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This section contains everything you need to build a custom integration between Pleo and an external Accounting System (AS) or ERP. The documentation is structured to take you from understanding the integration model through to a complete implementation. It covers three integration levels: Level 1: Expense Items Exporting, which handles the full export workflow from job detection to completion; Level 2: Tags Sync, which keeps Accounting Dimensions and their values synchronised from the AS into Pleo as Tags; and Level 3: Chart of Accounts Sync, which keeps the Chart of Accounts synchronised from the Accounting System into Pleo.

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Before You Start

Before building, you need to be onboarded as a Pleo integration partner and have authentication configured. Pleo supports two authentication methods:
  • OAuth 2.0: recommended for most integrations
  • API Keys: for integrations where OAuth is not supported
See Connection and Authorisation for setup instructions.

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How This Section Is Organised

The documentation is organised into four layers. Each layer serves a different purpose, so knowing which to reach for depends on where you are in your work.

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Background

Start here if you are new to Pleo accounting integrations. These pages explain the integration model, capability levels, and deployment options. Read these before looking at any implementation detail.

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Integration Design

These pages explain the rules and requirements for each part of the integration. They cover what your integration must do, how to handle each scenario, and what Pleo expects. Read these when you need to understand the logic behind a specific topic, such as bookkeeping methods or accounts mapping.

Level 1: Exports

Required for all integrations. Covers bookkeeping methods, accounts mapping, data mapping, attachments, and posting behaviour.

Level 2: Tags Sync

Builds on Level 1. Covers Dimension selection, Tag Group and Tag synchronisation rules, data mapping, and sync scheduling.

Level 3: Chart of Accounts Sync

Covers Chart of Accounts synchronisation rules, reconciliation logic, data mapping, and sync scheduling.

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Guides

Guides map the end-to-end workflow for each integration level. They are not implementation references. Their purpose is to show you the complete sequence of steps, why each step exists, and what the inputs and outputs are at each stage. Read the relevant guide before writing code so you understand how everything connects.

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Level 1: Expense Items Exporting

Two guides work together to cover the full export workflow. Use them as a pair.

Export Integration Workflow Guide

The Pleo API side: detecting and starting Export Jobs, retrieving items, updating item statuses, and completing the job.

AS/ERP Processing Workflow Guide

The AS/ERP side: bookkeeping method resolution, accounts mapping, data mapping, attachments, and posting behaviour.

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Level 2: Tags Sync

Tags Sync Workflow Guide

The full Tags Sync cycle: selecting Dimensions, syncing Tag Groups with Dimensions, and syncing Tags with Dimension Values.

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Level 3: Chart of Accounts Sync

Chart of Accounts Sync Workflow Guide

The full Chart of Accounts Sync cycle: fetching active accounts from the Accounting System, reconciling against Pleo, and applying all required changes.

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How-to Articles

Each step in the workflow guides links to a corresponding how-to article. The how-to articles are where the implementation detail lives. Each one covers a single step and includes:
  • step-by-step instructions
  • example API requests with curl
  • pseudo code explaining the checks and logic
  • links to the relevant API reference endpoints
Reach for a how-to article when you are ready to implement a specific step and need the API calls, request and response examples, and code-level guidance. If you are starting from scratch, follow the steps below. Complete each level in order before moving to the next.

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Level 1: Expense Items Exporting

1. Background

Read the Overview and Deployment Decisions to understand the integration model and capability levels.

2. Authentication

Configure OAuth 2.0 or API Keys before you start building.

3. Integration Design

Work through the Exports Integration Design pages for the rules behind each topic.

4. Workflow Guides

Read the Export Integration and AS/ERP Processing guides as a pair to understand the full sequence.

5. Implement

Use the how-to articles linked from each guide step when you are ready to build.

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Level 2: Tags Sync

6. Integration Design

Work through the Tags Sync Integration Design pages for Dimension selection and sync rules.

7. Workflow Guide

Read the Tags Sync Workflow Guide to understand the full sync sequence.

8. Implement

Use the how-to articles linked from the guide when you are ready to build.

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Level 3: Chart of Accounts Sync

9. Integration Design

Work through the Chart of Accounts Sync Integration Design pages for the rules behind each topic.

10. Workflow Guide

Read the Chart of Accounts Sync Workflow Guide to understand the full sync sequence.

11. Implement

Use the how-to articles linked from the guide when you are ready to build.