How-to: Connect FinancialForce PSA/SRP to your policy

Sheena Trepanier
Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
edited December 2021 in How-to Docs

To connect FinancialForce PSA/SRP, please review the prerequisites below first, then move onto the connection steps below.

Prerequisites

  • Install the Expensify bundle in SalesForce by clicking this link: Expensify Bundle
  • If you are installing in a sandbox account, use this link: Expensify Sandbox Bundle
  • Create both a User and a Contact for yourself if these don't already exist in FinancialForce making sure the email matches your primary email in Expensify.
  • Create contacts for each employee who will be submitting expense reports. Make sure each contact's email address corresponds with the email address on the employee's Expensify account. 
  • Each report approver needs both a User and a Contact. The user does not need to have a SalesForce license. These can be free chatter users.
  • Set permission control for your user for each contact/resource. To do this, go to Permission Controls
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Create a new permission control and set yourself (exporter) as the user and then select the resource (report submitter). Grant all available permissions.

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Next, you'll need to make sure all your projects have the correct permissions. You want to go to Projects > select a project > Project Attributes > Allow Expenses Without Assignment for any project you are exporting to. Select the project and click Edit, then under the Project Attributes section, make sure this option is checked:

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Then, make sure all your Expense Types are set up. To do this, go to Main Menu > + symbol > Expense Type GLA Mappings. If you need to add any, you can click New. 

(Please Note: We only import categories if you are using SRP. If you are only using PSA, the integration doesn't use categories at all so you can skip this step). 

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Connecting your policy

Go to Settings > Policies > Groups > [Policy Name] > Connections and click Connect to FinancialForce

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Click Create a New FinancialForce Connection and you'll be redirected to log in to your FinancialForce account. Once you log in, you'll be redirected back to Expensify and the sync will start.

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