Create Additional-Travel-Integrations.md

[MonteExpensify]

Merging misc business travel integration options. Discussion here. https://expensify.slack.com/archives/C02QSAC6BJ8/p1695835325503979

Details

Fixed Issues

$
PROPOSAL:

Tests

• Verify that no errors appear in the JS console

Offline tests

QA Steps

• Verify that no errors appear in the JS console

PR Author Checklist

• I linked the correct issue in the ### Fixed Issues section above
• I wrote clear testing steps that cover the changes made in this PR
  • I added steps for local testing in the Tests section
  • I added steps for the expected offline behavior in the Offline steps section
  • I added steps for Staging and/or Production testing in the QA steps section
  • I added steps to cover failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
  • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
  • I tested this PR with a High Traffic account against the staging or production API to ensure there are no regressions (e.g. long loading states that impact usability).
• I included screenshots or videos for tests on all platforms
• I ran the tests on all platforms & verified they passed on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• I verified there are no console errors (if there's a console error not related to the PR, report it or open an issue for it to be fixed)
• I followed proper code patterns (see Reviewing the code)
  • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick)
  • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • I verified that comments were added to code that is not self explanatory
  • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
  • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
    • If any non-english text was added/modified, I verified the translation was requested/reviewed in #expensify-open-source and it was approved by an internal Expensify engineer. Link to Slack message:
  • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
  • I verified the JSDocs style guidelines (in STYLE.md) were followed
• If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• I followed the guidelines as stated in the Review Guidelines
• I tested other components that can be impacted by my changes (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar are working as expected)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
• I verified that if a function's arguments changed that all usages have also been updated correctly
• If a new component is created I verified that:
  • A similar component doesn't exist in the codebase
  • All props are defined accurately and each prop has a /** comment above it */
  • The file is named correctly
  • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • The only data being stored in the state is data necessary for rendering and nothing else
  • If we are not using the full Onyx data that we loaded, I've added the proper selector in order to ensure the component only re-renders when the data it is using changes
  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
  • All JSX used for rendering exists in the render method
  • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
• If any new file was added I verified that:
  • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
• If a new CSS style is added I verified that:
  • A similar style doesn't already exist
  • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG))
• If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
• If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
• If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
• If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
• If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
• If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
• I have checked off every checkbox in the PR author checklist, including those that don't apply to this PR.

Screenshots/Videos

Android: Native

Android: mWeb Chrome

iOS: Native

iOS: mWeb Safari

MacOS: Chrome / Safari

MacOS: Desktop

[github-actions]

CLA Assistant Lite bot All contributors have signed the CLA ✍️ ✅

[melvin-bot]

@AndrewGable Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

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[AndrewGable]

I don't think formatting is working as we expect, seems like it's missing newlines and bullet points aren't working: https://56fee76f.helpdot.pages.dev/articles/expensify-classic/integrations/travel-integrations/Additional-Travel-Integrations#gsc.tab=0

[MonteExpensify]

Updated Copy in proper format should be here:

---
title: Importing Receipts from Various Platforms to Expensify
description: Detailed guide on how to import receipts from multiple travel platforms into Expensify.
---

# Overview
You can automatically import receipts from many travel platforms into Expensify, to make tracking expenses while traveling for business a breeze. Read on to learn how to import receipts from Bolt Work, Spot Hero, Trainline, Grab, HotelTonight, and Kayak for Business.

## How to Connect to Bolt Work

### Set Up Bolt Work Profile
- Open the Bolt app, go to the side navigation menu, and select Payment.
- At the bottom, select Set up work profile and follow the instructions, entering your work email for verification.

### Link to Expensify
- In the Bolt app, go to Work Rides.
- Select Add expense provider, choose Expensify, and enter the associated email to receive a verification link.
- Ensure you select your work ride profile as the payment method before booking.

## How to Connect to SpotHero

### Set up a Business Profile
- Open the SpotHero app, click the hamburger icon, and go to Account Settings.
- Click Set up Business Profile.
- Specify the email connected to Expensify and set up your payment method.
- Upon checkout, choose between Business and Personal Profiles in the "Payment Details" section.
- If you want, you can set a weekly or monthly cadence for consolidated SpotHero expense reports in your Business Profile settings. This will batch all of your SpotHero expenses to import into Expensify at that cadence.

## How to Connect to Trainline
- To send a ticket receipt to Expensify:
  - In the Trainline app, navigate to the My Tickets tab.
  - Tap Manage my booking > Expense receipt > Send to Expensify.
- That’s it!

## How to Connect to Grab
- In the Grab app, tap on your name, go to “Profiles”, and “Add a business profile”.
- Follow instructions and enter your work email for verification.
- In your profile, tap on Business > Expense Solution > Expensify > Save.
- Before booking, select your Business profile and confirm.

## How to Connect to HotelTonight
- In HotelTonight, go to the Bookings tab and select your booking.
- Select Receipt > Expensify, enter your Expensify email, and send.

## How to Connect to Kayak for Business

### Admin Setup
- Admins should go to “Company Settings” and click on “Connect to Expensify”.
- Bookings made by employees will automatically be sent to Expensify.

### Traveler Setup
- From your account settings, choose whether expenses should be sent to Expensify automatically or manually.
- We recommend sending them automatically, so you can travel without even thinking about your expense reports.

# FAQ

**Q: What if I don’t have the option for Send to Expensify in Trainline?**
A: This can happen if the native iOS Mail app is not installed on an Apple device. However, you can still use the native iOS share to Expensify function for Trainline receipts.

**Q: Why should I choose automatic mode in Kayak for Business?**
A: Automatic mode is less effort as it’s easier to delete an expense in Expensify than to remember to forward a forgotten receipt.

**Q: Can I receive consolidated reports from SpotHero?**
A: Yes, you can set a weekly or monthly cadence for SpotHero expenses to be emailed in a consolidated report.

**Q: Do I need to select a specific profile before booking in Bolt Work and Grab?**
A: Yes, ensure you have selected your work or business profile as the payment method before booking.

[MonteExpensify]

Happy to re do the process with the proper formatting @AndrewGable , apologies about that!

[AndrewGable]

Step 1

Step 2

[AndrewGable]

Should Q&A have newlines or is this OK?

[MonteExpensify]

Good catch! Updating now.

[rushatgabhane]

Reviewer Checklist

• I have verified the author checklist is complete (all boxes are checked off).
• I verified the correct issue is linked in the ### Fixed Issues section above
• I verified testing steps are clear and they cover the changes made in this PR
  • I verified the steps for local testing are in the Tests section
  • I verified the steps for Staging and/or Production testing are in the QA steps section
  • I verified the steps cover any possible failure scenarios (i.e. verify an input displays the correct error message if the entered data is not correct)
  • I turned off my network connection and tested it while offline to ensure it matches the expected behavior (i.e. verify the default avatar icon is displayed if app is offline)
• I checked that screenshots or videos are included for tests on all platforms
• I included screenshots or videos for tests on all platforms
• I verified tests pass on all platforms & I tested again on:
  • Android: Native
  • Android: mWeb Chrome
  • iOS: Native
  • iOS: mWeb Safari
  • MacOS: Chrome / Safari
  • MacOS: Desktop
• If there are any errors in the console that are unrelated to this PR, I either fixed them (preferred) or linked to where I reported them in Slack
• I verified proper code patterns were followed (see Reviewing the code)
  • I verified that any callback methods that were added or modified are named for what the method does and never what callback they handle (i.e. toggleReport and not onIconClick).
  • I verified that the left part of a conditional rendering a React component is a boolean and NOT a string, e.g. myBool && <MyComponent />.
  • I verified that comments were added to code that is not self explanatory
  • I verified that any new or modified comments were clear, correct English, and explained "why" the code was doing something instead of only explaining "what" the code was doing.
  • I verified any copy / text shown in the product is localized by adding it to src/languages/* files and using the translation method
  • I verified all numbers, amounts, dates and phone numbers shown in the product are using the localization methods
  • I verified any copy / text that was added to the app is grammatically correct in English. It adheres to proper capitalization guidelines (note: only the first word of header/labels should be capitalized), and is approved by marketing by adding the Waiting for Copy label for a copy review on the original GH to get the correct copy.
  • I verified proper file naming conventions were followed for any new files or renamed files. All non-platform specific files are named after what they export and are not named "index.js". All platform-specific files are named for the platform the code supports as outlined in the README.
  • I verified the JSDocs style guidelines (in STYLE.md) were followed
• If a new code pattern is added I verified it was agreed to be used by multiple Expensify engineers
• I verified that this PR follows the guidelines as stated in the Review Guidelines
• I verified other components that can be impacted by these changes have been tested, and I retested again (i.e. if the PR modifies a shared library or component like Avatar, I verified the components using Avatar have been tested & I retested again)
• I verified all code is DRY (the PR doesn't include any logic written more than once, with the exception of tests)
• I verified any variables that can be defined as constants (ie. in CONST.js or at the top of the file that uses the constant) are defined as such
• If a new component is created I verified that:
  • A similar component doesn't exist in the codebase
  • All props are defined accurately and each prop has a /** comment above it */
  • The file is named correctly
  • The component has a clear name that is non-ambiguous and the purpose of the component can be inferred from the name alone
  • The only data being stored in the state is data necessary for rendering and nothing else
  • For Class Components, any internal methods passed to components event handlers are bound to this properly so there are no scoping issues (i.e. for onClick={this.submit} the method this.submit should be bound to this in the constructor)
  • Any internal methods bound to this are necessary to be bound (i.e. avoid this.submit = this.submit.bind(this); if this.submit is never passed to a component event handler like onClick)
  • All JSX used for rendering exists in the render method
  • The component has the minimum amount of code necessary for its purpose, and it is broken down into smaller components in order to separate concerns and functions
• If any new file was added I verified that:
  • The file has a description of what it does and/or why is needed at the top of the file if the code is not self explanatory
• If a new CSS style is added I verified that:
  • A similar style doesn't already exist
  • The style can't be created with an existing StyleUtils function (i.e. StyleUtils.getBackgroundAndBorderStyle(themeColors.componentBG)
• If the PR modifies code that runs when editing or sending messages, I tested and verified there is no unexpected behavior for all supported markdown - URLs, single line code, code blocks, quotes, headings, bold, strikethrough, and italic.
• If the PR modifies a generic component, I tested and verified that those changes do not break usages of that component in the rest of the App (i.e. if a shared library or component like Avatar is modified, I verified that Avatar is working as expected in all cases)
• If the PR modifies a component related to any of the existing Storybook stories, I tested and verified all stories for that component are still working as expected.
• If the PR modifies a component or page that can be accessed by a direct deeplink, I verified that the code functions as expected when the deeplink is used - from a logged in and logged out account.
• If a new page is added, I verified it's using the ScrollView component to make it scrollable when more elements are added to the page.
• If the main branch was merged into this PR after a review, I tested again and verified the outcome was still expected according to the Test steps.
• I have checked off every checkbox in the PR reviewer checklist, including those that don't apply to this PR.

[melvin-bot]

@srikarparsi Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

[melvin-bot]

🎯 @rushatgabhane, thanks for reviewing and testing this PR! 🎉

An E/App issue has been created to issue payment here: #29534.

[AndrewGable]

@MonteExpensify two things left before merging:

1. You need to do this: Create Additional-Travel-Integrations.md #29520 (comment)
2. You need to check all these boxes under PR Author Checklist

[MonteExpensify]

Thanks @AndrewGable finalizing before lunch.

[MonteExpensify]

I have read the CLA Document and I hereby sign the CLA

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