Pro Tip Mondays: Merge Accounts

micah —  May 16, 2011 — 2 Comments

Let’s say you start using Expensify with you personal email address. Then your boss wants in on it too, and before you know it your whole company has been signed up. That’s great! Except you were invited through your work email address, so now you have two Expensify accounts, both containing valuable data. But it’s really a pain to keep track of two accounts.

To resolve this conundrum simply merge both accounts, or rather, merge one account into the other. In this case, you’d probably want to keep your work email as the primary login, and you want to merge your personal account into that one.

Here’s how to do it:

  1. Sign in with the account you want to keep using
  2. Go to Settings, and scroll down to Merge Accounts section
  3. Enter the email and password of the account you wish to merge with
  4. Click the merge accounts button. Be careful, this step is not reversible!

merge two Expensify accounts

That’s it. We’ll bring in all of the reports, imported cards, secondary logins, and other settings from the account you are merging from to the account you are currently logged into.

This is Mich signing off after another grueling Pro Tips session. Come back next week!

2 responses to Pro Tip Mondays: Merge Accounts

    Mubarak D. Al Hmoud October 22, 2011 at 12:53 pm

    cant do that no more.. is it removed?

    Zhenya Grinshteyn October 24, 2011 at 5:36 am

    Merging accounts should still be working correctly. Could you please email so we can diagnose and fix the issue for you? Thanks and sorry for the inconvenience this is causing you!

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