Expensify Integration Server credentials only work for the user who generates them?

jacobbb

Hi there,

I'm trying to build an integration to Expensify that when enabled and configured by an admin will function for all users within Expensify + the tool that we're integrating with it.

However, we're encountering a problem where the integration only functions for the Expensify user who generated the Expensify Integration Server access credentials. For example, our engineer Johnny created integration credentials at https://www.expensify.com/tools/integrations/?action=create and used them for our integration but now the integration is only functioning for Johnny's data and does not work for any other users.

There userflow that we're trying to achieve is as follows:

1. Admin enables integration tool w/ Expensify & configures automatic expense reporting for all tool users.
2. The integration settings configured by the tool admin apply to all users of the tool: transactions made in the tool automatically create expenses in Expensify for each user. [No additional individual integration configuration, like creating individual integration server access credentials, is required on behalf of the tool / Expensify users.]

That basic flow appears to be how most Expensify integrations are managed but we're having trouble making ours work that way.

Any help is much appreciated. Thank you.

Ted Harris

Hi @jacobbb - you'll want to follow the process outlined here if you'd like to have Johnny create data for others on your domain in Expensify.

Let us know if you need anything else or if I've misunderstood your problem here.