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.
Vendors
Articles for implementing Vendor Creation: detecting a draft vendor created in Pleo, then creating and activating it in the AS.
Imports
Tags Sync
Articles for implementing Tags Sync: selecting Dimensions, syncing Tag Groups with Dimensions, and syncing Tags with Dimension Values.
Chart of Accounts Sync
Articles for implementing Chart of Accounts Sync: fetching and matching accounts, then creating, updating, unarchiving, and archiving accounts in Pleo.
Tax Sync
Articles for implementing Tax Sync: fetching and matching tax codes, then creating, updating, unarchiving, and archiving Tax Codes in Pleo.
Vendor Sync
Articles for implementing Vendor Sync: fetching and matching vendors, then creating, updating, unarchiving, and archiving Vendors in Pleo.