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
ReleaseSnap Pack VersionDateTypeUpdates
February 2024main25112 StableUpdated and certified against the current SnapLogic Platform release.
November 2023main23721 StableUpdated and certified against the current SnapLogic Platform release.
August 2023main22460 StableUpdated and certified against the current SnapLogic Platform release.
May 2023main21015 StableUpgraded with the latest SnapLogic Platform release.
February 2023main 19844 StableUpgraded with the latest SnapLogic Platform release.

November 2022

main18944

 

Stable

Upgraded with the latest SnapLogic Platform release.

August 2022main17386 StableUpgraded with the latest SnapLogic Platform release.
4.29main15993 StableUpgraded with the latest SnapLogic Platform release.
4.28main14627 StableUpgraded with the latest SnapLogic Platform release.

4.27

main12833

 

Stable

Upgraded with the latest SnapLogic Platform release.
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25main9554
 
StableUpgraded with the latest SnapLogic Platform release.
4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patchexpensify8335 Latest

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

4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

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

4.17snapsmrc515
 
Latest

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

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
StableUpgraded with the latest SnapLogic Platform release.
4.13

snapsmrc486

 
StableUpgraded with the latest SnapLogic Platform release.
4.12 Patchexpensify4883 Latest

Added support for more complex or larger reports.

4.12

snapsmrc480

 
StableUpgraded with the latest SnapLogic Platform release.
4.11snapsmrc465
 
StableUpgraded with the latest SnapLogic Platform release.
4.10

snapsmrc414

 
StableUpgraded with the latest SnapLogic Platform release.
4.9snapsmrc405
 
StableUpgraded with the latest SnapLogic Platform release.
4.8

snapsmrc398

 
StableUpgraded with the latest SnapLogic Platform release.
4.7

snapsmrc382

 
StableUpgraded with the latest SnapLogic Platform release.
4.6snapsmrc362
 
StableUpgraded with the latest SnapLogic Platform release.
4.5.1

snapsmrc344

 
StableUpgraded with the latest SnapLogic Platform release.
4.5

snapsmrc344

Stable

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