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Connecting Pleo with ERP/Accounting System

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The following steps describe a typical workflow of connecting Pleo with an ERP or accounting system:

  1. In the Pleo application, click Settings.
  2. Click Accounting.
  3. Search for the ERP or the accounting system that you want to integrate with.
  4. Click the specific ERP or the accounting system and then click Connect.

    Based on the ERP or the accounting system that you select, the connection procedure varies. For example, if you want to integrate Pleo with Xero, the log in page to Xero appears.

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Note: You can also create a custom integration with Pleo. In addition, you can also create a custom format or use a Pleo format to download the accounting entries recorded in Pleo.

Deployment of Pleo Integration with ERP/Accounting System

You have the following options for the integration deployment:

  • Module or on-premises:
    Some ERP and accounting systems provide a platform for deployment of the integration in their environment. For example, NetSuite and SAP B1. This method has the following benefits:
    • The integration utilises the ERP/accounting system provided platform, ensuring higher stability and connectivity.
    • The integration could use the platform tech stack for building the configuration procedure.
    • There is only a single step of authorisation required to access data from Pleo.

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      This deployment option might not be available for all third-party integrations and could incur additional cost. Please check with your partner manager or customer success team for more details.

  • Deployment on Cloud Platform:
    The integration is deployed on a cloud platform. Hence, when you connect Pleo with the third-party application, the following occurs:
    1. The cloud platform specific configuration page appears.
    2. Complete the integration process here - authenticate and authorise the integration for data transition between Pleo and the ERP/accounting system.

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      Note: We have partnered with Pandium for deployment of Pleo integrations with third-party applications.

Updated 22 days ago