This guide explains how clients with Global Payroll direct employees can easily use the Expensify expense sync plugin from their Deel dashboard.
With expense sync for Global Payroll employees, you can configure how your group's expenses will sync and choose which payroll entities to sync expenses for.
You must be an Org Admin, IT Developer Admin, or Integrations Admin-Bookkeeper on Deel to set up this integration.
✅ Step 1 - Open the Expensify Integration
In the left sidebar, select Apps & Automation to expand its submenu.
Select App Store.
If the Welcome to your Deel Apps & Integrations dialog appears, select I’ll do that later to close it.
In the Find apps field, enter Expensify, then select the result labeled Spend management software.
The Expensify integration page opens.
To configure Expense Sync, Expensify must already be connected. A connected integration provides the Plugins tab and Sync Integration.
If the page shows Connect Expensify, select it and enter the valid credentials supplied by Expensify: Partner User ID and Partner User Secret. Then select Connect & go to settings when it becomes available. Do not use placeholder or guessed credentials.
✅ Step 2 - Manage Expense Sync options
On the connected Expensify integration page, select the Plugins tab and then select Manage expense sync.
The Expense Sync options page opens. If the Plugins tab is unavailable, Expensify has not yet been connected; complete the connection in Step 1 and then return to this page.
✅ Step 3 - Assign expense categories
On the Expense Sync options page, click Configure in the expense-category section.
To enable expense syncing, assign each Expensify expense category to a payroll component.
Choose a payroll component from the dropdown for each Expensify expense category.
Click Apply after assigning all required categories.
To change assignments later, click Edit in the expense-category section.
✅ Step 4 - Configure expense sync for each entity
For each payroll entity, choose when expense syncing should begin.
Select Sync From Now to begin an ongoing expense sync from today.
Select Scheduled Sync and choose a future date to begin syncing on that date.
✅ Step 5 - Review sync details
The expense-sync status appears next to each entity.
If a sync is active, its status is shown for that entity.
If a sync is scheduled but not yet active, the scheduled start date and a countdown appear.
The integration syncs automatically every four hours.
Frequently Asked Questions
[ACCORDION] Will there be notifications of integration issues?
Yes, Deel will send out notifications of integration or global payroll sync issues. Specify an organization manager (or as many emails as needed) email to receive these notifications.
To do this:
✅ Step 1 - Go into the Expensify integration and click on the inverted ellipsis (three dots) next to the Sync Integration button.
✅Step 2 - Select Email notifications settings from the list of options.
✅Step 3 - In the Email notifications settings drawer, click on the Add button to add an email notifications list.
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