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Expensify + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between Expensify and Odoo ERP Self Hosted

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Expensify + Odoo ERP Self Hosted

  • Expensify Expensify

    Odoo ERP Self Hosted + Expensify

    Export Report to PDF in Expensify when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Expensify New Calendar Event
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Odoo ERP Self Hosted + Expensify

    Create Expense Report to Expensify from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Expensify New Calendar Event
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Odoo ERP Self Hosted + Expensify

    Create Single Expense to Expensify from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Expensify New Calendar Event
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Odoo ERP Self Hosted + Expensify

    Export Report to PDF in Expensify when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Expensify New Note
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Odoo ERP Self Hosted + Expensify

    Create Expense Report to Expensify from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Expensify New Note
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Expensify + Odoo ERP Self Hosted in easier way

It's easy to connect Expensify + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Expensify & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Expensify to Odoo ERP Self Hosted.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Expensify and Odoo ERP Self Hosted

Expensify is a web-based expense tracking application that has been used by over 200,000 businesses worldwide. Expense reports can be submitted online including receipts, ensuring that they are easy to submit and simple to verify. Expensify uses an online interface that makes it easy to create reports with various filters, allowing users to search for what they need. The program also includes voice commands, making it possible for users to create reports even while driving or otherwise on the move. Expensify can be used in 24 different languages.

Odoo is a suite of business applications that are designed to offer flexibility, adaptability and scalability. It is often described as ERP software that adapts to your business rather than you adapting to the software. Odoo comes with integrated CRM functionality, allowing for the management of sales leads, contacts, invoices and orders. This makes it possible for businesses to keep track of their sales pipeline and develop marketing strategies based on data cplected through CRM.

Integration of Expensify and Odoo ERP Self Hosted

Integration of Expensify and Odoo ERP Self Hosted can be done easily. Users send their expense report data in PDF format to Expensify and the software stores it in a database. Then, Expensify integrates with Odoo ERP Self Hosted and sends the data in the database to Odoo ERP Self Hosted.

Benefits of Integration of Expensify and Odoo ERP Self Hosted

Expensify offers a number of benefits when used in conjunction with Odoo ERP Self Hosted. Here are some of the most important ones:

  • Allows for easy reconciliation of financial data

Expensify allows for easy reconciliation of financial data within Odoo ERP Self Hosted. As mentioned above, Expensify integrates with Odoo ERP Self Hosted and provides the data to the system in CSV format. This means that it is very easy to reconcile information stored in Odoo ERP Self Hosted with information stored in Expensify.

  • Allows for increased visibility into company spending patterns

Expensify allows for increased visibility into company spending patterns. This is true because Expensify allows users to track spending patterns at different levels. For example, users can track spending patterns at the individual employee level, the department level and even the organizational level. This allows them to understand how funds are being spent at different levels so they can make better decisions about where further expenses can be cut. It also makes it easier for them to identify employees who might have a tendency to overspend so they can put a stop to such behaviour before it becomes a problem.

  • Allows for faster reimbursements of expenses

Expensify allows for faster reimbursements of expenses because it helps eliminate many of the steps invpved in processing expense reports. In fact, Expensify eliminates the need for employees to print out their receipts and scan them into their computers or smartphones then send them via email or fax to accounts payable departments. Instead, employees simply take pictures of their receipts using their smartphone camera, upload the pictures to Expensify, select which expense report they want to apply them to and then fill out a few fields including their name and title. Because all this information is sent directly from Expensify to Odoo ERP Self Hosted, employees get reimbursed faster than they would if they had submitted paper forms via email or fax. This is extremely beneficial for businesses that have employees who travel frequently or conduct a lot of business outside of regular work hours since it means that they do not have to wait until the next day or the end of the week for reimbursement. Improved time-to-reimbursement ratios mean greater employee satisfaction which translates into higher productivity levels and reduced costs associated with retraining employees.

The process to integrate Expensify and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.