Integration with FinancialForce: PSA Custom Fields possible?
Hello, we are working on an integration with FinancialForce PSA. We have a request to add custom fields in Expensify and pull FinancialForce PSA information into the record. Additionally, when exporting the expenses to PSA, we need to map custom information from Expensify to PSA's Expense record. Is that possible?
Scenarios: 1. Users would enter custom information for a Dimension which would be passed to PSA; the FFA integration allows you to map Dimensions but not seeing a way to do this for PSA. 2. During Expensify's approvals, they're wanting to see the PSA's Project Remaining Budget amount; this is why we need to pull PSA information into Expensify.
Please let me know if any of this is possible. Thank you so much for your help!
Answers
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Hi @ChristinaDouglas, thanks for checking in.
I'm afraid neither of these are possible — Dimensions are limited to FFA, and we can't pull further information from PSA into Expensify.
Apologies!
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Hello @Ben Fitz! Thank you for the feedback, is it possible to collaborate and update the integration to allow the Dimensions to be passed from the Expenses in Expensify to the line level of a FF PSA Expense Report? This is extremely necessary for the team and need to allow Expensify Users to tag their expenses to an additional category for the line. Thanks again!
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This is not something we currently have roadmapped, but if enough customers reach out about it, it's definitely something we can consider!
