We’ve bolstered our current SalesForce integration (available on our Team plan) by adding support for FinancialForce. The FinancialForce integration is available on our Corporate plan. Once you’ve setup these integrations up in your account you can:
- Centrally manage users
- Tag expenses with Salesforce Accounts and Opportunities
- Tag expenses with FinancialForce Projects and Milestones
- Submit expense reports directly to FinancialForce
Connect Expensify and Salesforce + FinancialForce
Visit our Salesforce page for instructions on how to connect Expensify and Salesforce. Once you have connected to Salesforce, you will see the option to have reports submitted to FinancialForce PSA as well. Make sure that you have created an Expensify account that has been upgraded to the Corporate plan prior to connecting to Salesforce.
Once you’ve checked the ‘Submit reports to FinancialForce PSA’ checkbox, you’ll need to click ‘Sync’ in order to initiate the connection. Whenever you need to update your FinancialForce connection, simply navigate to this page and click ‘Sync’ again.
Using the Salesforce + FinancialForce Integration
Step 1: Tag Expenses
If tags are synced, all Accounts, Opportunities, Projects, and Milestones will be pulled into Expensify from Salesforce/FinancialForce and available for users as tags.
Step 2: Submit to FinancialForce
Our submit to FinancialForce feature works just like submitting any other report in Expensify. Just click submit and you’re done!
As always, if you have any questions at all about connecting to SalesForce or FinancialForce, please reach out to our support team at firstname.lastname@example.org. Welcome to the Force!