Expensify
This article covers the following topics:
Minimum Required Permissions
Admin or application owner permissions in Zilla
Admin permissions in Expensify
Obtain Necessary URLs
You will need to access the Domain Members and Domain Admins page
Set Up the Integration in Zilla
Add the desired application to Zilla. For instructions on this process, refer to this article.
Click
Sync now
in the top right corner on the application instance page for Expensify.
Enable
Zilla Universal Sync (ZUS)
option from the dialog.Click
Next
.
Read the instructions and click
Launch Expensify
.
Log in to the Expensify Dashboard with your admin credentials.
You will be redirected to
Domain Members
page. Click Zilla’s browser extension icon in the upper right corner of the window and clickSend
to the right ofDomain Members
to sync domain members.
A display preview will popup displaying a list of
Domain Members
with their other details. ClickSend
.
Click the browser extension icon and click
Visit Page
to the right ofDomain Admins
to navigate to Domain Admins page.
Click the browser extension ison and click
Send
to the right ofDomain Admins
to sync domain admins.
A display preview will popup displaying a list of
Domain Admins
. Review the list and clickSend
.
Go back to Zilla dashboard and click
Done
.
Click
Close
.