Expensify

The Expensify integration imports expenses from approved Expensify reports into Pike every hour and puts each one on its project, so out-of-pocket costs count against project margin.

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Connect Expensify

1. Go to Workspace settings → Integrations → Expensify.
2. Click Add integration.
3. Enter your Expensify partner user ID and secret.

Only workspace admins can connect or disconnect Expensify.

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Import data

On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads expense categories before the expenses that use them. It skips entities whose Read toggle is off, names them, and links to sync settings.

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What syncs

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Projects

Pike takes the project from an Expensify tag named after the Pike project, or from the tag mapping table. Expenses without a project land in Log → Expenses for review.

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Source of truth

Once a record is linked, Expensify owns the linked fields and Pike reads them back. Pike-only fields, such as project links, internal notes, allocations, and cost profiles, stay in Pike and are never overwritten.

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Schedule

Pike reads approved reports from Expensify every hour. Import data and Refresh always run on demand.

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Sync settings

While Expensify is connected, the What syncs with Expensify card sits under the top button row on the integration page. Each entity has a Read toggle (Expensify to Pike). Toggles save immediately. New connections start with Read on for everything.

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Synced records

Every synced record shows the Expensify marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.

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Sync issues

Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Expensify is marked “Removed in Expensify” in Pike, never deleted.

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Disconnect

Disconnecting Expensify stops syncing and keeps all imported data. Linked records keep their history.

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Permissions

Synced data respects Pike roles and private projects. A private project’s tasks never sync out to anyone who cannot see the project in Pike.

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Limits

• The sync is one way, from Expensify to Pike.
• Reimbursement stays in Expensify.
• Only expenses on approved reports import.

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Related

• Expensify integration overview: What syncs, how agencies use it, and FAQs.
• Pleo: Card and out-of-pocket expenses in real time.
• Log → Expenses: Review, assign, and approve expenses.