Expensify Report Export
Looking to test exporting reports? Try the
interactive export tool
.
Get credentials for the account you will export from
https://www.expensify.com/tools/integrations/
Add the credentials to the JSON below.
Fill in a startDate in the specified format. One month ago works.
Submit the top form.
Copy the file name.
Click back.
Paste the file name into the second form.
Click Submit, a file should download.
{ "test":"true", "type":"file", "credentials":{ "partnerUserID":"", "partnerUserSecret":"" }, "onReceive":{ "immediateResponse":["returnRandomFileName"] }, "inputSettings":{ "type":"combinedReportData", "reportState":"APPROVED", "filters":{ "startDate":"yyyy-mm-dd", "markedAsExported":"Partner name" } }, "outputSettings":{ "fileExtension":"csv" }, "onFinish":[ {"actionName":"markAsExported","label":"Partner name"} ] }
Template:
<#-- Header --> Report ID,Merchant,Amount,Category,Expense Date <#list reports as report> <#list report.transactionList as expense> ${report.reportID},<#t> ${expense.merchant},<#t> ${(expense.amount/100)?string("0.00")},<#t> ${expense.category},<#t> ${expense.created}<#lt> #list> #list>
Download file:
{ "type":"download", "credentials":{ "partnerUserID":"...", "partnerUserSecret":"..." }, "fileName":"myFile.csv" }