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This how-to explains how to connect Pleo to a Custom API Integration so that export jobs are routed to your integration.

Prerequisites

Before you begin:
  • You have access to the Pleo Web App
  • You are logged in as an Admin or Bookkeeper

Steps

1. Open Accounting Settings

Go to Settings and select Accounting.

2. Disconnect any existing integration

If you have an existing accounting integration connected, disconnect it before proceeding. You will see an option to disconnect on the current integration’s settings.

3. Search for Custom API Integration

In the search box, search for Custom API Integration and select it from the results.
Search for and select Custom API Integration

Result

Pleo is now connected to your custom integration and will route exports accordingly.

What Comes Next?