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Expensify Integration Guide

Connect Expensify expense data and asynchronous export jobs with enterprise finance, HR, notification, and archival systems through HTTPS, JSON, and selected callbacks.

Expensify integration options at a glance

Expensify's primary integration mechanism is its Integration Server API, which accepts HTTPS requests with JSON job definitions and partner credentials. The API supports exports and other operations involving Expenses, Reports, Users, Policies, Categories, and Tags, with many requests processed asynchronously. Expensify also provides webhook-style callbacks for selected events and scenarios, while receipt-related data may be returned as metadata, references, or content depending on the job. Martini can submit and correlate jobs, poll for results, receive supported callbacks through an API, map and transform JSON, maintain synchronization watermarks, and route approved expense data to downstream systems.

Integration pointSupported by Expensify?Common use casesHow Martini supports it
Integration Server APIYesSubmit HTTPS JSON jobs to export, retrieve, create, or update supported Expensify data. The API is Expensify's primary integration mechanism.Martini can consume the HTTPS API from workflows, construct JSON job requests, transform responses, and expose reusable APIs around normalized expense data.
Bulk / asynchronous jobsYesProcess report and expense exports and other multi-object operations as asynchronous jobs rather than assuming an immediate CRUD response.Martini can persist job identifiers, correlate them to workflow executions, poll or process results, apply bounded retries, and prevent duplicate submissions.
Webhooks / outbound callbacksLimitedReceive webhook-style notifications for selected events and integration scenarios. Coverage and payloads must be confirmed for the required event.Martini can expose an API to receive callbacks, validate and correlate payloads, retrieve authoritative Expensify data, and start downstream workflows.
File and receipt handlingLimitedExpense exports may include receipt metadata, references, URLs, or content depending on the selected job and response format.Martini can route receipt references or content through workflows, transform metadata, and store approved archive outputs in a configured target system.
Incremental synchronizationYesUse supported date, status, or filtering fields in export jobs to retrieve approved, reimbursed, finalized, or otherwise selected data incrementally.Martini can maintain synchronization watermarks, persist external identifiers, and reconcile corrections or late-arriving changes safely.
AuthenticationYesIntegration Server requests use partnerUserID and partnerUserSecret in the request credentials object.Martini can store credentials in secrets or environment configuration and inject them into requests without embedding them in workflow logic or logs.
GraphQL APIsNot confirmedNo official Expensify GraphQL integration mechanism was confirmed.Martini should use the confirmed HTTPS Integration Server API instead of assuming GraphQL availability.
SOAP APIsNot confirmedNo official Expensify SOAP integration mechanism was confirmed.Martini should use the confirmed HTTPS and JSON API rather than assuming SOAP support.

How Expensify exposes data and business events

Expensify Integration Server API

Expensify's Integration Server API accepts HTTPS requests containing JSON job definitions and partner credentials. It is used for exports and supported operations involving Expenses, Reports, Users, Policies, Categories, and Tags; many requests are processed as jobs.

Martini implementation pattern

Martini implementation pattern: a workflow securely builds and submits the JSON request, stores the Expensify job identifier, retrieves or receives the result according to the selected operation, maps the response, and records correlation and reconciliation data.

Implementation sequence

Load partner credentials from Martini secrets
Build the JSON job definition and filters
Submit the HTTPS request to Expensify
Store the returned job identifier and workflow correlation
Retrieve or process the job result
Map and validate the returned Expensify objects

Expensify asynchronous jobs

Expensify uses job-oriented processing for exports and other multi-object operations. Results may not be available in the initial response, so status, result retrieval, timeout, and retry behavior must be designed for each job type.

Martini implementation pattern

Martini implementation pattern: the submitting workflow persists the job state and either polls with bounded backoff or handles the configured completion behavior. It prevents duplicate submissions when an earlier job may still be processing and resumes safely after transient failures.

Implementation sequence

Submit the Expensify job with a correlation key
Persist the Expensify job identifier
Check job status or retrieve the result
Apply bounded polling and timeout rules
Process the completed result in batches
Mark the job and downstream records as reconciled

Expensify callbacks and webhooks

Expensify provides webhook-style notifications for selected events and scenarios rather than every change to every object. The supported event type, payload, and delivery behavior should be confirmed for the account and feature in use.

Martini implementation pattern

Martini implementation pattern: a Martini API receives the callback, validates and correlates the request, and starts a workflow. When the notification contains limited data, the workflow calls Expensify to verify the current Report or Expense state before routing the event.

Implementation sequence

Receive the Expensify callback at a Martini API
Validate and correlate the notification
Retrieve authoritative Expensify data when required
Apply event and state business rules
Map the result to downstream systems
Record delivery and processing status

Expensify receipt data

Expense exports can include receipt-related information, but the result may contain metadata, a reference, a URL, or receipt content depending on the selected job and response format. Direct binary retrieval should be validated independently.

Martini implementation pattern

Martini implementation pattern: a workflow processes expense data and receipt references together, retrieves additional content only when the selected Expensify operation supports it, masks sensitive values in logs, and writes approved archive outputs to the target repository.

Implementation sequence

Export finalized Expenses and receipt information
Determine whether the response contains metadata, a reference, or content
Retrieve supported receipt content when required
Transform expense and receipt metadata
Store the approved archive result
Record the Expensify identifiers and archive location

Common Expensify integration patterns

Pattern 1: Export approved expenses to an accounting platform

When to use this pattern

Use this pattern when approved or reimbursed Expensify Reports and Expenses must be posted to NetSuite, QuickBooks Online, Xero, or SAP. A scheduled workflow can submit a filtered export job and process results without assuming that all data is returned synchronously.

Integration direction
Expensify
Martini
NetSuite
Example Mapping
Expensify FieldCanonical FieldTarget Field
Report.reportIDexternalReportIdexternalReference
Expense.amountamounttransactionAmount
CategoryexpenseCategoryaccountOrCategory
TagcostCenterdepartmentOrCostCenter
Martini implementation pattern

Martini submits an export job using approval and date filters, waits for completion, maps Reports and Expenses into the accounting model, enriches or validates dimensions, and upserts using stable Expensify identifiers. Failed records are isolated for retry, while the synchronization watermark and job correlation are persisted.

Martini capabilities used
  • workflows
  • API consumption
  • scheduling
  • data mapping
  • business rules
  • error handling
  • retry processing

Pattern 2: Synchronize users and policy configuration

When to use this pattern

Use this pattern when workforce or finance master data must remain aligned with Expensify Users, Policies, Categories, and Tags. It is suitable for detecting departed users, changing policy membership, and aligning accounting dimensions.

Integration direction
Workday
Martini
Expensify
Example Mapping
Expensify FieldCanonical FieldTarget Field
User.employeeIDemployeeIduserReference
Policy.policyIDpolicyIdpolicyReference
Category.namecategoryNameexpenseClassification
Tag.namedimensionValuecostCenterOrProject
Martini implementation pattern

A Martini workflow retrieves source master data and Expensify configuration, matches records using controlled keys, applies eligibility and policy rules, and submits supported Expensify update jobs. It logs unmatched values and avoids assuming that category or tag names are globally consistent.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • asynchronous orchestration
  • error handling

Pattern 3: Process expense approval notifications

When to use this pattern

Use this pattern when selected Expensify approval or report-state events should notify finance teams or update Slack, Microsoft Teams, ServiceNow, or an internal finance application. Because event coverage is partial, use reconciliation as a fallback.

Integration direction
Expensify
Martini
Slack
Example Mapping
Expensify FieldCanonical FieldTarget Field
Report.reportIDreportIdnotificationReference
Report.statusapprovalStatemessageStatus
Report.submitteremployeeReferencemessageOwner
Report.totalreportAmountmessageAmount
Martini implementation pattern

Martini receives a supported callback, validates it, retrieves the current Report when the payload is incomplete, applies state and notification rules, and sends a concise downstream message. Correlation keys and notification history prevent duplicate alerts; scheduled reconciliation catches missed callbacks.

Martini capabilities used
  • API exposure
  • webhook consumption
  • workflows
  • business rules
  • data mapping
  • idempotency
  • monitoring

Pattern 4: Archive finalized expenses and receipts

When to use this pattern

Use this pattern when finance or compliance teams need a controlled archive of finalized Expenses, Reports, and receipt references. It is appropriate when receipt content and retention requirements must be handled separately from ordinary accounting synchronization.

Integration direction
Expensify
Martini
Approved archive storage
Example Mapping
Expensify FieldCanonical FieldTarget Field
Expense.expenseIDexternalExpenseIdarchiveObjectKey
Expense.createdexpenseDaterecordDate
Expense.receiptreceiptReferencedocumentReference
Report.reportIDreportIdarchiveMetadata.reportId
Martini implementation pattern

A scheduled Martini workflow submits an export job, processes bounded results, normalizes expense and receipt metadata, retrieves supported receipt content when necessary, and writes an archive package. It masks sensitive log data, stores checkpoints, and retries only uncommitted archive writes.

Martini capabilities used
  • scheduling
  • API consumption
  • JSON handling
  • data mapping
  • file handling
  • error handling
  • monitoring

Applications commonly integrated with Expensify

Expensify data can be incorporated into finance, workforce, customer, and collaboration processes. The following are practical enterprise architecture patterns rather than claims of native Expensify integrations.

Application Scenario Direction Martini Pattern
NetSuite Post approved expense reports, reimbursement information, categories, and accounting dimensions into finance workflows. Expensify → Martini → NetSuite A scheduled Martini workflow submits an Expensify export job, waits for completion, maps Categories and Tags to NetSuite dimensions, upserts expense data using stable Expensify identifiers, and records reconciliation results.
QuickBooks Online Transfer approved expense reports and expense transactions for bookkeeping and reconciliation. Expensify → Martini → QuickBooks Online Martini retrieves approved or reimbursed Reports and Expenses, transforms amounts and classifications to the QuickBooks Online model, applies duplicate checks, and sends failed items to an operational error path.
Xero Move expense and reimbursement information into accounting processes and preserve expense classifications. Expensify → Martini → Xero A Martini workflow exports finalized expense data, normalizes Users, Categories, and Tags, applies accounting rules, and creates or updates Xero transactions with retry-safe external keys.
Salesforce Associate relevant employee, customer, project, or opportunity expense information with Salesforce business context. Expensify → Martini → Salesforce Martini consumes an Expensify export, resolves business references using Salesforce APIs, maps expense data to the required Salesforce objects, and routes unmatched references for review.
Workday Align employee, department, and organizational data with Expensify Users and Policies. Workday → Martini → Expensify Martini retrieves Workday workforce changes, matches them to Expensify Users and policy membership, applies eligibility rules, and submits supported Expensify update jobs while logging exceptions.
SAP Send approved expense and accounting information to SAP finance processes and align cost-center dimensions. Expensify → Martini → SAP Martini exports approved Reports and Expenses, maps Categories and Tags to SAP accounting dimensions, validates required fields, and submits transactions with correlation and reconciliation records.
Slack Notify finance teams and managers about approvals, exceptions, or failed synchronization jobs. Expensify → Martini → Slack A supported Expensify callback or scheduled reconciliation starts a Martini workflow that verifies the Report state, formats a concise notification, and sends it to Slack while suppressing duplicate alerts.
Microsoft Teams Deliver expense approval, exception, and integration-status notifications to finance and management channels. Expensify → Martini → Microsoft Teams Martini receives or detects an Expensify state change, retrieves authoritative Report details when necessary, applies notification rules, and posts a Teams message with correlation information.

How to build a Expensify integration in Martini

Objective

Configure the Expensify Integration Server endpoint and keep partner credentials outside workflow logic.

Instructions in Martini

  • Use HTTPS requests with the Expensify JSON request format.
  • Store partnerUserID and partnerUserSecret in Martini secrets or environment configuration.
  • Use separate credentials and configuration for development, testing, and production where possible.
  • Restrict logs and access to workflows handling financial and receipt data.

Objective

Select a scheduled, callback-driven, or API-invoked entry point based on the required Expensify operation and event coverage.

Instructions in Martini

  • Use a scheduler for recurring exports and reconciliation.
  • Expose a Martini API for supported Expensify callbacks.
  • Treat callbacks as event assistance rather than universal change notifications.
  • Define a fallback schedule for missed or unsupported events.

Objective

Submit the appropriate Expensify job and handle asynchronous processing explicitly.

Instructions in Martini

  • Build a filtered JSON job for the required Reports, Expenses, Users, Policies, Categories, or Tags.
  • Persist the Expensify job identifier and workflow correlation.
  • Poll or retrieve results according to the selected job behavior.
  • Process large responses in bounded batches and maintain a synchronization watermark.

Objective

Coordinate job status, validation, enrichment, target writes, and reconciliation in a maintainable Martini workflow.

Instructions in Martini

  • Separate job submission, status handling, transformation, and target delivery stages.
  • Apply timeouts and bounded backoff for long-running jobs.
  • Verify authoritative Report or Expense state when a callback payload is incomplete.
  • Route rejected, corrected, or unmapped data to an exception path.

Objective

Convert Expensify's JSON objects into the canonical and target models required by finance, HR, notification, or archive systems.

Instructions in Martini

  • Map Expenses and Reports separately so report-level and expense-level reconciliation remain clear.
  • Translate Categories and Tags into target accounting dimensions.
  • Handle optional receipt metadata and references without assuming embedded binary content.
  • Preserve stable Expensify identifiers as external keys.

Objective

Ensure only appropriate expense states and valid accounting dimensions reach downstream systems.

Instructions in Martini

  • Filter by approved, reimbursed, finalized, or other required states.
  • Validate required users, policy membership, categories, tags, amounts, and dates.
  • Avoid hard-coding policy-specific category names or identifiers.
  • Define handling for corrections, rejected reports, deleted items, and voided data.

Common Expensify data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ExpensesIndividual employee expense transactions containing amounts, dates, merchants, categories, tags, comments, and receipt information.NetSuite, QuickBooks Online, Xero, SAP, archival storageMartini maps expense fields to a canonical finance model, applies approval and deduplication rules, and preserves the Expensify expense identifier as an external key.
ReportsGroups expenses for review, approval, export, reimbursement, and reconciliation.NetSuite, QuickBooks Online, Xero, SAP, Slack, Microsoft TeamsMartini filters Reports by status and date, correlates asynchronous export jobs, verifies state changes, and separates report-level reconciliation from expense-level processing.
PoliciesDefines expense rules, categories, tags, approval behavior, and policy membership.Workday, SAP, internal finance and policy administration systemsMartini retrieves Policies and synchronizes relevant configuration, while avoiding assumptions that policy identifiers or names are globally consistent.
UsersRepresents employees, administrators, accountants, and other people associated with an account or policy.Workday, identity systems, SAP, internal employee directoriesMartini matches Users using stable identifiers or controlled business keys, detects disabled or departed users, and applies eligibility rules.
CategoriesPolicy-level expense classifications used for accounting and reporting.NetSuite, QuickBooks Online, Xero, SAPMartini maps Categories to target chart-of-accounts or expense classifications and handles policy-specific additions without hard-coded global assumptions.
TagsAdditional dimensions for departments, projects, locations, or cost centers.NetSuite, SAP, Workday, finance data warehousesMartini transforms Tags into target dimensions, validates required combinations, and routes unmapped values for exception handling.

Authentication and security considerations

Partner credential authentication

Expensify's Integration Server API uses partnerUserID and partnerUserSecret in the request credentials object. OAuth was not confirmed as the primary authentication method for this API.

Secret management

Store partner credentials in Martini secrets or environment-specific configuration rather than embedding them in workflow logic. Use separate credentials for development, testing, and production when possible.

Financial data protection

  • Restrict access to workflows and logs handling expenses, receipts, comments, and financial amounts.
  • Do not log credentials or complete sensitive request and response payloads.
  • Mask receipt content and personally identifiable information in operational logs.
  • Define retention and deletion behavior for exported expense data.

Operational considerations for Expensify integrations

Asynchronous processing

Persist Expensify job identifiers and correlate them with Martini workflow executions. Use bounded polling, timeouts, and backoff rather than indefinite or unnecessary polling.

Incremental synchronization

Use the filtering and date or status fields supported by each export job. Maintain watermarks and stable external identifiers, and reconcile corrections, rejected reports, deleted items, or voided data.

Pagination and scale

Confirm response and pagination behavior for each job type. Process large exports in bounded batches and record the last successfully processed report or expense identifier.

Schema and configuration changes

Policies can have different Categories and Tags across accounts. Treat these values as configurable, tolerate optional receipt attributes, and monitor export format and job response changes.

Reliability and testing

Confirm current account-specific limits and quotas with Expensify, avoid unnecessary parallel exports, test receipt behavior separately, and capture request identifiers, job identifiers, status, and sanitized errors for reconciliation.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration beyond a script

Martini separates API calls, asynchronous job handling, mappings, business rules, target writes, and exception paths into maintainable workflows. This is useful when an Expensify export must be coordinated with accounting, HR, notification, or archive systems.

Reusable integration logic

Common handling for credentials, job correlation, identifier-based idempotency, validation, retries, and reconciliation can be reused across Expensify workflows and downstream applications.

Controlled API exposure

Martini can expose an API for supported Expensify callbacks or for internal applications that need normalized expense data without calling Expensify directly.

Operational visibility

Workflow-level logging, error paths, checkpoints, and monitoring provide a clearer operating model than isolated scripts or tightly coupled point-to-point integrations.

Frequently asked questions

How can Expensify be integrated with enterprise systems?

Expensify's primary mechanism is its HTTPS, JSON-based Integration Server API. Enterprise workflows can submit export, retrieval, creation, or update jobs for Expenses, Reports, Users, Policies, Categories, and Tags. Selected integration scenarios also support webhook-style callbacks, while receipt-related data depends on the selected export job.

Can Martini integrate with Expensify?

Yes. Martini can consume Expensify's Integration Server API over HTTPS, securely provide partner credentials, orchestrate asynchronous jobs, map the returned JSON, and expose an API for supported Expensify callbacks. A scheduled reconciliation workflow can supplement partial event coverage.

Do I need a connector to integrate Expensify with Martini?

No. A dedicated Expensify connector is not required. Martini can use Expensify's confirmed native Integration Server API, JSON job model, partner authentication, and selected callback mechanisms through workflows and APIs.

Is there any extra Lonti cost to integrate Expensify with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Expensify. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Expensify, cloud infrastructure, or other third-party systems based on subscriptions, usage, and deployment model.

Which Expensify integration methods should an enterprise use?

The recommended method is the Expensify Integration Server API using HTTPS and JSON. Use asynchronous jobs for exports and multi-object operations, selected callbacks where the required event is supported, and receipt handling only after validating the response behavior for the specific job. GraphQL and SOAP were not confirmed.

Are Expensify events or webhooks available?

Expensify provides webhook-style notifications for selected events and integration scenarios, but coverage is not universal across objects and state changes. Martini can receive supported callbacks through an API, verify the current Expensify state, and use scheduled reconciliation as a fallback.

How does synchronization with Expensify work?

A Martini workflow can submit a filtered export job, track its asynchronous status, process Reports and Expenses in bounded batches, and maintain a date or status watermark. Stable Expensify identifiers should be stored with target identifiers so retries, corrections, and previously exported items can be reconciled safely.

How does Martini handle Expensify errors, retries, and duplicate data?

Martini can correlate jobs and workflow executions, apply bounded polling and backoff, capture sanitized error details, and route failures for retry or review. Idempotency is implemented with stable Report and Expense identifiers, target lookups, persisted checkpoints, and separate report-level and expense-level deduplication logic.

Related Martini documentation

Expensify API

Triggers

Workflows

Security

Operations

Connect Expensify with your enterprise systems

Use Martini to orchestrate Expensify API jobs, synchronize expense data, process supported callbacks, and deliver reliable integrations across finance, HR, collaboration, and archival systems.

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