Expensify’s API helps connect your account to third-party tools like NetSuite, Xero, and even internal systems like Workday. This guide includes tips, usage examples, and common troubleshooting questions — many sourced from customers who’ve done it before.

Getting Started

To start using the API, review our full Integration Server Manual.

Note: The API is a self-serve tool. Your internal team will need to manage setup and maintenance. While Concierge can assist with basic troubleshooting, hands-on support may vary by team or account manager.

Egencia is a business travel booking platform. Integrating Egencia with Expensify allows travel bookings to be automatically imported as expenses, ensuring seamless expense tracking.

Requirements

To use the Egencia integration, you must have:

• A Control Workspace
• A verified Domain

How Egencia Works with Expensify

When an employee books travel through Egencia:

• The receipt and itinerary are automatically imported into the traveler’s Expensify account, eliminating the need for manual entry.
• If the traveler uses a company credit card, the Egencia receipt automatically merges with the corresponding credit card transaction.
• Travel details are also accessible in the Trips section of the Expensify mobile app.

Enabling the Egencia Feed

A file feed is an automated data transfer from Egencia to Expensify.

To enable the feed:

1. Contact your Egencia account manager.
2. Request to enable the Expensify feed for your organization.

Note: Egencia controls the feed setup process.

Connecting a Central Purchasing Account

If your company uses a central purchasing account, you can forward all Egencia booking receipts to a single Expensify account.

Steps to Enable a Central Purchasing Account

1. Open a chat with Concierge in Expensify.
2. Provide the central account email and request activation. Example message:

   “Please enable Central Purchasing Account for our Egencia feed. The account email is: youraccount@yourdomain.com.”

How It Works

• Booking receipts will be sent to both the traveler and the central account.
• The receipt in the traveler’s account is marked as a reservation expense, which:
  • Is non-reimbursable.
  • Will not be exported to an integrated accounting system.