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. DualEntry shows it only once, and you can’t retrieve it 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.