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Snap type:

Write


Description:

This Snap creates reports in Expensify.

  • Expected upstream Snaps: File reader followed by any file parser followed by Structure.
  • Expected downstream Snaps: Any file Formatter followed by File Writer.
  • Expected input: Input request data.
  • Expected output: The information about the created report.


Prerequisites:

[None]


Support and limitations:Works in Ultra Task Pipelines.
Account: 

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Expensify Account for information on setting up this type of account.


Views:


InputThis Snap has exactly one document input view.
OutputThis Snap has at most one document output view.
ErrorThis Snap has at most one document error view and produces zero or more documents in the view.


Settings

Label


Required. The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.



Supported Attributes for Create Report operation

The details about attributes to be passed as input for create report operation can be found at following link: create report attributes.

Examples

JSON for Creating Report

{
    "inputSettings": {
        "type": "report",
        "policyID": "0123456789ABCDEF",
        "report": {
            "title": "Name of the report",
            "fields":{
                "reason_of_trip": "Business trip",
                "employees": "3"
            }
        },
        "employeeEmail": "user@domain.com",
        "expenses": [
            {
                "date": "yyyy-mm-dd",
                "currency": "USD",
                "merchant": "Name of merchant",
                "amount": 1234
            },
            {
                "date": "yyyy-mm-dd",
                "currency": "CAD",
                "merchant": "Name of merchant",
                "amount": 2211
            }
        ]
    }
}

See Also