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How-to: Set up an indirect accounting integration

Stevie LaFortuneStevie LaFortune Expensify Team Posts: 153 Expensify Team
edited July 27 in How-to Docs

Get setup to use Sage, Microsoft Dynamics, MYOB, Oracle, SAP or something else that accepts a CSV import with Expensify

Along with the direct integrations Expensify supports, there's also an option to integrate with other accounting solutions via a flat-file import.

When you select one of these accounting packages on the Accounting Inbox task, Expensify will automatically create and add a relevant Export Template for you. The template will allow you to quickly and easily transfer report data to your accounting package.

Inbox Task Setup:

1. After selecting the "Collect" Task you'll be taken through a few Policy Setup tasks in the Inbox

2. When you reach the Accounting Software Inbox Task, you can now select Sage, Microsoft Dynamics, MYOB, Oracle, or SAP - along with the direct accounting integrations Expensify offers: (shown below)


3. Select your accounting package from the list

4. You'll receive a confirmation message (shown below) and the respective Export Template will be added to the account


From then on, it will show in the "Export to" option on the Reports Page:


Expenses can be exported to these import templates directly by selecting the checkboxes against either specific reports on the Reports page (shown above) or directly from within the Report itself (shown below):

Get setup to use another custom integration

If your accounting package is not mentioned on this page, select the option "Other".  You'll be able to create your own Custom Export format to export your expense data into a format compatible with your accounting system. Take a look at this help post for a step-by-step run down on how to do this!


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