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Automate Expense Tracking: Connect Google Sheets to Expensify

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating expense tracking, first access Pabbly Connect. This platform acts as the central hub for integrating Google Sheets with Expensify.

If you are a new user, visit the Pabbly website and sign up. Once registered, you will receive 100 free tasks monthly, perfect for testing your automation workflows.

2. Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, click the “Create Workflow” button on the dashboard. Choose the option to create using the Quick Builder for a streamlined setup.

Next, input a prompt such as “Automate expense tracking: connect Google Sheets to Expensify”. The platform will analyze your request and prompt you to select the Google Sheets trigger. Choose “New or Updated Spreadsheet Row” as your trigger.

Click on “Create” to generate the workflow.
Approve the generated workflow by clicking the approval button.

Once approved, you will see the applications Google Sheets and Expensify listed in your workflow.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, copy the provided webhook URL. Then, go to your Google Sheets document and click on “Extensions” followed by “Add-ons”.

Search for “Pabbly Connect Webhooks” and install it. After installation, click on the option to set up a new webhook. Paste the copied URL into the setup field and specify the trigger column, which in this case is column G.

Click on “Send Test” to verify the connection.
Ensure the “Send On Event” option is active.

This confirms that your connection between Google Sheets and Pabbly Connect is working correctly.

4. Adding Expensify as the Action Application

Next, you will add Expensify as the action application in your Pabbly Connect workflow. Click on the plus icon and search for Expensify.

When prompted, create a new connection by entering your partner user ID and secret. You can generate these credentials from your Expensify account settings. After entering the details, select the appropriate policy and map the required fields.

Map the date and amount fields from Google Sheets.
Select the category and any additional fields as required.

Finally, click on the “Save and Send Test Request” button to ensure everything is functioning as expected.

5. Testing the Integration

After setting up your workflow, it’s crucial to test the integration between Google Sheets and Expensify using Pabbly Connect. Add a new expense record in your Google Sheets to trigger the automation.

Check your Expensify account to see if the new expense entry has been created automatically. If everything is set up correctly, you will see the new entry reflecting the details you mapped earlier.

Confirm that all details such as merchant name and amount are accurate.
Ensure the automation runs smoothly without manual intervention.

This integration saves time and eliminates repetitive tasks, making it an invaluable tool for businesses.

Conclusion

In this tutorial, we explored how to automate expense tracking by integrating Google Sheets with Expensify using Pabbly Connect. This seamless integration helps streamline the expense management process, saving time and reducing manual errors.