Importing / updating employees via CSV

seanism

I am hoping to update our Expensify users via API so manager changes and new hires get added automatically. I am a domain admin and get a permissions error when trying to access that endpoint.

https://integrations.expensify.com/Integration-Server/doc/#employee-updater

Kirk Barrett

Thanks for your question! Could you let me know the exact text of that message (or send over a screenshot) so I can assist in troubleshooting further? 

Looking forward to hearing back from you!

seanism

Let me try and pull the exact error but it was permissions 401 related.

Are there restrictions on certain API endpoints?

seanism

{"responseMessage":"Authentication error","responseCode":401}%

seanism

➜  Desktop curl -X POST 'https://integrations.expensify.com/Integration-Server/ExpensifyIntegrations' \

    -H 'Expect:' \

    -F 'requestJobDescription={                           

        "type": "update",

        "credentials": {       

            "partnerUserID": "USER",

            "partnerUserSecret": "PASSWORD"

        },

        "inputSettings":{ 

                    "type":"policy",

                    "fields": ["tax"],    

                    "policyIDList": ["xxxxxxxx"],

                    "userEmail":"sean.xxx@xxx.com"

                }

    }'  

seanism

We have SAML enabled if that makes any difference.

Lauren Schurr

Thanks for sending that over, @seanism!

To confirm, access to the Expense Creator API on behalf of employees requires some set-up from Expensify as we're required to:

1. Make sure you're set up correctly.
2. Validate you are authorized internally to add data to other accounts on your domain.

If this is something you need, please reach out to concierge@expensify.com (and feel free to reference this Community Post too, so we know where you came from!)

Once we've verified this, we create a request for our engineering team to allow the access you need. This can typically take 2-3 working days, although it may be faster!

seanism

Thank you. I did email concierge but they pushed me here. I'll ping them again with a link to this.

seanism

Concierge is now telling me there is no setup on their end. It should just work with policy and domain admin. It isn’t and it’s a bit frustrating going around in circles.

Cheryl Walsh

Hi @seanism, apologies for sending you back to the community, but I see your enquiry is being dealt with by Concierge who will work with you on this! Thanks!