The first time you add an Expensify card to a FLO, you will need to create a configuration. This will allow you to connect to your Expensify account, save your account information, and reuse that configuration next time you build a FLO with the connector. That way, you don’t have to sign in every time you want to build a FLO with this Connector. Instead, use the configuration you have already set up. You can create and save multiple configurations and share them with your teammates.

Here’s how to set up a new configuration in Expensify:

  1. First, enter in an Account Nickname. This should be unique so if you are connecting multiple Expensify accounts you will be able to tell them apart.
  2. Enter in your account’s Partner User ID and Partner User Secret. These can both be found on your account when you sign in to https://www.expensify.com/tools/integrations/
  3. Enter in the email you used for your Expensify Account.
  4. Then click “Create” to finish this configuration.