Connect your TravelPerk and Expensify accounts to automatically sync travel bookings as expenses, making travel management effortless and efficient.

Prerequisites

Before you begin, make sure you have:

• An active Expensify account
• Workspace admin level permissions in Expensify
• An active TravelPerk account
• Admin access in TravelPerk

Connect TravelPerk to Expensify

1. Navigate to Settings > Workspaces > Workspace Name > Accounting > TravelPerk.
2. Connect TravelPerk and follow the prompts to log in to your TravelPerk account.
3. Authorize the integration: Review the requested permissions and click Authorize.
4. Customize your settings: Choose how you want expenses to be categorized and tagged.
5. Click Save when done.
6. Test the connection by booking a test trip in TravelPerk – The expense should appear automatically in Expensify.

How to Book Travel with TravelPerk

1. In TravelPerk, go to Trips > Create Trip.
2. Enter a trip name and select flights and hotels.
3. Review your itinerary and click Confirm payment.
4. Your TravelPerk invoice and itinerary will automatically sync to Expensify.

Benefits of the TravelPerk integration

• Real-time expense syncing – No manual uploads needed
• Policy compliance – Bookings follow your company’s rules
• Finance visibility – See travel spend as it happens
• Faster approvals – Managers can review expenses more easily

By connecting TravelPerk and Expensify, you eliminate manual data entry and simplify your travel workflow.