Concepts and Terminology
Before getting started, it helps to understand how Standalone API Keys are used within the Pleo platform.| Concept | Term | Description |
|---|---|---|
| Company credential | Standalone API Key | A secret key generated in the Pleo Web App used to authenticate API requests for a single company. |
| Environment | Staging / Production | The Pleo environment where the API Key is created and valid. Keys only work in the environment where they were generated. |
| Permission boundary | API scopes | Permissions assigned to a key that define which API actions it may perform. |
| Company identity | Company_id | The Pleo company identity whose data the API Key can access. |
When to Use Standalone API Keys
Standalone API Keys are appropriate when API access is limited to a single organisation and user authorisation is not required. Typical use cases include:- Exploring or testing Pleo APIs during development
- Building internal tools or scripts
- Exporting data to internal systems or data warehouses
- One-off migrations or reporting workflows
- Approved integrations that cannot support OAuth 2.0 or Integrated API Keys (for example, legacy systems or restricted environments)
When to Use OAuth 2.0 Instead
OAuth 2.0 should be used if your integration:- Connects multiple Pleo customers
- Acts on behalf of users or external organisations
- Requires customer consent and revocable access
- Will be distributed as a partner or marketplace integration
How Standalone API Keys Work (Conceptually)
Environment-Scoped Access
Each Standalone API Key is bound to the environment where it was created:- A key created in Staging only works in Staging
- A key created in Production only works in Production
Permission-Scoped Access
When creating a key, you select API scopes that define allowed actions. For example:users:readexport-jobs:readexport-jobs:write
Company-Scoped Authentication
Standalone API Keys provide access to a single Pleo company. API requests must include the correctcompany_id, ensuring requests operate within the intended organisational boundary.
This results in a 1-to-1 integration model between a system and a Pleo organisation.
The same principle applies to multi-entity accounts.
Detailed guidance on API scopes, company scoping, and integration lifecycle is in Integration Design for Standalone API Keys.
Security Responsibilities (High-Level)
Because Standalone API Keys act as secret credentials, your organisation is responsible for protecting them:- Store API Keys securely and never expose them publicly
- Avoid embedding keys in client-side applications
- Use the minimum required API scopes
- Rotate or replace keys if compromised
Standalone API Keys vs OAuth 2.0
| Standalone API Keys | OAuth 2.0 | |
|---|---|---|
| Availability | Restricted | Available |
| Access model | Company-controlled | User-delegated |
| Typical usage | Internal or exploratory | Customer integrations |
| Customer consent | Not required | Required |
| Multi-customer support | No | Yes |
| Authentication | Static API key | Access tokens |
| Recommended for production integrations | Limited cases | Yes |
Typical Development Workflow
- Explore APIs using Standalone API Keys
- Prototype workflows and validate API usage
- Implement Standalone API Keys for production integrations (where approved by Pleo)
- Implement OAuth 2.0 for production integrations (recommended)
- Integration Design for Standalone API Keys
- User Experience Guidelines for Standalone API Keys
- Security and Credential Management for Standalone API Keys
What Comes Next?
- Standalone API Key Workflow Guide – Generate a key and make your first API call
Related Reading
- How to Generate an API Key
- OAuth 2.0 Overview – Learn the recommended integration authentication model
FAQs
What is the difference between legacy APIs and new APIs?
What is the difference between legacy APIs and new APIs?
Legacy APIs (OpenAPI)
- Base URL:
https://openapi.pleo.io - Authentication: API tokens (legacy tokens)
- Availability: Intended for existing/legacy use cases. Access can depend on your account setup and entitlements.
- Lifecycle: Deprecated. Pleo is working on a deprecation timeline and migration plan.
- Base URL:
https://external.pleo.io - Authentication: API keys (and other authentication methods supported by the platform, including OAuth 2.0, depending on the use case)
- Availability: Restricted access. Documentation may be publicly visible, but access is not broadly enabled by default. Standalone API keys require explicit enablement.
- What to expect: Newer platform surface and improved structure, but not guaranteed feature parity with legacy APIs yet.
- Legacy API tokens will not work on
external.pleo.io - New API keys will not work on
openapi.pleo.io