Expensify
- 03 May 2023
- 2 Minutes to read
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Expensify
- Updated on 03 May 2023
- 2 Minutes to read
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- DarkLight
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This guide will teach you how to set up the connector between Expensify and Clarity Security.
Estimated time to complete: 5 minutes
If you encounter any problems, please contact your support team or support@claritysecurity.io.
Supported Connector Capabilities
Below are capabilities supported by the connector at this time.
Method | Supported |
|---|---|
Provision User | Yes |
List Groups, Policies, and Roles | Yes |
Add User to Groups, Policies, and Roles | Yes |
Remove User from Groups, Policies, and Roles | Yes |
Deactivate User | Yes |
Delete User | No |
How to Setup the Connector
Step 1: Login and Navigate to Tools/Integrations
Head to the following URL to begin generating API credentials. You will need to be signed in.
Step 2: Generate partner ID and partner secret
Click the Click Here button (depicted below) to create the API credentials.
Note
The account used to log in must be the owner of the policies in Expensify.
Step 3: Collect the API credentials
Copy the credentials, partnerUserID, and partnerUserSecret; these will be needed in a later step.
Note
These credentials will only be shown once.
Step 4: Log in to Clarity
Login to your Clarity Security tenant.
https://your_tenant.claritysecurity.io
Step 5: Navigate to Applications, then Marketplace
Click on the Applications side tab, then click on the Marketplace to list all the available connectors.
Step 6: Find Expensify, click Connect
Scroll to or search for Expensify in the list of applications from the marketplace, then click Connect.
Step 7: Connect App
Complete the App Settings form. Details for fields common to all applications can be found in the following article: Common App Configuration Steps.
- partnerUserID: Paste the partnerUserID collected from Step 3.
- partnerUserSecret: Paste the partnerUserSecret from Step 3.
Step 8: App Settings
Complete the App Settings form. Details for each field can be found in the following article: Common App Configuration Steps.
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Step 9: User Settings
Complete the User Settings form, check the table at the top to see if any features are unsupported. Details for each field can be found in the following article: Common App Configuration Steps.
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Step 10: Validate Your Selections and Save
Save
Clicking the Save button will trigger the first full sync for your application (even if you selected Manual syncing). This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes.
Need Help?
If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.
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