Exports
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.
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.
Imports
Tags Sync Workflow Guide
The full Tags Sync cycle: configuring Dimension selection, syncing Tag Groups with Dimensions, and syncing Tags with Dimension Values.
Chart of Accounts Sync Workflow Guide
The full Chart of Accounts Sync cycle: fetching and matching accounts, then creating, updating, unarchiving, and archiving accounts in Pleo.
Tax Sync Workflow Guide
The full Tax Sync cycle: fetching and matching tax codes, then creating, updating, unarchiving, and archiving Tax Codes in Pleo.
Vendor Sync Workflow Guide
Accounting System → Pleo: fetching and matching vendors by externalId, then creating, updating, unarchiving, and archiving Vendors in Pleo.