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How can i access my client's expense report using API as co-pilot?

shiurya Expensify Customer Posts: 1

I am a co-pilot of another customer. how can i access my client's expense report using API.


  • Sonia Liapounova
    Sonia Liapounova Expensify Success Coach - Admin, Expensify Team Posts: 210 Expensify Team
    edited November 2021

    Hi @shiurya thanks for writing in!

    The API connection requires it to be set up through a user's primary account and to be a Policy Admin on all policies with which you want the integration to interact with. Due to these requirements the integration cannot be set up in Copilot mode. So the easiest way forward would be to have your Client add you as a Policy Admin to their policies. If this is not possible then a Policy Admin on your client's team will need to set up the connection.

    Info on our API can be found here.