Emburse Spend + Salesforce Integration

Customers who have Emburse Spend Plus may take advantage of our integration with Salesforce. Follow the steps below to activate the integration.

Set Up a Salesforce Marketing User

1. Log in to Salesforce and select the Setup screen. sales_1.png

2. In the left-hand menu, under Administer, select Users.

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3. Find the member who will authorize Emburse Spend to connect to Salesforce and select Edit next to their name.

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4. This member will need to have Marketing User selected in the top right of their profile. Take note of what their Profile is set to (this example shows a System Administrator). Be sure to save your changes.

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5. Next you will need to edit the Profile settings. Navigate back to the Administer menu and select Profiles.

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6. Find the profile that was assigned to the member, and click Edit.

Any Salesforce member assigned this profile will be affected by the permission changes. To prevent this, you can make a new profile for Salesforce Integration permissions and assign the member to it.

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7. Scroll down to the Standard Object Permissions box. Be sure that the profile has the ability to View All Accounts, Campaigns, Contacts, and Opportunities. Be sure to save your changes. 

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Now you are ready to follow the steps below to connect your Salesforce and Emburse Spend accounts.

Connect Emburse Spend to Salesforce

The member selected in the previous step to authorize Emburse Spend to connect to Salesforce should follow these steps to complete the connection. 

1. In Emburse Spend, select Company Settings, then App Integrations. In the Salesforce box, select Connect.

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2. Log in with your Salesforce username and password.

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The integration is now complete.

Create a Custom Salesforce Expense Field

In Emburse Spend, select Company Settings, then Expense Fields. Select Create New Expense Field.

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In the pop-up select Sync From Salesforce.

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Select Field Type

Select the type of Salesforce field you want to use to create your Expense field.

  • Account
  • Opportunity
  • Campaign

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For each Salesforce field, you have the option to select all types or just certain types pulled directly from your Salesforce configuration.

  • For example, you could choose just the Prospect account type.

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Filter Opportunity by Type and Stage

For the Opportunity lists, you have two filter options: Type and Stage.  You can select one or multiple types and stages to build your list.

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Limit Field Visibility

If you have segmented your team by Department, Location, or any other Team Field in Emburse Spend, you can choose to limit the visibility of your Salesforce Expense Field to certain groups.

  • In this example, the field is visible to New York employees only.

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Click Create to save your field, and then refresh the screen. The items in the list will update directly from Salesforce.

Map Salesforce Expense Fields to Your Accounting Software

Expense fields you create can be mapped to fields in your accounting software. 

  • QuickBooks Online and QuickBooks Desktop maps to: Class or Customers
  • Xero maps to: Tracking Categories
  • NetSuite maps to: Location, Department or Class
  • Sage Intacct maps to: Class, Department, Location, Customer or Item

If you have an accounting sync set up in Emburse Spend, select which field you want to sync to at the top of your Expense Field list.

This is a one-to-one mapping. You must select only one Expense Field to sync to one corresponding field in your accounting software.

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