Torii integrates with Expensify and analyzes SaaS expenses.
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.
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:
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
Go to https://www.expensify.com/tools/integrations/ and click on click here
A pair of credentials: partnerUserID and partnerUserSecret will be generated and shown on the page
Make sure to copy & store the
partnerUserSecretin a secure location, as it will not be shown again.
Domainis part of the
partnerUserID. Make sure you fill in the
Domainas it appears in the
Connect Expensify integration to Torii
To connect Expensify to Torii, follow the below steps:
Go to the Integrations page and select the Expensify tile
Connect to Expensify
In the Connect Expensify enter the partnerUserID and partnerUserSecret
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: 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).