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Quickly connect Expensify to Google Sheets with a Zapier template.
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Frequently Asked Questions about Expensify + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and Google Sheets
How do I start integrating Expensify with Google Sheets?
To begin integrating Expensify with Google Sheets, you'll first need to set up an account with us and connect both of your apps to our platform. Once you've connected them, you will be able to create Zaps that use triggers and actions to automate workflows between Expensify and Google Sheets.
Can I automatically add new expenses from Expensify to a Google Sheet?
Yes, you can set up a Zap where the trigger is 'New Expense' in Expensify. Each time a new expense is recorded, it will automatically populate in your chosen Google Sheet.
How can I ensure my expense data in Expensify updates a specific sheet in Google Sheets?
You can specify which sheet within your Google Spreadsheet you want your data to go by setting the appropriate action step in your Zap. This will direct our integration to update that particular sheet every time a defined trigger occurs.
Is it possible to archive old expenses into a separate sheet automatically?
Definitely. You can create a Zap that uses an 'Expense Report Approved' trigger and then sets an action to move or copy these expenses into another specified sheet for archiving purposes.
What if I want notifications about my expenses appearing in Google Sheets?
You can configure an additional action within your Zap such as sending an email or Slack notification every time new information is added or updated in your Google Sheet.
Can I filter certain types of expenses before they get logged into Google Sheets?
Yes, our integration allows you to set up filters based on specific criteria such as category, amount, or report status. This ensures only the relevant data from Expensify is transferred into your chosen sheets.
How do I handle errors when syncing data between Expensify and Google Sheets?
Within our platform, you have access to task history where errors are logged if syncing issues occur. We offer tools for diagnosing these errors so you can correct any problems with the integration setup promptly.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Report State
Try It- Email AddressRequired
- MerchantRequired
- Date of ExpenseRequired
- AmountRequired
- Currency
- Comment
- Tag
- Category
- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- Drive
- SpreadsheetRequired
- WorksheetRequired
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- TitleRequired
- Email AddressRequired
- PolicyRequired
- Report IDRequired
- Include Full-Page Receipts
- Report IDRequired
- No_team_drive
- SpreadsheetRequired
- WorksheetRequired
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