Overview

Torii integrates with Expensify, syncs users and analyzes SaaS expenses.

Torii can sync multiple Expensify accounts.

Torii will automatically match transactions to the correct application, summarize expenses and provide insights. Torii syncs transaction data up to one year prior to first connection date.

Data

Torii syncs the transaction list found in reports from your Expensify account and matches SaaS-related expenses to their respective app on Torii.

The following fields of transactions are used for mapping the expense to the correct application: merchant, modifiedMerchant and comment.

Torii also syncs the members of your Expensify workspaces. For each member, Torii brings in their email address and their workspace role — Admin, Auditor or User. A person who belongs to several workspaces appears once in Torii, with their highest role.

• Torii syncs members of the workspaces that the connected Expensify user belongs to. Members of workspaces that this user cannot see are not synced.

• Expensify does not report whether a member is active, when they last used Expensify, or whether they consume a paid seat. All synced members appear as active in Torii, and no license data is synced.

• Workspace members can include people outside your company, such as external accountants. They are synced because they do have access to your workspaces.

Prerequisite

• Make sure you have an Expensify account and admin user

• To connect Torii to Expensify you will be required to get the following from the Expensify website: Partner user ID, Partner User Secret, and Domain.
  Note: to view instructions from the Expensify side click here
  

Get the Partner user ID, Partner User Secret, and Domain

1. Go to https://www.expensify.com/tools/integrations/ and click on click here

   

2. A pair of credentials: partnerUserID and partnerUserSecret will be generated and shown on the page
   Make sure to copy & store the partnerUserID and partnerUserSecret in a secure location, as it will not be shown again.

3. Your Domain is part of the partnerUserID. Make sure you fill in the Domain as it appears in the partnerUserID.
   • Example:
     • partnerUserID - aa_your_user_name_toriihq_com
     • Domain - toriihq_com

Connect Expensify integration to Torii

To connect Expensify to Torii, follow the below steps:

1. Go to the Integrations page and select the Expensify tile

2. Connect to Expensify

3. In the Connect Expensify enter the partnerUserID and partnerUserSecret

4. Click Connect

   

    

Provide Torii with Expensify custom view

Note, if you don't want to expose Torii to all Expensify data, you will have to create an Expensify user with a custom view and connect this user to Torii while performing the integration

Check out how to build Expensify user with a custom view from Expensify help center

Q&A

Q: I am interested in expense data that is older than what Torii brings in from this integration. Is there a way to get more than one year of data synced into Torii?

A: While we we only sync a year of expense data upon connection of this integration in Torii by default, we can bring in data from any time point. If you are interested in getting data from an expanded time frame, please contact Torii's support team and we will be happy to help you with this. Please note, syncing data for a lengthy time period can bring back a lot of data, which can take a significant amount of time to sync (up to a several days, depending on the period of time back you are interested in).

Q: Why does Torii show more Expensify users than the number of people we pay for?

A: Torii syncs everyone who is a member of your Expensify workspaces. Expensify bills only for members who were active during the month, so the number of people with access is usually higher than the number you are billed for. The expense data in Torii shows who is actually submitting expenses.