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This guide applies only to Pleo Partners.
All partner integrations must use OAuth 2.0 as their authentication method.
Follow these steps to gain access to the Pleo Staging environment as a Pleo Partner and verify that you can log in successfully. Staging access is a required first step before registering a partner application and using Pleo’s APIs with OAuth 2.0.

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Pre-requisites

Before you begin, make sure you have:
  • A company or organisation intending to build a partner integration with Pleo
  • A company email address to register with Pleo
  • A secure place to store access credentials
This guide assumes:
  • You are onboarding as a Pleo Partner
  • You do not yet have Staging credentials

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Steps

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1. Request Pleo Partner API Access (Partner Onboarding)

  • You complete the Pleo Partner API Access Request form to register your integration intent.
  • You provide details about:
    • Your company or organisation
    • Your intended ERP or Accounting System integration
    • Planned API usage

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2. Review and Approval

  • Pleo reviews your partner request to ensure technical and security alignment.

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3. Developer Partner Registration

  • You complete the Developer Partner Registration form sent by Pleo.
  • Pleo uses the submitted information to register your application in Staging.
You don’t need a fully functional integration to get started.
Pleo can register a placeholder partner application so you can obtain OAuth 2.0 credentials and begin testing in Staging.

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4. Receive Staging Credentials

  • Pleo creates a Staging company populated with dummy data for testing and development.
  • Pleo provides your Staging login credentials securely via 1Password.

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5. Verify Staging Credentials

  • You retrieve and securely store your login details within 7 days of notification.
  • You log in at https://app.staging.pleo.io/login using the credentials provided.
  • You confirm that you can access the dashboard, see pre-loaded test data, and navigate the main sections of the Staging interface.

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Result

After completing these steps:
  • You have access to the Pleo Staging Environment as a Pleo Partner and can explore the pre-loaded test data.
  • You have registered your app and have received your Client ID and Client Secret.
  • You are not yet ready for API testing. You need to follow the rest of the OAuth 2.0 Setup Workflow Guide to make successful API calls.

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What Comes Next?

The Authorization: Bearer <token> header must contain a valid OAuth 2.0 access token issued by Pleo.
This is not the Client Secret and cannot be used until the OAuth 2.0 workflow has been completed.

Complete OAuth 2.0 Setup

Continue in the OAuth 2.0 Setup Workflow Guide to get API access.

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