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Integrations must accurately link a Pleo entity to the corresponding company in the accounting system, ensuring that all data exchange occurs correctly and that transactions are recorded in the proper accounts.

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Key Principles

  • The integration is always a 1-to-1 connection: one Pleo entity maps to one company in the Accounting System.
  • The user should be able to select the appropriate company from their accounting system when connecting their Pleo account.
  • Correct entity mapping is critical for accurate bookkeeping and reporting.
For details on how Pleo represents companies and organisations (and how API access is scoped) see Multi-Entity and API Scope.