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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 your integration and using Pleo’s APIs with OAuth 2.0.

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Prerequisites

Before you begin, make sure you have:
  • A company or organisation intending to build an 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 that you want to integrate with Pleo
    • 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

Complete the Developer Partner Registration form sent by Pleo and supply your integration details based on your use case:

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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.
  • Pleo provides your OAuth 2.0 client credentials (Client ID and Client Secret) 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 OAuth 2.0 client 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?

this how-to is part of:
OAuth 2.0 Access to Staging Workflow GuideOAuth 2.0 Setup Workflow Guide (Manual Token Lifecycle)OAuth 2.0 Setup with Postman Workflow Guide