Configuring Expensify Accounts

Configuring Expensify Accounts

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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: 

  1. Click Create, then select Expensify > Expensify account.
  2. Supply an account label.
  3. Supply a Partner user ID and Partner user secret.
  4. (Optional) Supply additional information on this account in the Notes field of the Info tab.
  5. Click Apply.

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

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.


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.

  • High:
  • Medium + High: Partner user secret
  • Low + Medium + HighPartner user secret

Snap Pack History

 Click to view/expand

Release

Snap Pack Version

Date

Type

Updates

May 2025

441patches31579

Latest

  • Fixed an issue with the Expensify Snaps, where the Snaps did not display the snap_details list when the error view was configured.

  • Fixed an issue with the Expensify Export Report Snap where the Snap displayed an error when no input data was received by the Snap.

May 2025

main31019

 

Stable

Updated and certified against the current SnapLogic Platform release.

February 2025

main29887

 

Stable

Updated and certified against the current SnapLogic Platform release.

November 2024

main29029

 

Stable

Updated and certified against the current SnapLogic Platform release.

August 2024

main27765

 

Stable

Updated and certified against the current SnapLogic Platform release.

May 2024

main26341

 

Stable

Updated and certified against the current SnapLogic Platform release.

February 2024

main25112

 

Stable

Updated and certified against the current SnapLogic Platform release.

November 2023

main23721

 

Stable

Updated and certified against the current SnapLogic Platform release.

August 2023

main22460

 

Stable

Updated and certified against the current SnapLogic Platform release.

May 2023

main21015

 

Stable

Upgraded with the latest SnapLogic Platform release.

February 2023

main 19844

 

Stable

Upgraded with the latest SnapLogic Platform release.

November 2022

main18944

 

Stable

Upgraded with the latest SnapLogic Platform release.

August 2022

main17386

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.29

main15993

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.28

main14627

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.27

main12833

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.26

main11181

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.25

main9554

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.24

main8556

Stable

Upgraded with the latest SnapLogic Platform release.

4.23

main7430

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.22

main6403

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.21

snapsmrc542

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.20

snapsmrc535

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.19 Patch

expensify8335

 

Latest

Fixed the broken doc link for the Expensify Export Report Snap.

4.19

snaprsmrc528

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.18

snapsmrc523

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.17

ALL7402

 

Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17

snapsmrc515

 

Latest

Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

4.16

snapsmrc508

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.15

snapsmrc500

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.14

snapsmrc490

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.13

snapsmrc486

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.12 Patch

expensify4883

 

Latest

Added support for more complex or larger reports.

4.12

snapsmrc480

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.11

snapsmrc465

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.10

snapsmrc414

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.9

snapsmrc405

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.8

snapsmrc398

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.7

snapsmrc382

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.6

snapsmrc362

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.5.1

snapsmrc344

 

Stable

Upgraded with the latest SnapLogic Platform release.

4.5

snapsmrc344

Stable

Enhanced the error view output to include error, reason, and resolution.