Overview

💡Note: Please note the following:

  • V0 would be deprecated in 2025. Closer to the deprecation date, we would inform you.
  • V1 is operational, but we recommend you to upgrade to V2 — the user attribute in GET Export Items response would be null, if there is no user/employee associated with the export item.

Overview

The Export API enables you to export the accounting data managed in Pleo to other external ERP/accounting systems.

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Note: The target audience of this API is developer partners and customers who want to export the spend data managed in Pleo to an external ERP/accounting system of their choice.

Some of the key features and benefits of this API include:

  • The accounting and the bookkeeping information contained in the accounting entries are transformed to exportable data items and packaged as export items. This is done to ensure accurate and transparent transmission of accounting entries from Pleo to the external ERP/accounting system.
  • Managing the export workflow with Export Jobs and Export Job Events (for more information, see What are Export Jobs? and What are Export Job Events?).
  • Tracking the progress of each accounting entry included in an export job through export job items — an export job item tracks the export progress of a specific accounting entry in an export job.

What are Export Jobs?

An Export Job is the task that manages the export workflow and provides insight with the additional information:

  • Status and progress of the export workflow
  • Export history logs
  • Orchestrates the entire workflow, like locking the accounting entries being exported from any modification
  • Orchestrates the change of status in expenses

What are Export Job Events?

The Export Job Events cause change in status of an export job. When an event is triggered, the status of the corresponding export job is impacted. This is returned in the status parameter of the export-jobs endpoint. For example, a specific export job is showing failed status; the reason of failure is also mentioned to understand what caused the problem and how it could be resolved.

The possible values are:

  • pending: The accounting entries are queued for export.
  • failed: The accounting entries could not be exported to the external accounting system.
  • completed: The accounting entries have been successfully exported to the external accounting system.
  • completed_with_errors: The export workflow is complete, yet few accounting entries could not be exported to the external accounting system.

Webhook Notifications for Status Change in Export Workflow

When an Export Job Event is triggered, a webhook notification is generated and sent to the external accounting system. Thus, this helps the ERP/accounting system to act in accordance with the event status. For example, if you have subscribed to the v2.export.job-created event, a webhook notification is sent to the external system, notifying that an export workflow is already initiated and a specific set of accounting entries are being currently exported from Pleo to the target system. For more information, see Webhooks.

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Note: If webhook implementation is unavailable for any export job event, you might poll GET https://external.pleo.io/v2/export-jobs to receive additional information.

Vendor Tagging in Export Items

Adding vendors in an export item is a new functionality that is available only when the following criteria are met:

  • The specific company has synchronised the list of vendors existing in their ERP/accounting system and their Pleo account. For more information, see # Vendors API[https://developers.pleo.io/reference/vendors-api-overview].

  • The integration supports the capability of vendor tagging. If yes, vendorBasedBookkeeping is set to True in the POST Create a new export job endpoint.

  • Tagging vendors in an export item is available for the following expenses:

    • card_purchase
    • fee
    • chargeback
    • refund
    • cashback
    • invoice
    • invoice_payment
    • overdraft

Based on what the bookkeeping method is, tagging vendors in an export item is either mandatory or optional:

  • If the bookkeeping method is accounts_payable, tagging vendors in an export item is mandatory — this helps to bookkeep the expense in the correct vendor account as maintained in the external ERP/accounting system. If vendorBasedBookkeeping is enabled, the GET Get Export Items endpoint includes vendor and bookkeeping data points.
  • If the bookkeeping method is journal, tagging vendors in an export item is optional.

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Important:

  • If there is any problem in bookkeeping the export item to the correct vendor account (like, when the vendor code is not matching) in the ERP/accounting system, the integration must send a request to the PUT Update Export Job Items endpoint with failureReason specifying that vendor record could not be identified and failureReasonType set to accounting_system_validation_failure.
  • In the Export API Version 2, you might find the supplier object, instead of vendor. To bookkeep the export item using the supplier object, ensure that any of the following information is present to find the appropriate vendor in the ERP/accounting system:
    • code matching the supplier ID as recorded in the accounting system
    • account matching the supplier account number as recorded in the accounting system
    • taxIdentifier matching the tax identifier of the supplier as recorded in the accounting system

Rate Limits

The APIs have a rate limit of 600 requests per minute.