Connect to Expensify

Generate Partner User ID & Partner User Secret

Follow the steps below to generate your Expensify Partner User ID and Partner User Secret. A Paylocity representative will request these credentials via secure email to set up the connection needed for your Paylocity + Expensify integration. Please store the generated values in a secure location as they will only be shown once.

• Step 1: Go to https://www.expensify.com/tools/integrations/
• Step 2: Click Sign In on the left menu.

• Step 3. To set up the integration server access, click the click here link as shown in the screenshot below.

• Step 4: Your Partner User ID and Partner User Secret will be displayed.
  • Reminder: Make sure to record these credentials securely as they will only be shown once. A Paylocity Representative will request them via secure email in order to connect to your instance of Expensify.