Chart of Accounts Sync Overview

This section describes how to implement Chart of Accounts Sync between an Accounting System and Pleo. It maps Chart of Accounts entries from the Accounting System to the equivalent Chart of Accounts in Pleo. Synchronisation is one-way, from the Accounting System into Pleo. The integration is responsible for all sync orchestration, reconciliation, and API operations. The pages in this section cover the detailed implementation requirements for the sync process. Chart of Accounts Sync is the first step in Pleo’s account-to-expense chain. Accounts synced here are what bookkeepers assign to expense categories; stale or missing accounts result in exports referencing incorrect account data. For the full account-to-expense chain, see Platform Capabilities: Chart of Accounts Sync.

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Chart of Accounts Sync Execution Model

Chart of Accounts Sync is a deterministic reconciliation process executed by the integration. On each sync run, the integration:

1. Retrieves active Accounts from the Accounting System
2. Retrieves the current state of Accounts from Pleo (active and archived)
3. Reconciles Pleo to match the Accounting System state
4. Applies the required create, update, unarchive, and archive operations via the Pleo API

Each sync run must be independent, repeatable, and produce a consistent end state.

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High-Level Process

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Matching Model

Accounts are matched to their AS counterparts using the externalId field. For full matching rules, see Sync Accounts.

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Sync Process

Chart of Accounts Sync runs as a single reconciliation step on every sync cycle. The integration fetches all active accounts from the Accounting System and all accounts (active and archived) from Pleo, then reconciles the two using the externalId field.

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Reconciliation Outcomes

After all Accounting System accounts are processed, any remaining active Accounts in Pleo that had no match are archived. For the full reconciliation algorithm and step-by-step implementation instructions, see Sync Accounts.

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Execution Requirements

For schedule, frequency, and rate limit details, see Chart of Accounts Sync Periodicity and Scheduling.

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Processing Principles

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Expected Outcome

After implementation:

• Pleo accurately reflects the Chart of Accounts from the Accounting System
• Accounts remain stable across repeated sync runs
• Outdated accounts are archived automatically
• Bookkeepers always have current, accurate accounts available for category assignment

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What Comes Next?

• Sync Accounts
• Data Mapping
• Sync Periodicity and Scheduling

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Related Reading

• Platform Capabilities: Chart of Accounts Sync Overview
• Chart of Accounts Sync Workflow Guide
• Connection and Authorisation Overview

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