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Pleo has two separate Vendor flows. Together, they keep Vendor records the same in Pleo and in your Accounting System.
  • Vendor Creation sends new vendors from Pleo into the Accounting System.
  • Vendor Sync brings vendors from the Accounting System into Pleo.
See Supplier vs Vendor for what a Vendor is, and how it differs from a Supplier.

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How the Two Flows Differ

A vendor can go through both flows, at different times. Vendor Creation adds it and activates it. Vendor Sync then keeps it up to date.

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Vendor Creation

Use these docs to implement the Pleo → Accounting System direction.

Platform Capabilities

What Vendor Creation does, and why it exists.

Integration Design

Implementation detail: draft detection, creation, and activation.

Workflow Guide

The end-to-end steps, in order.

How to Create Vendors in Pleo

The bookkeeper action that produces a DRAFT vendor.

How to Detect Draft Vendors

Find new DRAFT vendors, via webhook or polling.

How to Create a Vendor in the AS

Create the corresponding vendor record in the Accounting System.

How to Activate a Vendor in Pleo

Report the AS-assigned identifiers back to Pleo.

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Vendor Sync

Use these docs to implement the Accounting System → Pleo direction.

Platform Capabilities

What Vendor Sync does, and why it exists.

Integration Design

Implementation detail: data mapping, periodicity, and matching.

Workflow Guide

The end-to-end steps, in order.

How to Fetch and Match Vendors

Retrieve vendors from both systems, and decide what each one needs.

How to Create Vendors

Create a new Pleo Vendor for an unmatched active AS vendor.

How to Unarchive Vendors

Unarchive a Pleo Vendor whose AS vendor is active again.

How to Update Vendors

Update a Pleo Vendor’s details to match the AS.

How to Archive Vendors

Archive a Pleo Vendor with no matching active AS vendor.