---
title: "Connect Clarity Security and Expensify"
slug: "expensify"
description: "Learn how to connect Clarity Security to Expensify to automate your identity life cycle management and user access reviews."
tags: ["How-To", "marketplace", "application", "connectors"]
updated: 2023-05-03T16:33:47Z
published: 2023-05-03T16:33:47Z
canonical: "help.claritysecurity.com/expensify"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.claritysecurity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Expensify

This guide will teach you how to set up the connector between [Expensify](https://www.expensify.com) and [Clarity Security](https://claritysecurity.io).

**Estimated time to complete:** 5 minutes

If you encounter any problems, please contact your support team or [support@claritysecurity.io](mailto: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.

> [https://www.expensify.com/tools/integrations/](https://www.expensify.com/tools/integrations/)

### Step 2: Generate partner ID and partner secret

Click the **Click Here** button (depicted below) to create the API credentials.

NoteThe account used to log in must be the owner of the policies in Expensify.

![Expensify - Integration Server Access](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image-1679502103752.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### Step 3: Collect the API credentials

Copy the credentials, partnerUserID, and partnerUserSecret; these will be needed in a later step.

NoteThese credentials will only be shown once.

![](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image-1679502247032.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### 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.

![Applications > Marketplace](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image-1679502398733.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### Step 6: Find Expensify, click Connect

Scroll to or search for **Expensify** in the list of applications from the marketplace, then click **Connect**.

![Marketplace > Expensify](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image-1679502718806.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### 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](/v1/docs/common-app-steps#step-1-connect-app).

- **partnerUserID:** Paste the partnerUserID collected from **Step 3.**
- **partnerUserSecret:** Paste the partnerUserSecret from **Step 3.**

![Configure App > Connect App - Expensify](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/image-1679502540349.png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### Step 8: App Settings

Complete the App Settings form. Details for each field can be found in the following article: [Common App Configuration Steps](/v1/docs/common-app-steps#step-2-app-settings).

![Configure App Step 2 - App Settings](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/Configure%20App%202(3).png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### 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](/v1/docs/common-app-steps#step-3-user-settings).

![Configure App Step 3 - User Settings](https://cdn.document360.io/2d020999-1823-4d4d-b6d2-4b52fb4a9617/Images/Documentation/Configure%20App%203(2).png?sv=2026-02-06&spr=https&st=2026-11-12T18%3A56%3A27Z&se=2026-11-12T19%3A56%3A27Z&sr=c&sp=r&sig=pHhYEaVu7uPG2ytc5BhQYAQ6atF0d7pFWkWa%2FlJHts0%3D)

### Step 10: Validate Your Selections and Save

SaveClicking 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](mailto:support@claritysecurity.io), open a [support ticket](https://support.claritysecurity.com/home). Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.

A Service User is a user, or service account, discovered by Clarity in a downstream application.

An Entitlement is an assignable permission found in a downstream application. Common examples include licenses, groups, and policies.

Service User Entitlements are the pairings of users and active entitlement access in downstream applications.

An attribute is a piece of information used to describe a service user, entitlement, or identity. Common examples include First Name, Last Name, Job Title, Department, etc.