FAQ: What does 'Please Update Your Expensify Bundle' mean? (FinancialForce PSA/SRP)

Rachael Hopkins
Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
edited December 2021 in Integrations and API

If you receive the error Please Update Your Expensify Bundle, this means you will need to update your Expensify bundle to include the new custom fields required for export. 

You can update the Expensify bundle in SalesForce by clicking this link: Expensify Bundle.

Note: For the test/sandbox bundle, use this link.

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  • ChristinaDouglas
    ChristinaDouglas Expensify Customer Posts: 10 Expensify Newcomer

    @Rachael Hopkins I know this is an old post but this makes me think we can add custom fields in Expensify to pull FinancialForce PSA information into the record; plus mapping custom information from Expensify to PSA's Expense record. Is that true? I have a customer who is needing it's users to enter custom information which would be passed to PSA; plus, during Expensify's approvals, they're wanting to see the PSA's Project Remaining Budget amount. Please let me know if this is possible. Thank you so much for your help!