Travel Expenses being one of the most common business expenses, organizations use a travel management system like TravelPerk. If you're an organization using both TravelPerk and Fyle, you can export your TravelPerk invoices as expenses in Fyle. It is an easy set up where you have to establish a connection between Fyle and TravelPerk and the invoices will be automatically imported as expenses in Fyle.

Following are the steps to auto-create expenses in Fyle from invoices in TravelPerk:

Note: The e-mail ID you're using to connect to TravelPerk should have admin access in both TravelPerk and Fyle.

1.Go to the Admin Settings page > Integrations > Native Apps > TravelPerk

2. Cilck on 'Connect' to connect your Fyle account to your TravelPerk account. (If you are not able to see the 'Connect' button, modify your cookie settings to 'allow all cookies' from your browser settings)

3. You will be redirected to the TravelPerk page to log into your account.

4. Once you're logged in, click on 'Authorize App' to allow access to Fyle.

5. Once the connection is established, you will be redirected back to the integration screen.

You are now all set!

If you'd like to redo the integration, you can click on 'Disconnect' and repeat the steps in this article from your preferred Admin account in Fyle.

Invoices created in TravelPerk after you've established the connection will be auto-created as expenses in Fyle. Read more about how these expenses are created n Fyle here.

If you need any assistance in setting this up, feel free to reach out to us on [email protected]