Salesforce + FinancialForce Integration
Integration with Salesforce + FinancialForce is available on the Corporate plan. This integration will allow you to:
- Centrally manage users
- Tag expenses with Salesforce Accounts and Opportunities
- Tag expenses with FinancialForce Projects and Milestones
- Submit expense reports directly to FinancialForce
Connect Expensify and Salesforce + FinancialForce
Visit our Salesforce page for instructions on how to connect Expensify and Salesforce. Once you have connected to Salesforce, you will see the option to have reports submitted to FinancialForce PSA as well. Make sure that you have created an Expensify account that has been upgraded to the Corporate plan prior to connecting to Salesforce.
Once you’ve checked the ‘Submit reports to [your FinancialForce]’ checkbox, you’ll need to click ‘Sync’ in order to initiate the connection. Whenever you need to update your FinancialForce connection, simply navigate to this page and click ‘Sync’ again.
Using the Salesforce + FinancialForce Integration
Step 1: Tag Expenses
If tags are synced, all Accounts, Opportunities, Projects, and Milestones will be pulled into Expensify from Salesforce/FinancialForce and available for users as tags.
Step 2: Submit to FinancialForce
Our submit to FinancialForce feature works just like submitting any other report in Expensify. Just click submit and you’re done!