Integrate Spendesk with TravelPerk

• You need a Pro or Premium account on TravelPerk to use this feature
• Only Admins can use this feature

Spendesk automates spend management through artificial intelligence and offers smart corporate cards, expense management, and invoice processing all in one platform.

The Spendesk integration

The Spendesk integration automatically gathers travel expense data and invoices from TravelPerk as soon as you book a trip. 

Spendesk can only import new invoices. To import past invoices, contact the Spendesk team. 

You can book a trip for multiple travelers on TravelPerk and import the expenses to Spendesk. The invoice is assigned to the Booker.

1. Whenever you make a booking on TravelPerk, Spendesk automatically creates an expense.
2. An invoice is generated for each booking and automatically sent to Spendesk.
3. The invoice is automatically categorized, matched with the corresponding transaction and assigned to the booker, travel manager, or traveler. 
4. Travelers can assign TravelPerk expenses to a trip in Spendesk and submit an expense report with other expenses such as expense receipts, mileage expenses and per diems.
5. Any changes made to bookings on TravelPerk will be reflected in Spendesk. 

Note: Bookings and invoices are imported and assigned using email addresses. Make sure that all employees use the same email address in TravelPerk and Spendesk.

Enable the Spendesk integration

You need to be an Admin for TravelPerk and Spendesk to enable the integration following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Spendesk integration and click Set up
   
4. Click Enable
5. Log in to your Spendesk Admin account
6. On the Spendesk website, go to Settings, select Integrations, find TravelPerk and click Connect

Disable the Spendesk integration

Admins can disable the Spendesk integration by following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Spendesk integration and click Manage
4. Click Disable