Skip to main content

Documentation Index

Fetch the complete documentation index at: https://developers.pleo.io/llms.txt

Use this file to discover all available pages before exploring further.

Step-by-step articles for building and testing accounting integrations with Pleo. Select a category to get started.

Exports

Export Workflow

The end-to-end articles for building an export integration, from queuing expenses in the Pleo Web App through to completing an Export Job. Follow these in sequence when building your integration for the first time.

Process & Record Export Items

Articles covering the AS/ERP processing phase: bookkeeping method resolution, accounts and data mapping, attachment handling, accounting periods, and posting behaviour.

Troubleshooting

Targeted articles for resolving common integration issues. Come here when a specific step in the export flow is failing or behaving unexpectedly.

Imports

Tags Sync

Articles for implementing Tags Sync: selecting Dimensions, syncing Tag Groups with Dimensions, and syncing Tags with Dimension Values.