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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.

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Prerequisites

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

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Steps

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1. Open Accounting Settings

Go to Settings and select Accounting.

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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.

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3. Search for Custom API Integration

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

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Result

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

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What Comes Next?