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Integrations and export formats in Expense
Expense can send accounting, salary data and payments to your other systems, through a direct integration or an export file. Here you see which options there are and which article to read.
🔄 Integration or export file?
| Integration | Export file | |
|---|---|---|
| How data is transferred | A direct connection between Expense and the system | A file that you download and read into the system |
| Example | Fortnox | SIE file, custom export format, Excel |
| Receipts | Included automatically | Can be exported as PDFs or PDF links |
| Suits you when | You do your accounting in Fortnox | You have another accounting or payroll system |
👉 Applies to: administrators who set up export from Expense or import to Expense.
📤 Export from Expense
| What | To | Read more |
|---|---|---|
| Accounting through integration | Fortnox | Fortnox integration |
| Accounting as a file | SIE or another standard format | Step 6: Export expense reports to accounting |
| Accounting in your own format | Your ERP or finance system | Create a custom export format and the glossary |
| VAT codes in the file | The accounting system | VAT codes in the export file |
| Salary statement | The payroll system | Export expenses, per diem and mileage allowance to payroll and Link wage types to your payroll system |
| Payments | The bank (BGC, ISO 20022, SUS) | Payment file to the bank |
| Expense reports for analysis | Excel | Export expense reports to Excel |
📥 Import to Expense
| What | Method | Read more |
|---|---|---|
| Persons, roles and accounts | XML file | Import specification for XML files |
| Projects and other internal accounts, fetched directly | API (JSON) | Fetch internal accounts from your API (JSON) |
| Nightly import of staff and account data | Custom import through SFTP | Custom import: automatic import of staff and account data and Create an SFTP account with an SSH key |
| Persons | Pyramid format | Pyramid import template: import persons |
| Internal accounts | From Fortnox | Fortnox integration |
⏱️ Automatic export
Instead of exporting manually, Expense can export on a schedule, for example daily or monthly. You set it up under Administrate > Settings > Import & Export. See Step 3: Customize your settings.
💡 Tips for the best result
- ⚙️ Decide how to export early, before you start using Expense
- 📊 Make sure the chart of accounts in Expense matches your accounting system
- 🧪 Test the export with a few expense reports before you go live
- 📧 If you use automatic export, add the right recipients for the confirmation emails
❓ Frequently asked questions (FAQ)
Does Expense work with our accounting system?
Most likely. Fortnox has a direct integration, and for other systems you can use an SIE file or build a custom export format.
What is the difference between integration and export?
An integration is a direct connection that sends the data for you. With export, the data is transferred through a file.
Can the export run automatically?
Yes, you can set up automatic export on a schedule.
Can we import users and accounts from other systems?
Yes, through an XML file, API or Custom import. Persons can also be imported with the Pyramid format.
✅ Summary
- 🔗 Fortnox has a direct integration
- 📄 Other systems get data through an SIE file or a custom export format
- 📥 Persons and accounts can be imported through XML, API or SFTP, and persons also through Pyramid
- ⏱️ The export can run automatically on a schedule