Expensify
Data Integration

via SSIS Productivity Pack

Integrate and migrate data to and from Expensify with any other application or data source including Marketo, Hadoop, Google Ads, and Microsoft Dynamics 365, to name just a few.

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When it comes to payment processing, having the most up-to-date information in your systems is imperative. Keep your Expensify data synced with the other applications within your business to better manager payment, billing, and finances.

Synchronize Data

Easily sync Expensify with your CRM, ERP, commerce, or any other application so payments, billing, finance details, etc. are always up-to-date.

Automate Business Processes

Expensify is the front line for payment processing, data integration can be used to streamline processes with your other applications such as automatic email follow-ups with the customer or starting a workflow in your accounting or ERP system.

Replicate Data

Data Archival

Easily replicate data from Expensify for data archival and warehousing requirements.

Data Analytics

Easily retrieve data from Expensify so it is available for your choice BI and Analytics platform.

Expensify Data Integration
is available in the
SSIS Productivity Pack

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Unique Features

A simplified and secure connection manager makes it easy to communicate with Expensify.
Retrieve data from Expensify with several advanced filtering capabilities for further data retrieval refinement.
Write data to Expensify through various write actions.

Technical Requirements

Expensify
SQL Server Integration Services
- Azure-SSIS Integration Runtime
- Microsoft SQL Server 2022
- Microsoft SQL Server 2019
- Microsoft SQL Server 2017
- Microsoft SQL Server 2016
- Microsoft SQL Server 2014
- Microsoft SQL Server 2012
- Microsoft SQL Server 2008 R2
- Microsoft SQL Server 2008

Expensify Data Integration Made Easy

Our solution is easy to use, offering code-less integration between Expensify and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, allowing your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.

Our Expensify integration solution is available within the REST Components and Productivity Pack, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Expensify with applications such as Microsoft Dynamics 365, Salesforce, NetSuite, and many more.

See our full product offerings for more information.

Other SSIS Accounting & Commerce Components

Our Accounting & Commerce components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular accounting/commerce solution. In addition to Expensify, we support the following Accounting & Commerce services: