Connector

## Intro

Expensify is a software company that develops a travel and expense web and mobile application for personal and business use. To learn more about the Expensify API, visit their page ([https://integrations.expensify.com/I...on-Server/doc/](https://integrations.expensify.com/Integration-Server/doc/ "https://integrations.expensify.com/Integration-Server/doc/") ).

You connect to your Expensify account in the Data Center. This topic discusses the fields and menus that are specific to the Expensify connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in [a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector").

## Prerequisites

To connect to your Expensify account and create a DataSet, you must have the following:

* An Expensify partner ID
* An Expensify partner secret

To generate these credentials, go here: [https://www.expensify.com/tools/integrations/](https://www.expensify.com/tools/integrations/ "https://www.expensify.com/tools/integrations/")

## Connecting to Your Expensify Account

This section enumerates the options in the **Credentials** and **Details** panes in the Expensify Connector page. The components of the other panes in this page, **Scheduling** and **Name & Describe Your DataSet**, are universal across most connector types and are discussed in greater length in [Adding a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector").

### Credentials Pane

This pane contains fields for entering credentials to connect to your Expensify account. The following table describes what is needed for each field:

<table border="1" cellpadding="1" cellspacing="1" data-aura-rendered-by="33:195;a"><thead><tr><th colspan="1" rowspan="1"><p><span class="s1"> Field </span></p></th><th colspan="1" rowspan="1"><p><span class="s1"> Description </span></p></th></tr></thead><tbody><tr><td colspan="1" rowspan="1"><p> Partner ID </p></td><td colspan="1" rowspan="1"><p> Enter your Expensify partner ID. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Partner Secret </p></td><td colspan="1" rowspan="1"><p> Enter your Expensify partner secret. </p></td></tr></tbody></table>

Once you have entered valid Expensify credentials, you can use the same account any time you go to create a new Expensify DataSet. You can manage connector accounts in the **Accounts** tab in the Data Center. For more information about this tab, see [Managing User Accounts for Connectors](/s/article/360042926054 "Managing User Accounts for Connectors").

### Details Pane

This pane contains a primary **Reports** menu, along with various other menus which may or may not appear depending on the report type you select.

<table border="1" cellpadding="1" cellspacing="1" data-aura-rendered-by="33:195;a"><thead><tr><th colspan="1" rowspan="1"><p> Menu </p></th><th colspan="1" rowspan="1"><p> Description </p></th></tr></thead><tbody><tr><td colspan="1" rowspan="1"><p> Report </p></td><td colspan="1" rowspan="1"><p> Select the Expensify report you want to run. The following reports are available: </p><table border="1" cellpadding="1" cellspacing="1"><tbody><tr><td colspan="1" rowspan="1"><p> Reports by ID </p></td><td colspan="1" rowspan="1"><p> Retrieves Expensify data based on a report ID or a comma-separated series of report IDs. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Reports by Date </p></td><td colspan="1" rowspan="1"><p> Retrieves Expensify data based on a specified date range. </p></td></tr></tbody></table></td></tr><tr><td colspan="1" rowspan="1"><p> Report ID </p></td><td colspan="1" rowspan="1"><p> Enter the ID or a comma-separated list of IDs of the report(s) you want to retrieve. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Duration </p></td><td colspan="1" rowspan="1"><p> Select whether you want to pull data for a specific date or a date range. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Report Date </p></td><td colspan="1" rowspan="1"><p> Select whether the report data is for a specific date or for a relative number of days back from today. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Select Specific Date </p></td><td colspan="1" rowspan="1"><p> Select the date for the report. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Days Back </p></td><td colspan="1" rowspan="1"><p> Enter the number of past days that should appear in the report. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Start Date </p></td><td colspan="1" rowspan="1"><p> Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in <b> End Date </b>. </p></td></tr><tr><td colspan="1" rowspan="1"><p> End Date </p></td><td colspan="1" rowspan="1"><p> Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in <b> Start Date </b>. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Select Specific Start Date </p></td><td colspan="1" rowspan="1"><p> Select the first date in your date range. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Select Specific End Date </p></td><td colspan="1" rowspan="1"><p> Select the second date in your date range. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Days Back to Start From </p></td><td colspan="1" rowspan="1"><p> Enter the number of the farthest day back that should be represented in the report. Combine with <b> Days Back to End At </b> to create a range of represented days. </p><p> For example, if you entered <span class="mt-font-courier-new"> 10 </span> for <b> Days Back to Start From </b> and <span class="mt-font-courier-new"> 5 </span> for <b> Days Back to End At </b>, the report would contain data for 10 days ago up until 5 days ago. </p></td></tr><tr><td colspan="1" rowspan="1"><p> Days Back to End At </p></td><td colspan="1" rowspan="1"><p> Enter the number of the most recent day back that should be represented in the report. Combine with <b> Days Back to Start From </b> to create a range of represented days. </p><p> For example, if you entered <span class="mt-font-courier-new"> 10 </span> for <b> Days Back to Start From </b> and <span class="mt-font-courier-new"> 5 </span> for <b> Days Back to End At </b>, the report would contain data for 10 days ago up until 5 days ago. </p></td></tr></tbody></table>

### Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [a DataSet Using a Data Connector](/s/article/360042926274 "Adding a DataSet Using a Data Connector").
