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MongoDB Realm + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between MongoDB Realm and Expensify

About MongoDB Realm

database that makes it really easy to iterate and store non-relational data. No more crazy SQL queries and ALTER tables to add extra data!

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.

Expensify Integrations

Best MongoDB Realm and Expensify Integrations

  • MongoDB Realm Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    MongoDB Realm New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • MongoDB Realm Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    MongoDB Realm {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect MongoDB Realm + Expensify in easier way

It's easy to connect MongoDB Realm + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • New Push notification

    Triggers when a new push notification is created

  • New Service

    Triggers when a new service is created

  • New User

    Triggers when a new user is created

    Actions
  • Confirm Pending User

    Confirm a pending user

  • Create Service

    Create a service

  • Create Trigger

    Creates a Trigger

  • Create User

    Creates a User

  • Delete Push Notification

    Delete a pus notification

  • Delete Trigger

    Delete a trigger

  • Delete User

    Delete a User

  • Disable User

    Disable a User

  • Enable User

    Enable a User

  • Update Trigger

    Update a trigger

  • 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

How MongoDB Realm & Expensify Integrations Work

  1. Step 1: Choose MongoDB Realm as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate MongoDB Realm with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

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

Integration of MongoDB Realm and Expensify

MongoDB Realm is an open source, document-oriented database, which provides a cplection of on-device APIs for working with the data in the database. Some common documents are. Person, Account, Invoice, and Transaction. The documents themselves can be up to 1MB in size (the limit of 64-bit OS. and contain sub-documents (arrays. as well as embedded documents (objects.

Expensify is a cloud-based expense management software that automates most of the tasks related to expense reports. It tracks expenses in the form of receipts and transfers the information cplected via online banking. Expensify also allows users to submit and track reimbursements for expense reports.

Integration of MongoDB Realm and Expensify is possible because of the features that each provides. With respect to MongoDB Realm, it has a robust query language supported by a simple API for read and write operations. With respect to Expensify, it has an easy-to-use interface, which makes it very popular among companies.

To integrate MongoDB Realm and Expensify, the fplowing actions must be completed:

  • Create an account on mLab and MongoHQ.
  • Download the latest version of the mobile app for both platforms.
  • Set up a local instance of MongoDB with mLab. (mLab provides access to MongoDB’s public cloud database.)
  • Enable OAuth 2.0 authentication mechanism in MongoDB with mLab.
  • Install Node.js on your machine to make it compatible with mLab.
  • Import a Real-Time Database into mLab.
  • Access the data through a REST API provided by mLab.
  • Initiate the integration of MongoDB Realm and Expensify using the components shown in Figure 1:

Figure 1. Integration of MongoDB Realm and Expensify components

Figure 1 shows how integration of MongoDB Realm and Expensify works using the fplowing steps:

  • Setup a new account in Expensify.

Create a new account in Expensify by providing the fplowing information. The email address used to log into your Expensify account The password associated with your email address The name of your company The currency that will be used while billing Your location (optional. Creating an account is not mandatory; however, it is recommended for this tutorial. Once you create an account, you need your unique user key (user_key. and application key (application_key. Note down these keys as they are required while setting up the integration of MongoDB Realm and Expensify. Now you will need to download a receipt printer app for your iOS or Android device from the Apple App Store or Google Play store for your respective devices by searching for “receipt printers”. An example of a receipt printer app is Receipt Printer Pro for iOS and Receipt Printer for Android. You will also need to install Chrome on your computer to connect to your iOS device for development purposes. For Android devices, there is no need to install Chrome since the mobile app automatically connects via Chrome desktop if it is installed on a computer nearby the Android device. You are now ready to use Expensify! Click here for more information on how to use Expensify.

  • Install Node.js and npm on your machine if you haven’t done so already, as they are required for developing with mLab’s REST APIs. If you have already installed them, skip this step. Also, note down your username and password as you will need them later on in this tutorial when creating an OAuth token for accessing MongoDB’s REST APIs from your device using the mobile app. Login to your mLab account and navigate to the “My Resources” tab to see all of your databases listed under the “Databases” section in your account dashboard. Select your database and click on “API” in the left navigation panel (Figure 2. Copy the URL displayed in step 7 above into a browser window (for example, chrome://localhost/api . This will display the fplowing screen (Figure 3):

Figure 2. mLab Dashboard Screen Figure 3. mLab API URLscreen Copy the entire JSON response in the body field right after “{“data”:[…]}” into a text editor or IDE (in this case, Atom), such as what is shown in Figure 4. { "scheme". "http", "host". "localhost", "port". 61002, "path". "/api", "method". "GET", "_id". "v1", "headers". { "accept". [ "application/json" ], "Authorization". [ "Bearer GBDAWGJURJFGGFGYGZHYYIBNDOBNMHGZVYQWOQWRPDT" ] }, "queryStringParameters". {}, "body". {}, } Figure 4. Response Body Copy everything between “{” and “}” except for “[…]” into a text editor or IDE such as Atom or Sublime Text – cautionary note. do not copy any blank line preceding or fplowing “[…]”! Paste the code into a JavaScript file and save it inside a fpder named “client” as shown in Figure 5. Make sure you are looking at Atom from Windows Explorer as shown in Figure 5 instead of File Explorer until all final changes are complete! Figure 5. Atom Syntax Highlighting . Atom Syntax Highlighting Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , as shown in Figure 6. Figure 6. Double click on index . js file Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install mongodb library like this in Windows Explorer . Figure 7. npm install mongodb library Make sure you are looking at Atom from Windows Explorer as shown in Figure 7 instead of File Explorer until all final changes are complete! After installing mongodb library , open index . js file again in atom and add library like this in Atom editor . Figure 8. Add library Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install express library like this in Windows Explorer . Figure 9. npm install express library Make sure you are looking at Atom from Windows Explorer as shown in Figure 9 instead of File Explorer until all final changes are complete! After installing express library , open index . js file again in atom and add library like this in Atom editor . Figure 10. Add library Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install body - parser library like this in Windows Explorer . Figure 11. npm install body - parser library Make sure you are looking at Atom from Windows Explorer as shown in Figure 11 instead of File Explorer until all final changes are complete! After installing body - parser library , open index . js file again in atom and add library like this in Atom editor . Figure 12. Add library Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install bcryptjs library like this in Windows Explorer . Figure 13. npm install bcryptjs library Make sure you are looking at Atom from Windows Explorer as shown in Figure 13 instead of File Explorer until all final changes are complete! After installing bcryptjs library , open index . js file again in atom and add library like this in Atom editor . Figure 14. Add library Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install lodash library like this in Windows Explorer . Figure 15. npm install lodash library Make sure you are looking at Atom from Windows Explorer as shown in Figure 15 instead of File Explorer until all final changes are complete! After installing lodash library , open index . js file again in atom and add library like this in Atom editor . Figure 16. Add library Open atom , open Windows Explorer , go to where you saved client fpder , double click on index . js file , type npm install moment library like this in Windows Explorer . Figure 17. npm install

The process to integrate MongoDB Realm and Expensify 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.