Changelog

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Enrichment API Reference

• 🔧 Clarified Enrichment Workflow Quick Guide prerequisites: your integration must already have the receipt, the card’s last four digits, and any other matching information before submitting a request

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Export API Version 3

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Developer Portal Docs

• ✨ New Imports -> Tax Sync documentation suite:
  • ✨ New Platform Capabilities -> Tax Sync Overview
  • ✨ New Integration Design -> Tax Sync covering the sync execution model, reconciliation behaviour, type mapping, data mapping, and scheduling
  • ✨ New Tax Sync Workflow Guide
  • ✨ New how-to articles with step-by-step instructions, curl examples, and Pleo Web App screenshots:
    • ✨ How to Fetch and Match Tax Codes
    • ✨ How to Create, Update, and Archive Tax Codes
• ✨ New Classifying Expenses: Tags, Categories, and Tax Codes overview, explaining how Tags Sync, Chart of Accounts Sync, and Tax Sync fit together to classify an expense, with manual Pleo Web App setup and export options
• 🔧 Archived the old Configuring Customer Account in Pleo pages (Tax Codes, Categories, Tags) in favour of the new Classifying Expenses overview

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Developer Portal Docs

• ✨ New Imports -> Chart of Accounts Sync documentation suite:
  • ✨ New Platform Capabilities -> Chart of Accounts Sync Overview
  • ✨ New Integration Design -> Chart of Accounts Sync covering the sync execution model, reconciliation behaviour, data mapping, and scheduling
  • ✨ New Chart of Accounts Sync Workflow Guide
  • ✨ New how-to articles with step-by-step instructions:
    • ✨ How to Sync Accounts: fetch accounts from the AS and Pleo, then match by externalId
    • ✨ How to Create, Update, and Archive Accounts: apply create, unarchive, update, and archive operations
    • ✨ How to Create Multiple Accounts in a Single Request: batch create up to 1000 accounts in one API call

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Accounting Entries API

• 🔧 Accounting Entries API is now available. See migration guides.

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Developer Portal Docs

• ✨ New Imports -> Chart of Accounts Sync documentation suite:
  • ✨ New Platform Capabilities -> Chart of Accounts Sync Overview
  • ✨ New Integration Design -> Chart of Accounts Sync covering the sync execution model, reconciliation behaviour, data mapping, and scheduling
  • ✨ New Chart of Accounts Sync Workflow Guide
  • ✨ New how-to articles with step-by-step instructions:
    • ✨ How to Sync Accounts: fetch accounts from the AS and Pleo, then match by externalId
    • ✨ How to Create, Update, and Archive Accounts: apply create, unarchive, update, and archive operations
    • ✨ How to Create Multiple Accounts in a Single Request: batch create up to 1000 accounts in one API call

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Accounting Entries API

• 🔧 Updated Accounting Entries API Availability Date

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Accounting Entries API

• ✨ New Accounting Entries API Reference
• ✨ Migration Paths for Deprecated Expense API now Available:
  • ✨ Migrate to the Export API
  • ✨ Migrate to the Accounting Entries API
• ✨ New How to Connect Pleo to a Custom API Integration

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Enrichment API Reference

• ✨ New Enrichment API Overview: key concepts, authentication, request parameters, receipt statuses, and supported features
• ✨ New Enrichment Workflow Quick Guide: condensed guide covering the three workflow steps and the optional tags path
• ✨ New Enrich Accounting Entry v2 endpoint reference

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Developer Portal Docs

• 💟 AS/ERP Integration improvements:
  • 💟 Improved look and feel of the Export Integration Workflow Guide and AS/ERP Processing Workflow Guide to match the Tags Sync guide pattern, with expanded step descriptions, sub-flow diagrams, and black CTA buttons
  • ✨ Added sub-flow diagrams to all export how-to articles, showing the steps for each how-to inline below the top navigation diagram
  • 🔧 Updated Detect & Start Export Jobs terminology across all export docs (previously “Detect & Claim”) to avoid misinterpretation in external partner accounting workflows
  • 🔧 Clarified eligible job status for normal detection: pending only; in_progress is only included when recovering from an interrupted job
  • 🔧 Corrected batch limit for Update Export Items from 10 to 100 items per API request

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Deprecation and Migration

• ✨ New Deprecation and Migration section
• 🔧 Updated availability dates across migration plan tables

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Developer Portal Docs

• ✨ New Imports -> Tags Sync Workflow Docs
  • ✨ New Platform Capabilities & Concepts -> Tags Sync Overview
  • ✨ New Integration Design -> Tags Sync Overview
  • ✨ New Workflow Guides -> Tags Sync Workflow Guide
  • ✨ New Multiple How-tos’with step-by-step instructions on how to sync Tags

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Export API Version 3

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Export API Version 3

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Developer Portal Docs

• Glossary Updates
  • 🔧 Improved UX readability + Look & Feel
  • 🔧 Included expense subtypes: interest, invoice_payment_sent, invoice_payment_returned, reimbursement_to_employee, reimbursement_to_company, and reimbursement_to_employee_refund

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Developer Portal Docs

• ✨ New AS/ERP Integration section covering the full Export workflow:
  • ✨ Getting Started landing page
  • ✨ Integration Design sections for all Export steps including bookkeeping methods, accounts mapping, posting behaviour, attachment handling, and accounting periods
  • ✨ Export Integration Workflow Guide and AS/ERP Processing Workflow Guide
  • ✨ Full suite of How-to articles covering each step end-to-end
  • ✨ Troubleshooting articles:
    • ✨ How to Resolve MISSING_CONTRA_ACCOUNTS
    • ✨ How to Enable Vendor-Based Bookkeeping
• More improvements coming soon!

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Developer Portal Docs

• ✨ New API Base URLs article
• ✨ New Standalone API Keys Sections:
  • ✨ Overview
  • ✨ Integration Design sections
  • ✨ Standalone API Key Workflow Guide with linked How-to articles
  • ✨ How to Make an API Call Using a Standalone API Key (Postman)
• ✨ New Integrated API Keys Sections:
  • ✨ Overview
  • ✨ Integration Design sections
• More improvements coming soon!

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Developer Portal Docs

• ✨ Added Concepts and Terminology section explaining integration, application, and OAuth 2.0 client
• 🔧 Standardised terminology across OAuth 2.0 documentation, guides and how-to’s
• 🔧 Clarified permissions needed to generate API Keys

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Developer Portal Docs

• 🔧 General improvements to Build with Pleo section
• ✨ New OAuth 2.0 Setup with Postman Workflow Guide
  
• More improvements coming soon!

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Developer Portal Docs

• 🔧 General improvements to Build with Pleo section including:
  • ✨ OAuth 2.0 Access to Staging Workflow Guide
  • ✨ OAuth 2.0 Setup Workflow Guide
    
• More improvements coming soon!

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Export API Version 3

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Chart of Accounts API

• POST Fetch a list of accounts endpoint has been updated:
  • code is marked as deprecated.
  • codes is a new optional preferred search field. For more information see POST Fetch a list of accounts.

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Chart of Accounts API

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Export API Version 3

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Export API Version 2

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Chart of Accounts API

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Export API Version 3

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Export API Version 2

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Export API Version 3

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Export API Version 3

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Export API Version 3

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Export API Version 3

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Companies API

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Chart of Accounts API

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Export API Version 3

• In the endpoints’ response, values of enums are now returned as strings.
• GET Get Export Items endpoint:
  • controlAccount object is returned in the endpoint response.
  • teamCode is removed from the endpoint response.
• GET Get a list of Export Jobs endpoint:
  • status is removed from the query parameters of the endpoint request.
  • statuses is the query parameter to request jobs in specific states.

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Webhook Subscriptions | Basic and Header-Based Authentication

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Export API Version 2

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Accounts API Version 1

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Vendors API Version 1

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Accounting Entries Enrichment API Version 1

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Employees API Version 2

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Export API Version 2