Exports
Level 1: Expense Items Exporting
The foundation for all integration levels. Understand how to detect and process export jobs from Pleo and post expense data to your Accounting System, including bookkeeping method resolution, accounts mapping, data mapping, and attachment handling.Overview
The execution model, job lifecycle, and requirements for the full export workflow.
Detect and Start Export Jobs
How to detect when export jobs are available in Pleo and start them correctly.
Pre-Export Validation
The validation rules your integration must apply before fetching and processing export items.
Fetch Export Items (Control Layer)
How to retrieve the list of export items from Pleo for a given export job.
Fetch Export Items (Data Layer)
How to fetch the full expense data for each export item, including line items and metadata.
Process and Record Export Items
The rules for resolving bookkeeping methods, mapping accounts and data, handling attachments, and applying posting behaviour.
Update Export Items
How and when to update the status of individual export items during processing.
Update and Complete Export Job
How to mark export items as processed and complete the export job in Pleo.
Imports
Level 2: Tags Sync
Understand how to sync Accounting Dimensions from your Accounting System into Pleo as Tags, so bookkeepers can assign the correct dimensions to expenses before export. Covers Dimension selection, Tag Group and Tag reconciliation, data mapping, and scheduling.Overview
The execution model, reconciliation behaviour, and implementation requirements for Tags Sync.
Dimension Selection
The rules for selecting which Accounting Dimensions to sync, including auto-selection logic and limits.
Sync Tag Groups with Dimensions
The reconciliation rules for keeping Tag Groups in Pleo aligned with selected Dimensions.
Sync Tags with Dimension Values
The reconciliation rules for keeping Tags in Pleo aligned with Dimension Values from the AS.
Data Mapping
How to map Accounting Dimension data from your AS to Pleo’s Tags API fields.
Periodicity and Scheduling
When Tags Sync runs, how it is triggered, and the rate limit constraints to respect.
Level 3: Chart of Accounts Sync
Understand how to sync the Chart of Accounts from your Accounting System into Pleo, so bookkeepers can assign the correct accounts to expense categories before export. Covers the reconciliation model, matching by externalId, create/update/archive operations, data mapping, and scheduling.Overview
The execution model, reconciliation behaviour, and implementation requirements for Chart of Accounts Sync.
Sync Accounts
The reconciliation algorithm for creating, updating, unarchiving, and archiving Accounts in Pleo.
Data Mapping
How to map Chart of Accounts data from your AS to Pleo’s Chart of Accounts API fields.
Periodicity and Scheduling
When Chart of Accounts Sync runs, how it is triggered, and the rate limit constraints to respect.