Connect Expensify to Salesforce like Magic
How to Use Magical to Transfer Data from Expensify to Salesforce
Connect your apps with ease
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.
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:
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.
In Expensify, label the information you want to transfer with Magical, like Expense Report, Receipt Image, or Expense Amount.
Sign in to your Salesforce account and open the record where you want to add the Expensify data.
Type "//" in an empty field and select the information you want to transfer from Expensify such as Expense Report, Expense Category, etc.
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
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.
