diff --git a/docs/articles/expensify-classic/connections/Deel.md b/docs/articles/expensify-classic/connections/Deel.md index 12546a58ad8a..997cfaff59c4 100644 --- a/docs/articles/expensify-classic/connections/Deel.md +++ b/docs/articles/expensify-classic/connections/Deel.md @@ -1,12 +1,9 @@ --- -title: Deel-Integration.md +title: Integrate Deel and Expensify description: Learn how to integrate Expensify with Deel to automate expense syncing for employee reimbursements. -keywords: [Expensify, Deel, integration, expense syncing, reimbursements, approval workflow] +keywords: [Expensify Classic, Deel, integration, expense syncing, reimbursements, approval workflow] --- -# Deel Integration with Expensify - -## Overview This guide explains how business clients can integrate Expensify with Deel to automate expense synchronization. This one-way sync ensures that Expensify serves as the definitive source for all employee expenses. If you are an employee or contractor using Expensify within your company, please refer to: @@ -14,10 +11,13 @@ If you are an employee or contractor using Expensify within your company, please - [Employee Guide to Using Expensify with Deel](https://help.letsdeel.com/hc/en-gb/articles/7123572847761-Employee-s-Guide-to-Using-Expensify-With-Deel) - [Contractor Guide to Using Expensify with Deel](https://help.letsdeel.com/hc/en-gb/articles/9640208314897-How-Contractors-Can-Use-Expensify-With-Deel) -## How the Integration Works -By connecting Expensify to Deel, you can leverage Expensify’s approval workflows to ensure timely employee reimbursements via Deel. The integration links user profiles and expense workspaces between Expensify and Deel, allowing Deel to scan for approved expenses from matched users in designated workspaces. These approved expenses are then imported into Deel for reimbursement processing. +--- + +# How the Integration Works -### Key Details: +By connecting Expensify to Deel, you can leverage Expensify’s approval workflows to ensure timely employee reimbursements via Deel. The integration links user-profiles and expense workspaces between Expensify and Deel, allowing Deel to scan for approved expenses from matched users in designated workspaces. These approved expenses are then imported into Deel for reimbursement processing. + +## Key Details: - **One-Way Sync**: Expenses approved in Expensify sync to Deel. Expenses logged in Deel will NOT sync back to Expensify. - **Approval Workflow**: Only approved expenses in Expensify are eligible for syncing to Deel. - **Sync Timing**: Expense syncing is not immediate. For more details, refer to [How Does Expense Syncing Work?](https://help.letsdeel.com/hc/en-gb/articles/5871319525521-How-To-Set-Up-The-Expensify-Integration-On-Deel-For-EOR-Employees-And-Contractors#h_01G25AWSW0KHWBA63C1AZ6X9E9). @@ -25,11 +25,13 @@ By connecting Expensify to Deel, you can leverage Expensify’s approval workflo ## Prerequisites Before setting up the integration, ensure you meet the following requirements: -- **Deel Organization Manager permissions** +- **Deel Organization Manager permissions** (admin-level access) - **Expensify Admin permissions** for the workspaces you want to integrate - **A paid Expensify subscription** to approve and sync expenses -> **Note:** Expensify Admin permissions can be complex. For more details, refer to [Expensify’s Introduction to Integration](https://integrations.expensify.com/Integration-Server/doc/#introduction). +**Note:** Expensify Admin permissions can be complex. For more details, refer to [Expensify’s Introduction to Integration](https://integrations.expensify.com/Integration-Server/doc/#introduction). + +--- -## Next Steps +# Next Steps For a step-by-step setup guide, refer to the [official Deel integration guide](https://help.letsdeel.com/hc/en-gb/articles/5871319525521-How-To-Set-Up-The-Expensify-Integration-On-Deel-For-EOR-Employees-And-Contractors).