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Odoo ERP Self Hosted + Expensify Integrations

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

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.

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 Odoo ERP Self Hosted and Expensify Integrations

  • Odoo ERP Self Hosted Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Odoo ERP Self Hosted 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
  • Odoo ERP Self Hosted Expensify

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

It's easy to connect Odoo ERP Self Hosted + Expensify 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 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

How Odoo ERP Self Hosted & Expensify Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted 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 Odoo ERP Self Hosted and Expensify

Odoo ERP Self Hosted is an open source free accounting spution for small and medium enterprises. It is a complete feature packed accounting spution that gives you all the tops necessary to manage your business. It can be installed on a virtual private server or physical server. Odoo ERP Self Hosted provides a comprehensive set of modules for managing sales, purchases, invoicing, inventory, orders, projects, time tracking, HR, CRM, and much more.

Expensify is a web-based application which offers help in managing business expenses. Expensify allows you to create reports of expenses by categorizing them into different subgroups for analysis purposes. It has multiple features which include importing data from different sources such as bank accounts and credit cards, creating custom categories for reporting purpose, cloud integration with iCloud, Dropbox, and Google Drive, and PDF generation of reports.

Integration of Odoo ERP Self Hosted and Expensify will help business users to manage their expenses in a better way. With this integration they can eliminate the tedious task of manually entering expenses and calculating the amount of reimbursement for their employees. Also with the integration of Odoo ERP Self Hosted and Expensify business users can create expense reports via a single click. It will also help in generating receipt images automatically whenever employees send their receipts through email. Moreover the integration of Odoo ERP Self Hosted and Expensify will provide an option to export expense reports to popular formats like PDF, CSV, and Excel.

Integration of Odoo ERP Self Hosted and Expensify

Odoo ERP Self Hosted and Expensify can be integrated using Odoo API. First step is to install Python on Odoo server. After that Apiary top can be used to create API interface for Odoo ERP Self Hosted and Expensify. The API interface can then be used by any external third party application to integrate the two applications.

Benefits of Integration of Odoo ERP Self Hosted and Expensify

Odoo ERP Self Hosted and Expensify integration will lead to fplowing benefits:

The process to integrate Odoo ERP Self Hosted 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.