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This account is used by the Snaps in the Expensify Snap Pack.
You can create an account from Designer or Manager. In Designer, when working on pipelines, every Snap that needs an account prompts you to create a new account or use an existing account. The accounts can be created in or used from:
- Your private project folder: This folder contains the pipelines that will use the account.
- Your Project Space’s shared folder: This folder is accessible to all the users that belong to the Project Space.
- The global shared folder: This folder is accessible to all the users within an organization in the SnapLogic instance.
Account Configuration
In Manager, you can navigate to the required folder and create an account in it (see Accounts). To create an account for Expensify:
- Click Create, then select Expensify > Expensify account.
- Supply an account label.
- Supply a Partner user ID and Partner user secret.
- (Optional) Supply additional information on this account in the Notes field of the Info tab.
- Click Apply.
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Avoid changing account credentials while pipelines using them are in progress. This may lead to unexpected results, including locking the account. |
Account Types
Expensify Account
Account Settings
Label | Required. User provided label for the account instance |
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Partner user ID | Required. Partner user ID of Expensify account Default value: [None] |
Partner user secret | Required. Partner user secret of Expensify account Default value: [None] |
Account Encryption
| Standard Encryption | If you are using Standard Encryption, the High sensitivity settings under Enhanced Encryption are followed. | |
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| Enhanced Encryption | If you have the Enhanced Account Encryption feature, the following describes which fields are encrypted for each sensitivity level selected per each account.
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