Playroll

The Expensify-Playroll integration allows approved expenses in Expensify to automatically sync into Playroll for processing. This is a one-way integration (Expensify to Playroll only) — changes made after syncing will not sync back.

Important: Only approved expenses will sync, and expenses without receipts will not sync to Playroll.

Who can connect Expensify to Playroll

You can connect Expensify to Playroll if:

• You are a Workspace Admin or Workspace Owner
• You have permission to configure integrations in Playroll
• You are signed into the Expensify account that owns or administers the workspace

This feature is not available on mobile.

How to connect Expensify to Playroll

Before connecting Playroll, configure the required workspace settings in Expensify.

1. In the navigation tabs on the left, go to Settings > Workspaces.
2. Select your workspace.
3. Go to Rules.
4. Enable Public Receipt Visibility.
5. Set Receipt Required Amount to $0.
6. Save your changes.

Then connect the integration in Playroll.

1. In Playroll, go to Dashboard > Tools > Integrations.
2. Select Expensify.
3. Open the Configuration tab.
4. Click Connect.
5. In Expensify, click Find our Partner ID.
6. Copy the Partner User ID and Partner User Secret.
7. Paste the credentials into Playroll.
8. Click Submit.

After the integration connects successfully, Playroll displays the status as Active / Connected.

Employee email addresses in Expensify must match the Personal Email addresses in Playroll.

What happens after you connect Expensify to Playroll

After the integration is connected:

• Approved expenses automatically sync from Expensify to Playroll
• Expenses without attached receipts do not sync
• Changes made after syncing do not sync back into Expensify
• Expense category mappings in Playroll determine how synced expenses appear in Playroll

FAQ

Why are expenses not syncing to Playroll?

Expenses may not sync if:

• The expense is not approved
• The expense does not include a receipt
• Public Receipt Visibility is disabled
• Employee email addresses do not match between Expensify and Playroll
• Expense categories are not mapped in Playroll

Can members connect Expensify to Playroll?

No. Only Workspace Admins and Workspace Owners can configure the integration.

Does the Playroll integration sync changes back into Expensify?

No. The integration only syncs expenses from Expensify to Playroll.

Can I connect Expensify to Playroll on mobile?

No. This feature is not available on mobile.