# Pleo Docs ## Docs - [Changelog](https://developers.pleo.io/changelog.md) - [Access Tokens Overview](https://developers.pleo.io/docs/access-tokens.md) - [Access Tokens Introspection](https://developers.pleo.io/docs/access-tokens-introspection.md) - [Accounting Entries Export Terms](https://developers.pleo.io/docs/accounting-entries-export-terms.md) - [API Keys Overview ](https://developers.pleo.io/docs/api-keys.md) - [Authenticating Using API Keys](https://developers.pleo.io/docs/authenticating-using-API-keys.md) - [Introduction](https://developers.pleo.io/docs/authentication-authorisation-introduction.md) - [Overview](https://developers.pleo.io/docs/build-with-pleo.md) - [OAuth 2.0 Client Configuration](https://developers.pleo.io/docs/client-configuration.md): Configuring your application to work with Pleo authorization server - [Configuring Categories](https://developers.pleo.io/docs/configuring-categories.md) - [Configuring Customer Account in Pleo](https://developers.pleo.io/docs/configuring-customer-account-in-pleo.md) - [Configuring Tags](https://developers.pleo.io/docs/configuring-tags.md) - [Configuring Tax Codes](https://developers.pleo.io/docs/configuring-tax-codes.md) - [Connecting Pleo with ERP/Accounting System](https://developers.pleo.io/docs/connecting-pleo-with-erpaccounting-system.md) - [API Base URLs](https://developers.pleo.io/docs/current/authentication/api-base-urls.md) - [API Scopes](https://developers.pleo.io/docs/current/authentication/api-scopes.md) - [Integrated API Keys Overview](https://developers.pleo.io/docs/current/authentication/integrated-api-keys-overview.md) - [OAuth 2.0 Overview](https://developers.pleo.io/docs/current/authentication/oauth/oauth-overview.md) - [Standalone API Keys Overview](https://developers.pleo.io/docs/current/authentication/standalone-api-keys-overview.md) - [Accounting Integration Deployment Decisions](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-deployment-decisions.md) - [AS/ERP (Accounting) Integration Overview](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-overview.md) - [AS/ERP Integration: Getting Started](https://developers.pleo.io/docs/current/getting-started/accounting-integrations-quickstart.md) - [Early Access Programme (EAP)](https://developers.pleo.io/docs/current/getting-started/developer-partnership-programme.md) - [API Overview](https://developers.pleo.io/docs/current/getting-started/platform-api-overview.md) - [Platform Overview](https://developers.pleo.io/docs/current/getting-started/platform-overview.md) - [Environments](https://developers.pleo.io/docs/current/getting-started/testing-and-environments.md) - [What is Pleo](https://developers.pleo.io/docs/current/getting-started/what-is-pleo.md) - [AS/ERP Processing Workflow Guide](https://developers.pleo.io/docs/current/guides/accounting-system-processing-workflow-guide.md) - [OAuth 2.0 Access to Staging Workflow Guide](https://developers.pleo.io/docs/current/guides/environment-access/staging-oauth-workflow.md) - [Export Integration Workflow Guide](https://developers.pleo.io/docs/current/guides/export-integration-workflow-guide.md) - [OAuth 2.0 Setup Workflow Guide (Manual Token Lifecycle)](https://developers.pleo.io/docs/current/guides/oauth-workflow-guide.md) - [OAuth 2.0 Setup with Postman](https://developers.pleo.io/docs/current/guides/oauth-workflow-guide-postman.md) - [Standalone API Key Workflow Guide](https://developers.pleo.io/docs/current/guides/standalone-api-keys-workflow-guide.md) - [How to Apply Data Mapping](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-apply-data-mapping-for-as-erp-processing.md) - [How to Apply Posting Behaviour](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-apply-posting-behaviour-for-as-erp-processing.md) - [How to Assign Accounting Periods](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-assign-accounting-periods-for-as-erp-processing.md) - [How to Detect and Claim Export Jobs for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-detect-and-claim-export-jobs-for-as-erp-processing.md) - [How to Apply Accounts Mapping for Export Items](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-determine-accounts-mapping-for-as-erp-processing.md) - [How to Determine the Bookkeeping Method](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-determine-the-bookkeeping-method-for-as-erp-processing.md) - [How to Enable Vendor-Based Bookkeeping](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-enable-vendor-based-bookkeeping.md) - [How to Fetch Export Item Data for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-fetch-export-item-data-for-as-erp-processing.md) - [How to Perform Pre-Export Validation](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-perform-pre-export-validation-for-as-erp-processing.md) - [How to Queue Export Items in Pleo's Web App](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-queue-export-items-in-ui.md) - [How to Resolve MISSING_CONTRA_ACCOUNTS](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-resolve-missing-contra-accounts.md) - [How to Retrieve Export Job Items for Processing](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-retrieve-export-job-items-for-as-erp-processing.md) - [How to Transfer Attachments](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-transfer-attachments-for-as-erp-processing.md) - [How to Update & Complete the Export Job](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-update-and-complete-export-job-for-as-erp-processing.md) - [How to Update Export Items](https://developers.pleo.io/docs/current/how-tos/accounting-integrations/how-to-update-export-items-for-as-erp-processing.md) - [How to Generate Standalone API Keys](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-generate-standalone-api-keys.md) - [How to Make an API Call Using a Standalone API Key](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-make-an-api-call-using-standalone-api-keys.md) - [How to Make an API Call Using a Standalone API Key (Postman)](https://developers.pleo.io/docs/current/how-tos/api-keys/how-to-make-an-api-call-using-standalone-api-keys-postman.md) - [How to Get Access to Pleo Environments (Standalone API Keys)](https://developers.pleo.io/docs/current/how-tos/environment-access/how-to-get-access-to-all-env-standalone-api-keys.md) - [How to Get Access to Staging (OAuth 2.0)](https://developers.pleo.io/docs/current/how-tos/environment-access/how-to-get-access-to-staging-oauth.md) - [How To Connect Pleo to a Pre-Built ERP or Accounting System](https://developers.pleo.io/docs/current/how-tos/how-to-connect-pleo-to-pre-built-as-systems.md) - [How to Configure Postman for OAuth 2.0](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-configure-postman-for-oauth.md) - [How to Make an API Call (Postman)](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-make-an-api-call-postman.md) - [How to Register an OAuth 2.0 Client (Postman)](https://developers.pleo.io/docs/current/how-tos/oauth-postman/how-to-register-an-oauth-client-postman.md) - [How to Call Pleo APIs Using an Access Token](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-call-pleo-apis-using-access-tokens.md) - [How to Direct Users to the Authorisation Endpoint](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-direct-users-to-the-authorisation-endpoint.md) - [How to Handle Redirects and Exchange an Authorisation Code](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-handle-redirects-and-exchange-authorisation-code.md) - [How to Handle Token Expiry or Revocation](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-handle-token-expiry-or-revocation.md) - [How to Refresh Tokens](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-refresh-tokens.md) - [How to Register an OAuth 2.0 Client](https://developers.pleo.io/docs/current/how-tos/oauth/how-to-register-an-oauth-client.md) - [How To Add Employees to Pleo](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-add-employees-to-pleo.md) - [How To Assign User Roles to Employees](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-assign-user-roles-to-employees.md) - [How To Invite External Bookkeepers](https://developers.pleo.io/docs/current/how-tos/user-management/how-to-invite-external-bookkeepers.md) - [Integration Design for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-for-standalone-api-keys.md) - [Security and Credential Management for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-security-for-standalone-api-keys.md) - [User Experience Guidelines for Standalone API Keys](https://developers.pleo.io/docs/current/integration-design/auth/api-keys/integration-design-user-exp-guidelines-for-standalone-api-keys.md) - [Integration Design for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-for-integrated-api-keys.md) - [Integrated API Key Customer Installation Flow](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-integrated-api-key-user-install-flow.md) - [Security and Credential Management for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-security-for-integrated-api-keys.md) - [User Experience Guidelines for Integrated API Keys](https://developers.pleo.io/docs/current/integration-design/auth/integrated-api-keys/integration-design-user-exp-guidelines-for-integrated-api-keys.md) - [Connection and Authorisation Overview](https://developers.pleo.io/docs/current/integration-design/auth/integration-design-auth-overview.md) - [Multi-Entity Overview](https://developers.pleo.io/docs/current/integration-design/auth/multi-entity/integration-design-auth-multi-entity-overview.md) - [OAuth 2.0 Client Configuration](https://developers.pleo.io/docs/current/integration-design/auth/oauth/getting-set-up/oauth-client-configuration.md) - [OAuth 2.0 Client Registration](https://developers.pleo.io/docs/current/integration-design/auth/oauth/getting-set-up/oauth-client-registration.md) - [OAuth 2.0 Libraries and Standards](https://developers.pleo.io/docs/current/integration-design/auth/oauth/implementing-oauth/integration-design-auth-oauth-libraries-and-standards.md) - [PKCE and Secured Patterns](https://developers.pleo.io/docs/current/integration-design/auth/oauth/implementing-oauth/integration-design-auth-oauth-pkce-and-secured-patterns.md) - [OAuth 2.0 Overview](https://developers.pleo.io/docs/current/integration-design/auth/oauth/integration-design-auth-oauth-overview.md) - [Centralised Token Refresh](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-centralised-token-refresh.md) - [Race Condition Prevention](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-race-condition-prevention.md) - [Handling Refresh Token Expiry or Revocation](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-refresh-token-expiry-revocation.md) - [Secure Token Storage](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-secure-token-storage.md) - [Access Token Introspection](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-token-introspection.md) - [Tokens Overview](https://developers.pleo.io/docs/current/integration-design/auth/oauth/token-lifecycle/integration-design-auth-oauth-token-overview.md) - [Accounting Periods](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-accounting-periods.md) - [Accounts Mapping](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-accounts-mapping.md) - [Attachment Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-attachment-handling.md) - [Accounts Payable Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-accounts-payable.md) - [Journal Entry Handling](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-journal-entry.md) - [Determine Bookkeeping Method](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-bookkeeping-method-resolution.md) - [Data Mapping](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-data-mapping.md) - [Detect & Claim Export Jobs](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-detect-and-claim-export-jobs.md) - [Retrieve Export Job Items](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-fetch-export-items-control-layer.md) - [Fetch Export Item Data](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-fetch-export-items-data-layer.md) - [Exports Overview](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-overview.md) - [Posting Behaviour](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-posting-behaviour.md) - [Perform Pre-Export Validation](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-pre-export-validation.md) - [Update & Complete Export Job](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-update-and-complete-export-job.md) - [Update Export Items](https://developers.pleo.io/docs/current/integration-design/exports/integration-design-exports-update-export-items.md) - [Integration Principles](https://developers.pleo.io/docs/current/integration-design/overview/integration-design-principles-overview.md) - [Employees and Roles](https://developers.pleo.io/docs/current/platform/employees/employees-and-roles.md) - [Accounting Periods](https://developers.pleo.io/docs/current/platform/exports/accounting-periods.md) - [Accounts Mapping](https://developers.pleo.io/docs/current/platform/exports/accounts-mapping.md) - [Attachments](https://developers.pleo.io/docs/current/platform/exports/attachments.md) - [Accounts Payable Bookkeeping](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-accounts-payable.md) - [Journal Entry Bookkeeping](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-journal-entry.md) - [Bookkeeping Methods Overview](https://developers.pleo.io/docs/current/platform/exports/bookkeeping-methods-overview.md) - [Data Mapping](https://developers.pleo.io/docs/current/platform/exports/data-mapping.md) - [Export Lifecycle](https://developers.pleo.io/docs/current/platform/exports/lifecycle.md) - [Posting Behaviour](https://developers.pleo.io/docs/current/platform/exports/posting-behaviour.md) - [Multi-Entity & API Scope](https://developers.pleo.io/docs/current/platform/multi-entity/multi-entity-and-api-scope.md) - [Expense Types](https://developers.pleo.io/docs/expense-types.md) - [Standalone API Key Generation](https://developers.pleo.io/docs/for-partners.md) - [Generic Terms in Pleo](https://developers.pleo.io/docs/generic-terms-in-pleo.md) - [Implementing the OAuth 2.0 Client Using a Library](https://developers.pleo.io/docs/implementing-oauth-client-using-a-library.md) - [Integrated API Key Generation](https://developers.pleo.io/docs/integrated-api-key-generation.md) - [Inviting Users to Pleo and Assigning User Roles](https://developers.pleo.io/docs/inviting-users-to-pleo-and-assigning-user-roles.md) - [Learn more about Pleo](https://developers.pleo.io/docs/learn-more-with-pleo.md) - [Legacy Docs Overview](https://developers.pleo.io/docs/legacy-note.md) - [Multi-Entity Setup with Pleo](https://developers.pleo.io/docs/multi-entity-setup-with-pleo.md) - [Overview](https://developers.pleo.io/docs/oauth-20.md) - [OAuth 2.0 Client Registration](https://developers.pleo.io/docs/oauth-client-registration.md) - [OAuth 2.0 Implementation Reference Documentation](https://developers.pleo.io/docs/oauth-implementation-reference-documentation.md) - [Pleo APIs by Solution](https://developers.pleo.io/docs/pleo-apis-by-solution.md) - [Pleo API Overview](https://developers.pleo.io/docs/pleo-introduction.md) - [Quickstart](https://developers.pleo.io/docs/quickstart-guide.md) - [Terms and Definitions](https://developers.pleo.io/docs/terms-and-definitions.md) - [Session Handover](https://developers.pleo.io/guides/integrations/session-handover.md) - [Build with Pleo](https://developers.pleo.io/index.md) - [Accounting Integration Guide](https://developers.pleo.io/page/accounting-integration-guide.md) - [Terms of Service](https://developers.pleo.io/page/terms-of-service.md) - [Chart of Accounts API Overview](https://developers.pleo.io/reference/accounts/chart-of-accounts-api-overview.md) - [Chart of Accounts API Scopes](https://developers.pleo.io/reference/accounts/chart-of-accounts-api-scopes.md): The following table specifies the scopes required to access the Chart of Accounts API endpoints: - [Create a new account](https://developers.pleo.io/reference/accounts/create-a-new-account.md): The integration sends a request to this endpoint to create a corresponding account in Pleo for any new record created in the external ERP/accounting system. The request will fail if an account with the same `externalId` and `companyId` already exists in Pleo. - [Create multiple accounts in a single request](https://developers.pleo.io/reference/accounts/create-multiple-accounts-in-a-single-request.md): Creates multiple bookkeeping accounts in a single batch operation. This endpoint validates each account in the batch and returns both successfully created accounts and failed items with their failure reasons. Accounts that pass validation will be created, while invalid accounts will be returned in t… - [Delete an account](https://developers.pleo.io/reference/accounts/delete-an-account.md): Deletes an existing account in Pleo. - [Fetch a list of accounts](https://developers.pleo.io/reference/accounts/fetch-a-list-of-accounts.md): Retrieves a list of accounts with companyId and other optional filters. Results are paginated. - [Retrieve an account in Pleo by its ID](https://developers.pleo.io/reference/accounts/retrieve-an-account-in-pleo-by-its-id.md): Search for a specific account by its ID. - [Update an account](https://developers.pleo.io/reference/accounts/update-an-account.md): Update details of an existing account in Pleo. The integration must send a request to this endpoint when it is trying to archive an account linked to accounting entries. - [Introduction](https://developers.pleo.io/reference/api-introduction.md): Explore the API Reference tab to learn more about the Pleo APIs. - [API Response Codes | Errors](https://developers.pleo.io/reference/api-response-codes-errors-1.md): Pleo uses HTTP status codes to indicate the success and failure of API requests. - [Attribute explanations](https://developers.pleo.io/reference/attribute-explanations.md) - [Authentication](https://developers.pleo.io/reference/authentication.md) - [Authentication for the Legacy API](https://developers.pleo.io/reference/authentication-legacy.md): All REST API resources are authenticated with HTTP Bearer access tokens. You can manage access tokens on your company settings page. - [Company API Overview](https://developers.pleo.io/reference/companies/companies-api-overview.md) - [Scopes](https://developers.pleo.io/reference/companies/companies-api-scopes.md): The following table specifies the scope required to access the Companies API endpoints: - [Search for a Specific Company](https://developers.pleo.io/reference/companies/search-for-a-specific-company.md): Search for a specific company by company ID. - [Search for Companies](https://developers.pleo.io/reference/companies/search-for-companies.md): Use this endpoint to search for companies associated with a specific organisation. - [Overview](https://developers.pleo.io/reference/employees/employees-api-overview.md): The Employees API enables you to perform the following: - [Scopes](https://developers.pleo.io/reference/employees/employees-api-scopes.md): The following table specifies the scopes required to access the Employee API endpoints: - [Search for a specific employee](https://developers.pleo.io/reference/employees/search-for-a-specific-employee.md): Search for a specific employee by employee ID. - [Search for employees](https://developers.pleo.io/reference/employees/search-for-employees.md): Use this endpoint to search for multiple employees. - [Errors](https://developers.pleo.io/reference/errors.md) - [Export API Overview](https://developers.pleo.io/reference/export-api/export-api-overview.md) - [Export API Scopes](https://developers.pleo.io/reference/export-api/export-api-scopes.md): The following table specifies the scopes required to access the Export API endpoints: - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v1/create-a-new-export-job.md) - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v1/create-an-export-job-event.md): The Export Job Events imply the different status of an Export Job through the export lifecycle. Use this endpoint to create a new status. For example, started event implies the export job is initiated. The existing Export Job Events are as follows: -… - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v1/get-a-list-of-export-jobs.md): Fetch a list of export jobs - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v1/get-an-export-job.md): Retrieve an export job for a given export job ID - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v1/get-export-job-items.md): Fetch a list of export job items - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v1/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v2/create-a-new-export-job.md): Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system. - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v2/create-an-export-job-event.md): The Export Job Events imply the current status of the Export Job through the export lifecycle. Send a request to this endpoint to update the status of the export job. If an export job has failed, mention the failure reason and the reason type. - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v2/get-a-list-of-export-jobs.md): Fetch a list of export jobs. - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v2/get-an-export-job.md): Retrieve an export job by a specific export job ID. - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v2/get-export-job-items.md): An export job item tracks the export progress of a specific accounting entry in an export job. Use this endpoint to retrieve a list of export job items that you want to track. - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v2/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Create a new export job](https://developers.pleo.io/reference/export-api/export-api-v3/create-a-new-export-job.md): Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system. - [Create an Export Job Event](https://developers.pleo.io/reference/export-api/export-api-v3/create-an-export-job-event.md): The Export Job Events imply the current status of the Export Job through the export lifecycle. Send a request to this endpoint to update the status of the export job. If an export job has failed, mention the failure reason and the reason type. - [Get a list of Export Jobs](https://developers.pleo.io/reference/export-api/export-api-v3/get-a-list-of-export-jobs.md): Fetch a list of export jobs. - [Get an Export Job](https://developers.pleo.io/reference/export-api/export-api-v3/get-an-export-job.md): Retrieve an export job by a specific export job ID. - [Get Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v3/get-export-job-items.md): An export job item tracks the export progress of a specific accounting entry in an export job. Use this endpoint to retrieve a list of export job items that you want to track. - [Update Export Job Items](https://developers.pleo.io/reference/export-api/export-api-v3/update-export-job-items.md): Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items. - [Export API Workflow](https://developers.pleo.io/reference/export-api/export-api-workflow.md): This topic explains the Export API workflow: - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v1/get-export-items.md): Fetch a list of export items that have been marked for export for a given job. The data for these accounting entries are transformed accordingly for export purposes. - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v2/get-export-items.md): An export item = an accounting entry that has been transformed into an exportable entry. The required accounting and bookkeeping information is aggregated from an accounting entry to become an export item. Use this endpoint to retrieve a list of export items that have been selected for export. Pleas… - [Get Export Items](https://developers.pleo.io/reference/export-api/export-items-v3/get-export-items.md): An export item = an accounting entry transformed into an exportable entry. The accounting and bookkeeping information is collected from an accounting entry to form an export item. - [Multi Currency Configuration](https://developers.pleo.io/reference/export-api/multi-currency-configuration.md): We provide multi-currency support, which enables you to maintain multiple accounts with Pleo in different currencies. The multi-currency configuration in the Pleo application helps our customers to optimise foreign exchange and simplifies operations when they are working with revenue and spend in mu… - [Vendor Tagging in Export Items](https://developers.pleo.io/reference/export-api/vendor-tagging-in-export-items.md): You can add vendors in an export item, only when: - [Introspect the details of the current authentication.](https://developers.pleo.io/reference/external-clients/introspect-the-details-of-the-current-authentication.md): Returns the detail of the current authentication and what scope of the authentication (i.e API KEY or OAuth bearer token) - [Activate a Vendor](https://developers.pleo.io/reference/external-vendors/activate-a-vendor.md): Updates the vendor state to Active, reflecting its availability in the target ERP/accounting system - [Archive a Vendor](https://developers.pleo.io/reference/external-vendors/archive-a-vendor.md): Archives a Vendor in Pleo by its id. - [Create a New Vendor](https://developers.pleo.io/reference/external-vendors/create-a-new-vendor.md): This endpoint has the following functions: - Create a corresponding record in Pleo for any new vendor created in the ERP/accounting system. - Create a new vendor in Pleo, without the record yet existing in the ERP/accounting system. - [Fetches Vendors by search criteria](https://developers.pleo.io/reference/external-vendors/fetches-vendors-by-search-criteria.md): Retrieves a list of vendors with filters. Results are paginated. - [Retrieves a Vendor in Pleo by its id](https://developers.pleo.io/reference/external-vendors/retrieves-a-vendor-in-pleo-by-its-id.md): Retrieves a Vendor in Pleo by its id. - [Update a Vendor](https://developers.pleo.io/reference/external-vendors/update-a-vendor.md): Updates a Vendor for a company in Pleo. - [FAQ](https://developers.pleo.io/reference/faq-1.md): Frequently asked questions on the Open API - [Activate the installation for a client](https://developers.pleo.io/reference/installations/activate-the-installation-for-a-client.md): The integration sends a request to this endpoint to activate the installation, post authorisation. The request is sent after the integration has synchronised tags, tax codes, and vendors between the Pleo account and the client. Note that this is applicable when OAuth is used for authorisation. - [Complete the installation of a client](https://developers.pleo.io/reference/installations/complete-the-installation-of-a-client.md): **Deprecated**: Please use /installations/me:activate instead. Marks the installation as complete - [Create a client installation](https://developers.pleo.io/reference/installations/create-a-client-installation.md): The integration sends a request to this endpoint to create an installation. This is required, especially when API keys are used for authorisation. - [Delete client's installation](https://developers.pleo.io/reference/installations/delete-clients-installation.md): Deletes the installation for the client and will revoke all access and refresh tokens for the client. - [Get client installation](https://developers.pleo.io/reference/installations/get-client-installation.md): Retrieve the list of installations that you have done - [Update a client installation](https://developers.pleo.io/reference/installations/update-a-client-installation.md): Send a request to this endpoint if you want to modify the installation status or the metadata. - [Migrating from /completions to /me:activate](https://developers.pleo.io/reference/marketplace/installations-completions-migration.md) - [Overview](https://developers.pleo.io/reference/marketplace/marketplace-overview.md): Pleo as a spend management platform can be integrated with other third-party ERP/accounting applications or Human Resources Information Systems (HRIS) to make it more optimised for our customers. These applications make Pleo more dynamic and are useful in automating workflows and supporting addition… - [Metadata](https://developers.pleo.io/reference/metadata-1.md): The `metadata` object enables an integration to send additional information, structured as key value pairs, for either their own use or for reference. For example, the `metadata` parameter in a request to `POST Create a client installation` endpoint includes additional information about an installat… - [Deprecation and Migration Information](https://developers.pleo.io/reference/notice.md) - [Postman Collection](https://developers.pleo.io/reference/open-api.md) - [Pagination](https://developers.pleo.io/reference/pagination.md) - [Create an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/create-an-account-for-a-company.md) - [Create an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/create-an-account-group-for-a-company.md) - [Delete an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/delete-an-account-for-a-company.md) - [Delete an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/delete-an-account-group-for-a-company.md) - [Get all company account groups](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-all-company-account-groups.md) - [Get an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-an-account-for-a-company.md) - [Get an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-an-account-group-for-a-company.md) - [Get company accounts](https://developers.pleo.io/reference/pleo-deprecated/accounts/get-company-accounts.md) - [Update an account for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/update-an-account-for-a-company.md) - [Update an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/accounts/update-an-account-group-for-a-company.md) - [Get company account balance](https://developers.pleo.io/reference/pleo-deprecated/company/get-company-account-balance.md) - [Create an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/create-an-employee-for-a-company.md) - [Delete an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/delete-an-employee-for-a-company.md) - [Get an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/get-an-employee-for-a-company.md) - [Get company employees](https://developers.pleo.io/reference/pleo-deprecated/employees/get-company-employees.md) - [Update an employee for a company](https://developers.pleo.io/reference/pleo-deprecated/employees/update-an-employee-for-a-company.md) - [Get an expense for a company](https://developers.pleo.io/reference/pleo-deprecated/expenses/get-an-expense-for-a-company.md) - [Get expenses for a company](https://developers.pleo.io/reference/pleo-deprecated/expenses/get-expenses-for-a-company.md): By default does not return expenses with Transaction State AUTHORIZATION or AUTHORIZATION_REVERSAL. - [Update a given list of expenses. ](https://developers.pleo.io/reference/pleo-deprecated/expenses/update-a-given-list-of-expenses.md): At the moment, it is only possible to update expenses' status - [Create an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/create-an-account-group-for-a-company.md) - [Delete an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/delete-an-account-group-for-a-company.md) - [Get all company account groups](https://developers.pleo.io/reference/pleo-deprecated/experimental/get-all-company-account-groups.md) - [Get an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/get-an-account-group-for-a-company.md) - [Update an account group for a company](https://developers.pleo.io/reference/pleo-deprecated/experimental/update-an-account-group-for-a-company.md) - [Returns healtcheck status of OpenAPIs for a given company](https://developers.pleo.io/reference/pleo-deprecated/healthcheck/returns-healtcheck-status-of-openapis-for-a-given-company.md) - [Get an expense receipt](https://developers.pleo.io/reference/pleo-deprecated/receipts/get-an-expense-receipt.md) - [Get expense receipts](https://developers.pleo.io/reference/pleo-deprecated/receipts/get-expense-receipts.md) - [Create a new tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/create-a-new-tag.md): This endpoint allows for the creation of a new Tag and its attribute values. - [Create a new tag group.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/create-a-new-tag-group.md): This endpoint allows for the creation of a new Tag Group with its attribute values - [Delete a tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/delete-a-tag.md): . If this tag is not already in use, the tag will be deleted, otherwise an error will be returned. - [Delete or archive a tag group.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/delete-or-archive-a-tag-group.md): This endpoint will delete or archive a Tag Group and all associated attributes and Tags. - [Get a tag from a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-a-tag-from-a-tag-group.md): This endpoint returns a specific tag with it's attribute values for a specified tag group - [Get a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-a-tag-group.md): This endpoint will return a single Tag Group, as well as all of it's attributes - [Get all tag groups belonging to the specified company.](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-all-tag-groups-belonging-to-the-specified-company.md): This endpoint returns all tag groups belonging to the company as well as their attributes - [Get all tags for a specified tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/get-all-tags-for-a-specified-tag-group.md) - [Update a tag](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/update-a-tag.md) - [Update a tag group](https://developers.pleo.io/reference/pleo-deprecated/tag-groups/update-a-tag-group.md) - [Get a tax code for a company](https://developers.pleo.io/reference/pleo-deprecated/tax-codes/get-a-tax-code-for-a-company.md) - [Get tax codes for a company](https://developers.pleo.io/reference/pleo-deprecated/tax-codes/get-tax-codes-for-a-company.md) - [Add an employee to a team](https://developers.pleo.io/reference/pleo-deprecated/teams/add-an-employee-to-a-team.md) - [Create a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/create-a-team-for-a-company.md) - [Delete a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/delete-a-team-for-a-company.md) - [Get a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/get-a-team-for-a-company.md) - [Get all teams for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/get-all-teams-for-a-company.md) - [Remove an employee from a team](https://developers.pleo.io/reference/pleo-deprecated/teams/remove-an-employee-from-a-team.md) - [Update a team for a company](https://developers.pleo.io/reference/pleo-deprecated/teams/update-a-team-for-a-company.md) - [Request ID's](https://developers.pleo.io/reference/request-ids.md) - [Request IDs](https://developers.pleo.io/reference/request-ids-1.md): Every API request you send to the Pleo platform is assigned a unique identifier. Pleo automatically generates this ID when it receives your request and includes it in the HTTP response headers. This ID acts as a fingerprint for the specific API call within Pleo. - [Scopes](https://developers.pleo.io/reference/scopes-2.md): The following table specifies the different scopes required to access the Tags Group and Tags API endpoints: - [Scopes](https://developers.pleo.io/reference/scopes-3.md): The following table specifies the scopes required to access the Tax Code API endpoints: - [Create a subscription](https://developers.pleo.io/reference/subscriptions/create-a-subscription.md): Creates a subscription for given event type(s). - [Delete subscription by id](https://developers.pleo.io/reference/subscriptions/delete-subscription-by-id.md): Removes the specified subscription record. - [Get subscription activities](https://developers.pleo.io/reference/subscriptions/get-subscription-activities.md): Fetches subscription activities of a given subscription. - [Get subscription by id](https://developers.pleo.io/reference/subscriptions/get-subscription-by-id.md): Fetches subscription details by the specific subscription ID. - [Get subscription secret by id](https://developers.pleo.io/reference/subscriptions/get-subscription-secret-by-id.md): Fetches webhook subscription secret ID by the specific subscription identification code; this is done to verify the webhook event that the customer has subscribed for. - [Get subscriptions](https://developers.pleo.io/reference/subscriptions/get-subscriptions.md): Retrieves a list of subscriptions for the specific event types (registered for the specific company or organisation by the third party application). - [Update a subscription](https://developers.pleo.io/reference/subscriptions/update-a-subscription.md): Modifies the subscription details. - [Creates a new tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/creates-a-new-tag-group-dimension.md) - [Creates a new tag group resource](https://developers.pleo.io/reference/tags-api/tag-groups/creates-a-new-tag-group-resource.md) - [Delete a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/delete-a-tag-group-dimension.md) - [Deletes the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/deletes-the-tag-group-resource-by-id.md) - [Get a list of tag group dimensions](https://developers.pleo.io/reference/tags-api/tag-groups/get-a-list-of-tag-group-dimensions.md): This endpoint will return a list of tag group dimensions excluding the name and code dimensions which are always present in a tag group. The name and code dimensions are returned only when they do not follow the standard name and code naming convention. - [Get a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/get-a-tag-group-dimension.md) - [Returns all tag groups for given company](https://developers.pleo.io/reference/tags-api/tag-groups/returns-all-tag-groups-for-given-company.md): You need to supply either the company_id or the organization_id query parameter. If you supply both, the company_id will be used. If you supply neither, the request will fail. If you supply the company_id, the response will contain only the tag groups for that company. If you supply the organization… - [Returns all tag groups for given company in an aggregated format](https://developers.pleo.io/reference/tags-api/tag-groups/returns-all-tag-groups-for-given-company-in-an-aggregated-format.md): You need to supply either the company_id or the organization_id query parameter. If you supply both, the company_id will be used. If you supply neither, the request will fail. If you supply the company_id, the response will contain only the tag groups for that company. If you supply the organization… - [Returns the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/returns-the-tag-group-resource-by-id.md) - [Update a tag group dimension](https://developers.pleo.io/reference/tags-api/tag-groups/update-a-tag-group-dimension.md) - [Updates the tag group resource by id](https://developers.pleo.io/reference/tags-api/tag-groups/updates-the-tag-group-resource-by-id.md) - [Creates a dimension value](https://developers.pleo.io/reference/tags-api/tags/creates-a-dimension-value.md) - [Creates a new tag sub-resource under the given tag group](https://developers.pleo.io/reference/tags-api/tags/creates-a-new-tag-sub-resource-under-the-given-tag-group.md) - [Deletes a dimension value](https://developers.pleo.io/reference/tags-api/tags/deletes-a-dimension-value.md) - [Deletes tag by id](https://developers.pleo.io/reference/tags-api/tags/deletes-tag-by-id.md) - [Fetches dimension values](https://developers.pleo.io/reference/tags-api/tags/fetches-dimension-values.md) - [Gets a dimension value](https://developers.pleo.io/reference/tags-api/tags/gets-a-dimension-value.md) - [Returns tag by id](https://developers.pleo.io/reference/tags-api/tags/returns-tag-by-id.md) - [Returns tags for given tag group](https://developers.pleo.io/reference/tags-api/tags/returns-tags-for-given-tag-group.md) - [Search and return aggregated tags](https://developers.pleo.io/reference/tags-api/tags/search-and-return-aggregated-tags.md) - [Search tags](https://developers.pleo.io/reference/tags-api/tags/search-tags.md) - [Updates a dimension value](https://developers.pleo.io/reference/tags-api/tags/updates-a-dimension-value.md) - [Updates tag by id](https://developers.pleo.io/reference/tags-api/tags/updates-tag-by-id.md) - [Overview](https://developers.pleo.io/reference/tags-overview.md): Tags imply cost centres. When you assign tags to an accounting entry, it helps in allocating the correct cost centres to the expense. For example, an expense of the category is recorded in Pleo. This specific accounting entry is assigned the tag. Assignment of tags helps in assessing the amount of… - [Overview](https://developers.pleo.io/reference/tax-codes-overview.md): The Taxes API allow external parties to Create, Read, Update, and Delete a companies tax codes within Pleo. - [Create a new tax code](https://developers.pleo.io/reference/tax-codes/create-a-new-tax-code.md) - [Delete an tax code](https://developers.pleo.io/reference/tax-codes/delete-an-tax-code.md) - [Returns a given tax code](https://developers.pleo.io/reference/tax-codes/returns-a-given-tax-code.md) - [Returns a list of tax codes](https://developers.pleo.io/reference/tax-codes/returns-a-list-of-tax-codes.md) - [Update an tax code](https://developers.pleo.io/reference/tax-codes/update-an-tax-code.md) - [Vendor API Scopes](https://developers.pleo.io/reference/vendor/vendor-api-scopes.md): The following table specifies the scopes required to access the Vendors API endpoints: - [Overview](https://developers.pleo.io/reference/vendor/vendors-api-overview.md) - [Versioning](https://developers.pleo.io/reference/versioning.md) - [Overview](https://developers.pleo.io/reference/webhooks/overview-webhooks.md) - [Subscriptions](https://developers.pleo.io/reference/webhooks/subscriptions.md) - [Webhook Events](https://developers.pleo.io/reference/webhooks/webhook-events.md): This topic lists the webhook events emitted in the Pleo ecosystem: - [Authentication and Authorisation](https://developers.pleo.io/reference/webhooks/webhooks-authentication-authorisation.md): To access the Subscriptions API, you can use any of the following (provided during the initial integration set up of the customer): ## OpenAPI Specs - [Gjoll API](https://developers.pleo.io/reference/Gjoll API.json) - [Tax Code API](https://developers.pleo.io/reference/Tax Code API.json) - [Tags API](https://developers.pleo.io/reference/Tags API.json) - [App Marketplace API](https://developers.pleo.io/reference/App Marketplace API.json) - [Vendors API](https://developers.pleo.io/reference/Vendors API.json) - [Webhook Subscriptions API](https://developers.pleo.io/reference/Webhook Subscriptions API.json) - [Chart of Accounts API](https://developers.pleo.io/reference/Chart of Accounts API.json) - [Triton API](https://developers.pleo.io/reference/Triton API.json) - [Export API](https://developers.pleo.io/reference/Export API.json) - [Pleo.io API (DEPRECATED)](https://developers.pleo.io/reference/Pleo.io API (DEPRECATED).json) - [Oberon API](https://developers.pleo.io/reference/Oberon API.json) - [openapi](https://developers.pleo.io/openapi.json)