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Step by Step Guide to Building an Expensify API Integration in JS

Aug 7, 20245 minute read

Introduction

Hey there, fellow dev! Ready to dive into the world of expense management? Let's talk Expensify API. It's a powerhouse for handling expenses, and we're going to harness that power using the nifty node-expensify package. Buckle up!

Prerequisites

Before we jump in, make sure you've got:

  • Node.js and npm (you're a pro, so I'm sure you do)
  • An Expensify account with API credentials (if not, go grab 'em!)

Setting up the project

Let's get this show on the road:

mkdir expensify-integration && cd expensify-integration npm init -y npm install node-expensify

Easy peasy, right?

Configuring the Expensify client

Time to get our hands dirty. First, import the package and set up authentication:

const Expensify = require('node-expensify'); const client = new Expensify({ partnerUserId: 'YOUR_PARTNER_USER_ID', partnerUserSecret: 'YOUR_PARTNER_USER_SECRET' });

Basic API operations

Now for the fun part - let's play with some expenses!

Fetching expenses

async function getExpenses() { const expenses = await client.getExpenses(); console.log(expenses); }

Creating an expense

async function createExpense() { const newExpense = await client.createExpense({ amount: 42.00, merchant: 'Coffee Shop', created: new Date().toISOString() }); console.log('New expense:', newExpense); }

Updating an expense

async function updateExpense(expenseId) { const updatedExpense = await client.updateExpense(expenseId, { amount: 45.00 }); console.log('Updated expense:', updatedExpense); }

Deleting an expense

async function deleteExpense(expenseId) { await client.deleteExpense(expenseId); console.log('Expense deleted'); }

Advanced features

Let's kick it up a notch!

Working with reports

async function createReport() { const report = await client.createReport({ title: 'Q2 Business Trip' }); console.log('New report:', report); }

Handling attachments

async function addAttachment(expenseId, filePath) { await client.addAttachment(expenseId, filePath); console.log('Attachment added'); }

Implementing webhooks

const express = require('express'); const app = express(); app.post('/expensify-webhook', (req, res) => { // Handle webhook payload console.log('Webhook received:', req.body); res.sendStatus(200); });

Error handling and best practices

Don't let those pesky errors catch you off guard!

async function safeApiCall(apiFunction) { try { return await apiFunction(); } catch (error) { if (error.response && error.response.status === 429) { // Handle rate limiting console.log('Rate limited, retrying in 5 seconds...'); await new Promise(resolve => setTimeout(resolve, 5000)); return safeApiCall(apiFunction); } console.error('API Error:', error.message); } }

Testing the integration

Test, test, and test again!

const { jest } = require('@jest/globals'); test('fetches expenses successfully', async () => { const mockExpenses = [{ id: '123', amount: 50 }]; client.getExpenses = jest.fn().mockResolvedValue(mockExpenses); const expenses = await getExpenses(); expect(expenses).toEqual(mockExpenses); });

Deployment considerations

Keep those secrets safe!

const client = new Expensify({ partnerUserId: process.env.EXPENSIFY_PARTNER_USER_ID, partnerUserSecret: process.env.EXPENSIFY_PARTNER_USER_SECRET });

Conclusion

And there you have it! You're now armed and ready to tackle expense management like a pro. Remember, the Expensify API is your oyster - keep exploring and building awesome integrations!

For more in-depth info, check out the Expensify API docs and the node-expensify package.

Now go forth and conquer those expenses! 💪💼