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End-to-end workflow guides for building accounting integrations with Pleo. Read the relevant guide before implementing so you understand the full sequence of steps and how everything connects.

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.

Imports

Tags Sync Workflow Guide

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