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Update Configure-Accelo.md #45974

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52 changes: 50 additions & 2 deletions docs/articles/expensify-classic/connections/accelo/Configure-Accelo.md
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---
title: Configure Accelo
description: Configure Accelo
description: Configure Accelo's export and coding settings.
order: 2
---

# Coming soon
# Configure Accelo
1. Log into Accelo
2. Navigate to the Integrations page
3. Select the **Expensify** tab
4. Enter Expensify Integration Server Credentials
5. Provide your Expensify Integration Server’s Partner User ID and Partner User Secret
6. Click “Save” to complete the setup

## Upload Accelo Project Codes as Tags in Expensify
Once you have connected Accelo to Expensify, the next step is to upload your Accelo Project Codes as Tags in Expensify:
1. Head to to **Settings** > **Workspaces** > **Group** > _[Workspace Name]_ > **Tags**
2. Choose to upload a CSV
3. If you also integrate with Xero or QuickBooks Online, you must upload your Project Codes by appending your tags
- Go to **Settings** > **Workspaces** > **Group** > _[Workspace Name]_ > **Tags**
- Click on **Append a custom tag list from a CSV** to upload your Project Codes via a CSV

## Information sync between Expensify and Accelo
The Accelo integration does a one-way sync, which means it brings expenses from Expensify into Accelo. When this happens, it transfers specific information from Expensify expenses to Accelo:

| Expensify | Accelo |
|---------------------|-----------------------|
| Comment | Title |
| Date | Date Incurred |
| Category | Type |
| Tags | Against (relevant Project, Ticket or Retainer) |
| Distance (mileage) | Quantity |
| Hours (time expenses) | Quantity |
| Amount | Purchase Price and Sale Price |
| Reimbursable? | Reimbursable? |
| Billable? | Billable? |
| Receipt | Attachment |
| Tax Rate | Tax Code |
| Attendees | Submitted By |

## Expense Status
The status of your expense report in Expensify is also synced in Accelo.

| Expensify Report Status | Accelo Expense Status |
|-------------------------|-----------------------|
| Open | Submitted |
| Submitted | Submitted |
| Approved | Approved |
| Reimbursed | Approved |
| Rejected | Declined |
| Archived | Approved |
| Closed | Approved |

## Importing expenses from Expensify to Accelo
Accelo checks Expensify for new expenses once every hour. It automatically adds expenses that have been created or changed since the connection's last sync.
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