Activating the TravelPerk-Expensya integration
Thanks to the native integration between Expensya & TravelPerk, it is now possible to retrieve invoices for travel services from the TravelPerk platform and integrate them into Expensya as expenses.
The recovery of these invoices is automated and seamless through an API integration.
The TravelPerk integration is available on the Gold offer and can be activated from the Admin tab.
The activation of the integration between Expensya & TravelPerk is possible from both platforms: TravelPerk or Expensya.
The company's account administrator can enable this integration.
Activation of the integration from TravelPerk:
To activate the integration from TravelPerk, simply:
- Log in as an administrator on the TravelPerk platform
- Click on the "Company settings" tab then "Integration" menu
- Select the "Expensya" integration then click on "Set Up"
- Activate the integration of Expensya
- Redirection to Expensya to approve the integration
If you are not logged in to Expensya at the time of the redirection, you will have to take an additional step and log in to Expensya before accessing the integration validation interface.
Activation of the integration from Expensya:
To add it, the administrator must:
- Go to the "Integration" tab in the admin panel and click on "Add an integration"
- Click on "add an integration"
- In the marketplace, select the "Travel" category,
- Select TravelPerk from the list of available integrations
- Click on "Connect”
- Approve data sharing by clicking on "Authorize App"
Once activated, the collection of invoices from TravelPerk will be done automatically every day at 1 AM.
More details on configuring and collecting expenses on the following article:
