- Level 1: Expense Items Exporting: handles the full export workflow from job detection to completion
- Level 2: Tags Sync: keeps Accounting Dimensions and their values synchronised from the AS into Pleo as Tags
- Level 3: Chart of Accounts Sync and Tax Sync: keeps the Chart of Accounts and Tax Codes synchronised from the Accounting System into Pleo
- Level 4: Vendors: keeps Vendors synchronised bi-directionally between Pleo and the Accounting System
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
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.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.- AS/ERP Integration Overview: what the integration covers, integration levels, and key capabilities
- Deployment Decisions: deployment models, OAuth 2.0 setup, and infrastructure considerations
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.
Level 3: Tax Sync
Covers Tax Code synchronisation rules, reconciliation logic, type mapping, and sync scheduling.
Level 4: Vendor Creation
Covers creating a vendor in the AS when a bookkeeper adds a new one directly in Pleo: draft detection, creation, and activation.
Level 4: Vendor Sync
Covers syncing Vendors from the AS into Pleo: reconciliation rules, matching by externalId, data mapping, and sync scheduling.
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.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.
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.
Level 3: Chart of Accounts Sync and Tax 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.
Tax Sync Workflow Guide
The full Tax Sync cycle: fetching relevant active tax codes from the Accounting System, reconciling against Pleo, and applying all required changes.
Level 4: Vendors
Two guides work together to cover both directions of the Vendor capability. Use them as a pair.Vendor Creation Workflow Guide
Pleo → Accounting System: detecting a draft vendor created in Pleo, creating it in the AS, and activating it back in Pleo.
Vendor Sync Workflow Guide
Accounting System → Pleo: fetching and matching vendors by externalId, then creating, updating, unarchiving, and archiving Vendors in Pleo.
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
How-to Articles Overview
Browse the full catalog of how-to articles, organised by integration level.
Recommended Reading Order
If you are starting from scratch, follow the steps below. Complete each level in order before moving to the next.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.
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.
Level 3: Chart of Accounts Sync and Tax Sync
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.
Tax Sync
12. Integration Design
Work through the Tax Sync Integration Design pages for the reconciliation rules, type mapping, and sync schedule.
13. Workflow Guide
Read the Tax Sync Workflow Guide to understand the full sync sequence.
14. Implement
Use the how-to articles linked from the guide when you are ready to build.
Level 4: Vendors
Vendor Creation (Pleo → Accounting System)
15. Integration Design
Work through the Vendor Creation Integration Design pages for draft detection, creation, and activation.
16. Workflow Guide
Read the Vendor Creation Workflow Guide to understand the full sequence.
17. Implement
Use the how-to articles linked from the guide when you are ready to build.
Vendor Sync (Accounting System → Pleo)
18. Integration Design
Work through the Vendor Sync Integration Design pages for the reconciliation rules, data mapping, and sync schedule.
19. Workflow Guide
Read the Vendor Sync Workflow Guide to understand the full sync sequence.
20. Implement
Use the how-to articles linked from the guide when you are ready to build.