> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Expensify Integration: Setup and Sync

> Generate an API key in DualEntry for Expensify, then connect and configure the integration using Expensify's own setup guides.

Connect [Expensify](https://www.expensify.com/) to DualEntry so your chart of accounts, classifications, and tax rates flow into Expensify, and approved expense reports export back as bills and direct expenses. Expensify authenticates to DualEntry with an API key you generate in DualEntry. You complete the rest of the connection, and all import, export, and advanced sync settings, in Expensify, following Expensify's own setup guides linked below.

## 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](https://help.expensify.com/articles/new-expensify/connections/dualentry/Connect-to-DualEntry) guide for the full requirements.
* Your [chart of accounts](../../core-financials/general-ledger/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.

1. In DualEntry, go to **Settings → Organization → Developer access → API Keys**.
2. Choose the **+** button to open the create dialog.
3. Enter a name you'll recognize later, for example `expensify-production`.
4. 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.
5. Choose **Create API Key** and copy the key. It's shown once and can't be retrieved after you close the dialog.

See [How to Give an Integration Access to DualEntry](../../../developers/guides/api/api-keys/how-to-give-an-integration-access) for the full procedure.

<Info>
  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.
</Info>

## 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](https://help.expensify.com/articles/new-expensify/connections/dualentry/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](https://help.expensify.com/articles/new-expensify/connections/dualentry/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.

<Warning>
  If your DualEntry API key is revoked or replaced, Expensify shows an authentication error on the connection. Generate a new key following Step 1 above, then reconnect in Expensify with the new key.
</Warning>

## Result

After completing these steps, your DualEntry chart of accounts, enabled classifications, and tax rates stay current in Expensify, and approved expense reports export back to DualEntry as bills and direct expenses. For day-to-day configuration, troubleshooting, and FAQs, see Expensify's [Connect to DualEntry](https://help.expensify.com/articles/new-expensify/connections/dualentry/Connect-to-DualEntry) and [Configure DualEntry](https://help.expensify.com/articles/new-expensify/connections/dualentry/Configure-DualEntry) guides. To connect more systems, return to [Integrations](../index). For AP integrations with a similar expense-report shape, see [SAP Concur](./concur) and [Ramp](./ramp).