Expensify integration with FinancialForce FFA instead of PSA

dcampbellGH
dcampbellGH Expensify Customer Posts: 1
in Integrations and API

Hello! I'm having some difficulty integrating FinancialForce FFA with Expensify and would love some help. The issue seems to be that I have installed the FFA connection per the documentation, yet somehow when I configure the connection in Expensify I'm getting PSA configuration options. I can't tell if I installed the wrong bundle (which would be incorrectly named) or if there's something else which causes the connection configuration to use PSA settings rather than FFA.

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Answers

  • Karisa Latta
    Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 147 Expensify Team
    edited March 2020

    Hey @dcampbellGH

    That's definitely awkward. The connection should show you the options for FFA based on your FinancialForce setup.

    I took a peek on our side and it seems like you've connected to a Sandbox setup. Can you please try these steps:

    • uninstall the Expensify Bundle from FinancialForce.
    • remove the FinancialForce connection from the Expensify Settings > Policies > [Policy Name] > Connections page.
    • reinstall the Expensify Bundle following the setup guide here again.

    If you still end up connected to the wrong instance, please let me know!

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