Connect Email to Expensify like Magic
How to Use Magical to Transfer Data from Email to Expensify
Connect your apps with ease
Transfer Data from Email to Expensify: A Step-by-Step Guide
With Magical, you can transfer data from Email to Expensify in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Email to Expensify, helping you speed up expense reporting and optimize your financial processes.
More Email integrations with Magical
What Email data can you transfer
Magical enables you to transfer a wide array of data from Email to Expensify. Here are some examples of the information you can extract:
Subject
Sender
Date
Body
And move more types of information by creating your own custom labels.
How to Transfer data from Email to Expensify using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Email to Expensify for more efficient expense reporting. Follow these steps:
Sign in to your Email account and open the email containing the data you want to transfer, such as receipt date, expense category, amount, and description.
In your Email, label the information you want to transfer with Magical, like Receipt Date, Expense Category, Expense Amount, or Expense Description.
Sign in to your Expensify account and open the expense report where you want to add the Email data.
Type "//" in an empty field and select the information you want to transfer from Email such as Receipt Date, Expense Category, etc.
The next time you fill out an expense report, Magical will automatically transfer all the fields into the form with one click.
About Email and Expensify
Swift and efficient expense reporting is crucial to maintaining financial accuracy and control. Email is a common platform for receiving receipts and Expensify is a robust expense management solution. Combining the capabilities of these two platforms can significantly enhance your financial processes. By leveraging Magical, you can easily move information from Email to Expensify, allowing you to focus on managing your expenses and improving financial accuracy.
Other ways to connect Email and Expensify
Using Zapier
Zapier provides a seamless connection between Email and Expensify, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Email and Expensify is by directly utilizing their APIs. By integrating both APIs, you empower finance and accounting teams with real-time expense insights, fostering improved communication and a superior financial management experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
