Prerequisites
- In DualEntry, an organization Admin able to generate an API key, or someone who holds that role to generate one for you.
- In Expensify, a Workspace Admin account on a workspace on the Control plan. See Expensify’s Connect to DualEntry guide for the full requirements.
- Your chart of accounts set up in DualEntry, since active accounts import into Expensify as soon as you connect.
Step 1: Generate an API key in DualEntry
Create the API key that Expensify uses to authenticate. This is the only setup step that happens in DualEntry; everything else happens in Expensify.- In DualEntry, go to Settings → Organization → Developer access → API Keys.
- Choose the + button to open the create dialog.
- Enter a name you’ll recognize later, for example
expensify-production. - Assign roles that cover what the integration does. DualEntry recommends at least the Accounts Payable role, which covers reading your chart of accounts and creating bills and vendor payments; Expensify’s setup flow tells you if it needs anything broader.
- Choose Create API Key and copy the key. It’s shown once and can’t be retrieved after you close the dialog.
API keys are organization-scoped, not tied to a single company. If your organization has multiple companies, Expensify calls each one a subsidiary and lets you choose which one to connect once you’re in Expensify.
Step 2: Connect and configure Expensify
With the API key from Step 1, finish setup in Expensify using Expensify’s own guides:- Connect to DualEntry: paste in the API key, choose which DualEntry company (Expensify calls it a subsidiary) to sync, and reconnect if the key is ever revoked or replaced.
- Configure DualEntry: choose what imports from DualEntry (chart of accounts, classifications, tax rates) and how expenses export back (as bills or direct expenses), plus auto-sync and settlement options.