Eloope supports several additional integrations for communication, cloud storage, accounting, banking, automation, and security. This article covers the remaining integrations not detailed in their own articles.
Microsoft Teams
Receive Eloope notifications and send automated messages directly in Microsoft Teams. The setup and functionality mirror the Slack integration.
Connect: Go to Admin Settings > Integrations > Microsoft Teams > Connect. Sign in to your Microsoft account and authorize Eloope.
Use in automations: Add a Send Teams Message action in the workflow builder. Choose a Teams channel or send a direct message to a specific user. Notifications include report submitted, approved, rejected, and reimbursement processed events.
Disconnect: Go to Admin Settings > Integrations > Microsoft Teams > Disconnect.
OneDrive
Automatically save receipts and expense reports to OneDrive folders. The setup and functionality mirror the Google Drive integration.
Connect: Go to Admin Settings > Integrations > OneDrive > Connect. Sign in to your Microsoft account and authorize Eloope.
Use in automations: Add an Upload to OneDrive or Save Report to OneDrive action in the workflow builder. Organize files by month, department, or employee using dynamic folder paths.
Disconnect: Go to Admin Settings > Integrations > OneDrive > Disconnect.
Xero
Sync approved expenses to Xero and map Eloope categories to your Xero chart of accounts. The setup and functionality mirror the QuickBooks integration.
Connect: Go to Admin Settings > Integrations > Xero > Connect. Sign in to Xero and authorize Eloope.
Account mapping: Map each Eloope expense category to the corresponding Xero account. Go to Admin Settings > Integrations > Xero > Account Mapping.
Use in automations: Add a Sync to Xero action to automatically sync expenses when reports are approved.
Disconnect: Go to Admin Settings > Integrations > Xero > Disconnect.
FreshBooks
Sync approved expenses to FreshBooks and map Eloope categories to your FreshBooks expense categories. The setup and functionality mirror the QuickBooks integration.
Connect: Go to Admin Settings > Integrations > FreshBooks > Connect. Sign in to FreshBooks and authorize Eloope.
Account mapping: Map each Eloope expense category to the corresponding FreshBooks category. Go to Admin Settings > Integrations > FreshBooks > Account Mapping.
Use in automations: Add a Sync to FreshBooks action to automatically sync expenses when reports are approved.
Disconnect: Go to Admin Settings > Integrations > FreshBooks > Disconnect.
Sage
Sync approved expenses to Sage and map Eloope categories to your Sage nominal codes. The setup and functionality mirror the QuickBooks integration.
Connect: Go to Admin Settings > Integrations > Sage > Connect. Sign in to Sage and authorize Eloope.
Account mapping: Map each Eloope expense category to the corresponding Sage nominal code. Go to Admin Settings > Integrations > Sage > Account Mapping.
Use in automations: Add a Sync to Sage action to automatically sync expenses when reports are approved.
Disconnect: Go to Admin Settings > Integrations > Sage > Disconnect.
Plaid
Link bank accounts to Eloope and import transactions automatically. Plaid lets you reconcile bank transactions with expenses, reducing manual data entry and catching unreported purchases.
Connect: Go to Admin Settings > Integrations > Plaid > Connect. Select your bank from the list, sign in with your banking credentials, and authorize the connection.
How it works:
- Plaid uses webhooks for real-time transaction updates. New transactions appear in Eloope within minutes of posting to your bank account.
- Imported transactions can be matched to existing expenses or used to create new ones.
- Admins can review imported transactions in Admin Settings > Integrations > Plaid > Transactions.
Note: Plaid is available on the Business plan and above. Bank availability depends on your region.
Disconnect: Go to Admin Settings > Integrations > Plaid > Disconnect.
Zapier
Connect Eloope to 5,000+ apps through Zapier. Use webhooks to trigger Zapier workflows (called Zaps) from events in Eloope.
How it works:
- In the Eloope automation editor, add a Send Webhook action to any workflow.
- Point the webhook URL to your Zapier trigger.
- When the Eloope workflow fires, the webhook sends data to Zapier, which runs your Zap.
This lets you push Eloope data to any app Zapier supports: CRMs, project management tools, spreadsheets, email marketing platforms, and more.
Note: You need a Zapier account to use this integration. Zapier plans are managed separately from your Eloope subscription.
SSO/SAML
Enable single sign-on so users sign in to Eloope with their company identity provider. SSO eliminates separate passwords and centralizes access control.
Configure SSO:
- Go to Admin Settings > Integrations > SSO.
- Enter your identity provider's metadata URL or upload the metadata XML file.
- Configure the entity ID and assertion consumer service URL provided by Eloope.
- Save the configuration and test the connection.
Eloope supports SAML 2.0 and works with major identity providers including Okta, Azure AD, Google Workspace, and OneLogin.
Note: SSO/SAML is available on the Enterprise plan only. Contact your account manager to enable it.