To use the direct integration with TravelPerk, you'll need to link your TravelPerk account to ExpenseIn. Once linked, all confirmed travel purchases will automatically appear as expenses or invoices within the corresponding area of ExpenseIn ready for submission.
Note:
For security reasons, ExpenseIn will never link your ExpenseIn account and TravelPerk account for you. This must be done by an authorised person from your company.
If you're using Linked Accounts, you should only connect your TravelPerk account to your main ExpenseIn account. If you connect the same TravelPerk account to each account, you'll receive duplicate invoices.
How your TravelPerk invoices are imported into ExpenseIn is determined by your TravelPerk Billing cycle. Contact our Support team if you're unsure on how this affects you.
To connect your TravelPerk account, follow the steps below:
1. Click the Account Name > Admin.
2. In the Integrations section, click the Travel subheading.
3. Locate TravelPerk from the available connections list and click the Connect button.
4. You'll be redirected to app.travelperk.com to authenticate your TravelPerk account.
If you're not already logged in to TravelPerk then you'll have to log in now.
Note: ExpenseIn will not store or have access to your login credentials for your TravelPerk account.
5. The following screen should display, click Authorize app if you're happy to proceed and connect ExpenseIn to your TravelPerk account.
6. Go back to the Travel page to ensure the TravelPerk integration has a Connected status.
Once the status displays as Connected, TravelPerk will begin to import your travel invoices into the relevant area of ExpenseIn going forward.
If you have any further questions or have any issues connecting the TravelPerk integration, contact our Support team via Live Chat or by emailing support@expensein.com.