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Connect Expensify to Salesforce like Magic

How to Use Magical to Transfer Data from Expensify to Salesforce
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Transfer Data from Expensify to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Expensify to Salesforce 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 Expensify to Salesforce, helping you streamline your expense management and sales processes.

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More Expensify integrations with Magical

What Expensify data can you transfer

Magical enables you to transfer a wide array of data from Expensify to Salesforce. Here are some examples of the information you can extract:

Expense Report
Receipt Image
Expense Category
Expense Amount
And move more types of information by creating your own custom labels.

How to Transfer data from Expensify to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Expensify to Salesforce for more efficient expense management. Follow these steps:

  1. Sign in to your Expensify account and open the expense report containing the data you want to transfer, such as expense details and receipt images.
  2. In Expensify, label the information you want to transfer with Magical, like Expense Report, Receipt Image, or Expense Amount.
  3. Sign in to your Salesforce account and open the record where you want to add the Expensify data.
  4. Type "//" in an empty field and select the information you want to transfer from Expensify such as Expense Report, Expense Category, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Expensify and Salesforce

Efficient expense management is crucial to maintaining a healthy business. Expensify is a powerful expense management platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Expensify to Salesforce, allowing you to focus on managing your expenses and improving your sales processes.

Other ways to connect Expensify and Salesforce

Using Zapier

Zapier provides a seamless connection between Expensify and Salesforce, 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 Expensify and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and finance teams with real-time expense insights, fostering improved communication and a superior business operations. To employ this method, refer to their respective API documentation.

Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Expensify and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Expensify. Magical is free, easy to use, and it can save you a lot of time and effort.


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.

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