Note
- Open the Pleo web app and go to your Settings.
- Click Open API.
- Click Create token in the top right corner.
The token is only displayed once, so it’s important to copy and paste it into SaaS Manager straight away.
What data is returned by Pleo?
When you connect to Pleo, like with other spend integrations, you will be prompted to select the accounts that you want to pull data from.
SaaS Manager will request all expenses assigned to the selected accounts where the state has moved beyond ‘Authorization’ (in other words ‘Authorization’ or ‘Authorization Reversal’ are both excluded). ‘Failed’ card transactions are also excluded.
Expenses are returned regardless of whether they have been exported from Pleo.
Expense transaction descriptions include the merchant name, and note from Pleo.
Receipts are also fetched where available along with the submitter.
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