How to Create Expensify Expenses from Google Sheets Rows Using Pabbly Connect

Learn how to automate the creation of Expensify expenses from Google Sheets using Pabbly Connect in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Expensify Integration

To create Expensify expenses from Google Sheets, start by accessing Pabbly Connect. Go to the Pabbly Connect website by typing ‘Pabbly.com’ in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account in just two minutes. Existing users can simply sign in to access their dashboard.

Once logged in, navigate to the dashboard and click on the plus sign to create a new workflow. You will need to name your workflow, for instance, ‘Create Expensify Expenses from Google Sheets’. After naming, click on ‘Create’ to proceed with setting up the integration.

2. Setting Up the Trigger with Google Sheets

In this step, you will set Google Sheets as your trigger application in Pabbly Connect. Select Google Sheets from the trigger application options and choose the trigger event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to initiate the workflow whenever new data is added to your Google Sheet.

• Choose Google Sheets as the trigger application.
• Select ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Now, switch to your Google Sheet where you have already created an expense data sheet. To link this sheet with Pabbly Connect, go to ‘Extensions’, then ‘Add-ons’, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Don’t forget to refresh your Google Sheet after installation.

3. Configuring Google Sheets with Pabbly Connect

After installing the add-on, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’, then click on ‘Initial Setup’. Here, you will paste the Webhook URL you copied earlier and specify the trigger column. The trigger column should be the last column where data will be entered, for example, Column D.

Once you’ve set the trigger column, click on ‘Send Test’. You should see a confirmation that the test data was sent successfully. After this, click on ‘Submit’ to complete the initial setup. This setup allows Pabbly Connect to automatically capture data from the specified Google Sheets whenever a new entry is made.

4. Connecting Expensify to Pabbly Connect

Now that Google Sheets is set up, you need to configure the action application, which is Expensify. In Pabbly Connect, select Expensify as your action application and choose ‘Create Expense’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your Expensify credentials: Partner User ID and Partner User Secret.

To find these credentials, click on the provided link to access your Expensify account. After copying the Partner User ID, generate a new Partner User Secret if necessary. Once you have both credentials, paste them into Pabbly Connect and click ‘Save’. This connection allows Pabbly Connect to create expenses in your Expensify account based on the data from Google Sheets.

5. Mapping Data and Testing the Integration

After connecting Expensify, you will need to map the data fields from your Google Sheets to the respective fields in Expensify. This includes mapping the date, currency, merchant name, and amount. Ensure that the date is formatted correctly and the amount is converted into cents if necessary.

• Map the date field in YY-MM-DD format.
• Specify the currency (e.g., INR for Indian Rupees).
• Map the merchant name and amount accordingly.

Once all fields are mapped, click on ‘Save and Send Test Request’. You should see a confirmation that a new expense has been created in Expensify. Check your Expensify account to ensure that the new expense appears correctly. This confirms that the integration via Pabbly Connect is working as intended.

Conclusion

In this tutorial, we explored how to create Expensify expenses from Google Sheets using Pabbly Connect. By setting up triggers and actions, you can automate your expense management process seamlessly. With Pabbly Connect, integrating various applications like Google Sheets and Expensify becomes effortless, enhancing your workflow efficiency.