Steps to Connect
- In the Pleo Web App, navigate to Settings.
- Select Accounting from the menu.
- Search for the ERP or accounting system you want to integrate with.
- Click the desired ERP/Accounting System, then click Connect.
Based on the selected system, the integration procedure may vary. For example, integrating with Xero will prompt you to log in to Xero to authorise access.
Notes & Additional Options
⚠️ Note: Pre-built integrations are ready-to-use and managed by Pleo.
Custom integrations (Accounting Integrations) allow programmatic export of accounting-ready data via API and are suitable for unsupported or bespoke ERP/accounting systems.
Custom integrations (Accounting Integrations) allow programmatic export of accounting-ready data via API and are suitable for unsupported or bespoke ERP/accounting systems.
- You can also create a custom integration if your ERP or accounting system is not supported.