Tutorial: Integrate Expensify with Azure Active Directory
In this tutorial, you'll learn how to integrate Expensify with Azure Active Directory (Azure AD). When you integrate Expensify with Azure AD, you can:
- Control in Azure AD who has access to Expensify.
- Enable your users to be automatically signed-in to Expensify with their Azure AD accounts.
- Manage your accounts in one central location - the Azure portal.
To get started, you need the following items:
- An Azure AD subscription. If you don't have a subscription, you can get a free account.
- Expensify single sign-on (SSO) enabled subscription.
In this tutorial, you configure and test Azure AD SSO in a test environment.
- Expensify supports SP initiated SSO.
Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
Add Expensify from the gallery
To configure the integration of Expensify into Azure AD, you need to add Expensify from the gallery to your list of managed SaaS apps.
- Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
- On the left navigation pane, select the Azure Active Directory service.
- Navigate to Enterprise Applications and then select All Applications.
- To add new application, select New application.
- In the Add from the gallery section, type Expensify in the search box.
- Select Expensify from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.
Configure and test Azure AD SSO for Expensify
Configure and test Azure AD SSO with Expensify using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Expensify.
To configure and test Azure AD SSO with Expensify, perform the following steps:
- Configure Azure AD SSO - to enable your users to use this feature.
- Configure Expensify SSO - to configure the Single Sign-On settings on application side.
- Create Expensify test user - to have a counterpart of B.Simon in Expensify that is linked to the Azure AD representation of user.
- Test SSO - to verify whether the configuration works.
Configure Azure AD SSO
Follow these steps to enable Azure AD SSO in the Azure portal.
In the Azure portal, on the Expensify application integration page, find the Manage section and select Single sign-on.
On the Select a Single sign-on method page, select SAML.
On the Set up Single Sign-On with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.
On the Basic SAML Configuration section, enter the values for the following fields:
a. In the Identifier (Entity ID) text box, type the URL:
b. In the Reply URL text box, type a URL using the following pattern:
c. In the Sign on URL text box, type the URL:
The Reply URL value is not real. Update this value with the actual Reply URL. Contact Expensify Client support team to get this value. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Metadata XML and select Download to download the certificate and save it on your computer.
On the Set up Expensify section, copy the appropriate URL(s) based on your requirement.
Create an Azure AD test user
In this section, you'll create a test user in the Azure portal called B.Simon.
- From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
- Select New user at the top of the screen.
- In the User properties, follow these steps:
- In the Name field, enter
- In the User name field, enter the email@example.com. For example,
- Select the Show password check box, and then write down the value that's displayed in the Password box.
- Click Create.
- In the Name field, enter
Assign the Azure AD test user
In this section, you'll enable B.Simon to use Azure single sign-on by granting access to Expensify.
- In the Azure portal, select Enterprise Applications, and then select All applications.
- In the applications list, select Expensify.
- In the app's overview page, find the Manage section and select Users and groups.
- Select Add user, then select Users and groups in the Add Assignment dialog.
- In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
- If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
- In the Add Assignment dialog, click the Assign button.
Configure Expensify SSO
To enable SSO in Expensify, you first need to enable Domain Control in the application. For additional support, work with Expensify Client support team. Once you have Domain Control enabled, follow these steps:
Sign on to your Expensify application.
In the left panel, hover over Settings, then click Domains and navigate to SAML.
Toggle the SAML Login option as Enabled.
Open the downloaded Federation Metadata from Azure AD in notepad, copy the content, and then paste it into the Identity Provider Metadata textbox.
Create Expensify test user
In this section, you create the same user called B.Simon (For example, B.Simon@contoso.com) in Expensify. Check their guide here for inviting members, or work with the Expensify Client support team to add the users in the Expensify platform.
In this section, you test your Azure AD single sign-on configuration with following options.
Click on Test this application in Azure portal. This will redirect to Expensify Sign-on URL where you can initiate the login flow.
Go to Expensify Sign-on URL directly and initiate the login flow from there.
You can use Microsoft My Apps. When you click the Expensify tile in the My Apps, this will redirect to Expensify Sign-on URL. For more information about the My Apps, see Introduction to the My Apps.
Once you configure Expensify you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.