Expensify

Cleo's Cloud Application Connector lets you use Clarify to connect to and integrate with your Expensify application.

This Connector allows you to connect Clarify to your data for seamless integration into your ERP, CRM, fulfillment, and other enterprise applications to keep data aligned between front-end and back-end systems.

How it works in Clarify

Integrating Cleo Clarify with external Web applications follows this basic process:

1) Using an intuitive Wizard, Clarify connects with your external application and helps you define and configure Clarify resources (mainly Business Processes and Schemas) to work with specific APIs. It creates Packages for each of the supported API objects (Accounts, Orders, Products, Invoices, etc) with http requests (Get/Post/Put, etc) for each. Within these packages are Business Processes used to call the API, and Schemas that can be referenced from Rulesets.

2) Then incorporate these connector resources with other Clarify Projects as part of a larger, overall integration solution. An example could be to seamlessly add products into an E-commerce application based on other ERP, CRM, Finance systems, etc., or even a backend database or flat file integration.

Each package contains object-specific Business Processes (to call the operation), and Schemas (to build Rulesets). Here’s an example resources created for the expenses objects.

Each Business Process has a corresponding request and response JSON Schema that can be used as part of the data transformation scenario you may require. You can then incorporate these resources into your overall integration solution, such as adding, updating, querying, or deleting information with Infusionsoft based on another integrated system, or even a database or flat file integration.

APIs

The Expensify Connector provides these APIs:

  • Expenses
  • Policies
  • Reports

These APIs provides dozens of actions that allow you to add, create, update, delete and search for PayPal data and information.

HTTP Methods available

The following HTTP Methods for RESTful Services can be called:
  • POST (Create)
  • GET (Read)
  • PUT (Update/Replace)
  • PATCH (Update/Modify)
  • DELETE
So for example, these actions could be applied:
  • Create, search for, update, modify, delete REPORT records.
  • Create, search for, update, modify, delete POLICY records.
  • Create, search for, modify,update, delete EXPENSE records.