Arrow pointing right

Connect Email to Expensify like Magic

How to Use Magical to Transfer Data from Email to Expensify
Install Magical
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.

Get Magical for Free

More Email integrations with Magical

No items found.

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:

  1. 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.
  2. In your Email, label the information you want to transfer with Magical, like Receipt Date, Expense Category, Expense Amount, or Expense Description.
  3. Sign in to your Expensify account and open the expense report where you want to add the Email data.
  4. Type "//" in an empty field and select the information you want to transfer from Email such as Receipt Date, Expense Category, etc.
  5. 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Email and transfer data directly to Expensify. The extension is designed to simplify the process of data collection by automating the extraction of information from Email. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews