How to Integrate Expensify with ConnectWise Manage

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In this tutorial, you’ll learn how to connect Expensify (New) with ConnectWise Manage using Zapier.

1. Open Zapier in your browser and sign in.
2. Click Create then Zaps on the left sidebar.
3. In the Trigger step, search for and select ConnectWise Manage.
4. Choose a trigger event (e.g., New/Updated Project) then connect your ConnectWise Manage account.
5. In the Action step, search for Expensify.
6. Choose an action (e.g., Create Expense Report) then connect your Expensify account.
7. Map the required fields (e.g., name, email, amount).
8. Publish to activate the automation.

Note: This automation sends data from ConnectWise Manage to Expensify when a trigger occurs. You can reverse the setup depending on your workflow. ConnectWise Manage isn’t natively supported in Expensify. You can use tools like Zapier to connect and automate workflows.