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How-to: Connect TravelPerk to your Expensify account

Katie Oswalt
Katie Oswalt Expensify Success Coach - Admin Posts: 164 Expensify Team
edited October 18 in How-to Docs

TravelPerk invoices and itineraries populate effortlessly in your Expensify account! Here's how to get started.

Enabling the integration

  1. Log in to your TravelPerk account.
  2. Click your name in the upper right corner, and then click "Account Settings" in the dropdown.
  3. Click the "Integrations" tab and check the box to enable the Expensify integration.
  4. Click "Update Integrations" to save the setting.

You're all set!

If you haven't used TravelPerk before, here's how to book trips:

Booking travel

  1. From the "Trips" dashboard in TravelPerk, click "Create Trip". 
  2. Give your trip a unique name, then book your flights and hotels. 
  3. Review your itinerary and click "Confirm Payment," and your TravelPerk invoice and itinerary will automatically populate in Expensify!

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