With Oyster’s Zapier integration, you can now automate your expense workflows even more. The Oyster Zapier integration supports the following actions:
- Create an expense
- Approve an expense
- Reject an expense
- Get expense details
Prerequisites
Before using Zapier for expenses, make sure you follow this help article and correctly set up the Zapier integration with Oyster.
Required fields each action
The actions to approve or reject an expense include the following field:
- Expense ID - required
The action to create an expense includes the following fields:
- Engagement ID - required, the ID of the team member for who the payroll change should be created. Note: you can see the engagement IDs for all your team members in the "Team member report", which you can download from Company > Reports.
- Name - required, the name of the expense
- Description - optional, a description for the expense
- Incurred On - required, the date when the expense was incurred in the format YYYY-MM-DD
- Category - required, the expense category. Valid values include HOME_OFFICE, BENEFITS, CAR, EQUIPMENT, LEARNING_AND_DEVELOPMENT, FOOD, OFFICE_SUPPLIES, RENT, TRAVEL, OTHER
- Receipt URL - required, a public URL image of the receipt
- Receipt amount - required, the expense amount listed on the receipt
- Receipt currency code - required, the currency code of the receipt currency in the ISO 4217 standard
Using a spreadsheet to submit expenses
Setting up the Trigger
You can set up a Zap between Google Sheets or another supported spreadsheet app and Oyster, allowing you to submit expenses in bulk. To do so, you will first need to decide which supported spreadsheet app you would like to use and set the Trigger as that app. Then you will need to choose the trigger event from the available options.
You will then be asked to authorize your account on the spreadsheet app you would like to link.
At this point, depending on the event you have chosen you will be asked to choose the spreadsheet where the new expenses will be added. You will need to make sure the linked spreadsheet contains the required fields listed above.
To get started, you can make a copy of this template that includes all the relevant columns needed to create an expense.
Setting up the action
After choosing Oyster as the Action app, you can choose “Create Expense” as the Event. You will then be asked to authorize your Oyster account.
You will now need to map the fields in the spreadsheet you’ve selected to the Oyster fields. Any required fields are marked with an asterisk.
You will then be able to test the zap before published. At this point you will be able to identify if any values are submitted in the wrong format and Zapier will return an error.
Once you verify the zap works, you can publish and have your expenses synced automatically with Oyster! All expenses submitted via Zapier will be auto-approved in Oyster.