Pleo

How to set up the Pleo connector, plus the actions that are available.

Betav0.2.0

See changelog

89 actions · 2 auth methods

Expense ManagementIAM

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Getting Started

1. Create or Select a Project

   Set up a new project or select an existing one. See Organizations & Projects.

2. Configure the Connector

   Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

   

   API Key · Connector Profile

   Uses a standalone API key from the Pleo Web App, which reaches the companies chosen in its access level. Pleo must turn…

   

   OAuth 2.0 · Connector Profile

   Requires an OAuth client registered with Pleo through its Technology Partner Early Access Programme. Uses PKCE, and each…

3. Link an Account

   Link an account from the dashboard (or via StackOne Hub).

   See the guide for the authentication type chosen in the Connector Profile:

   

   API Key · Link Account

   

   OAuth 2.0 · Link Account
4. Use Actions

   Connect an AI platform to the linked account’s actions. See AI Platforms.

   Other ways to call actions are listed in Protocols & SDKs.

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Actions

Authentication type

Select all|Clear

API KeyOAuth 2.0

Scopes

Select all|Clear

accountCategory:readaccountCategory:writeaccounting-entries:readaccounting-entries:writeaccounts:readaccounts:writecompanies:readcompany-balance:readexport-items:readexport-jobs:readexport-jobs:writetag-groups:readtag-groups:writetax-codes:readtax-codes:writeteam:deleteteam:readteam:writeusers:readvendors:readvendors:write

89 actions

Action

Description

Required scopes

Fetch A Single Accounting Entry By Id

pleo_external_get_accounting_entry

Fetch a single accounting entry by id

accounting-entries:read

Fetch Accounting Entries Based On Filters

pleo_external_search_accounting_entries

Fetch accounting entries based on filters

accounting-entries:read

Enrich Accounting Entry V2

pleo_enrich_accounting_entry

Enrich Accounting Entry V2

accounting-entries:write

Create A New Account

pleo_create_account

The integration sends a request to this endpoint to create a corresponding account in Pleo for any new record created in…

accounts:write

Create Multiple Accounts In A Single Request

pleo_create_accounts_batch

Create multiple accounts in a single request

accounts:write

Delete An Account

pleo_delete_account

Deletes an existing account in Pleo

accounts:write

Fetch A List Of Accounts

pleo_search_accounts

Retrieves a list of accounts with companyId and other optional filters

accounts:read

Retrieve An Account In Pleo By Its ID

pleo_get_account

Retrieve an account in Pleo by its ID

accounts:read

Update An Account

pleo_update_account

Update details of an existing account in Pleo

accounts:write

Create A New Bookkeeping Category

pleo_create_bookkeeping_category

Create a bookkeeping category, an expense purpose, inside a category group

accountCategory:write

Delete A Bookkeeping Category

pleo_delete_bookkeeping_category

Delete one bookkeeping category by its ID

accountCategory:write

Fetch A List Of Bookkeeping Categories

pleo_search_bookkeeping_categories

Search bookkeeping categories, the individual expense purposes

accountCategory:read

Retrieve A Bookkeeping Category By Its ID

pleo_get_bookkeeping_category

Get one bookkeeping category, an expense purpose, by its ID

accountCategory:read

Update A Bookkeeping Category

pleo_update_bookkeeping_category

Update one bookkeeping category, an expense purpose

accountCategory:write

Get Aggregated Bookkeeping Category Groups

pleo_get_aggregated_bookkeeping_category_groups

List bookkeeping category groups for a company, each with its bookkeeping categories nested inside

accountCategory:read

Create A New Bookkeeping Category Group

pleo_create_bookkeeping_category_group

Create a bookkeeping category group that organises categories

accountCategory:write

Delete A Bookkeeping Category Group

pleo_delete_bookkeeping_category_group

Delete a whole bookkeeping category group by its ID

accountCategory:write

Fetch A List Of Bookkeeping Category Groups

pleo_search_bookkeeping_category_groups

Search bookkeeping category groups, the collections that hold categories

accountCategory:read

Retrieve A Bookkeeping Category Group By Its ID

pleo_get_bookkeeping_category_group

Get one bookkeeping category group by its ID

accountCategory:read

Update A Bookkeeping Category Group

pleo_update_bookkeeping_category_group

Update a whole bookkeeping category group

accountCategory:write

Get Company

pleo_get_company

Get a Pleo company by ID.

companies:read

Search For Companies

pleo_search_for_companies

Use this endpoint to search for companies associated with a specific organisation

companies:read

Get The Balance For A Company

pleo_get_external_balance

Get the balance for a company

company-balance:read

Create A New Tag Group Dimension

pleo_create_tag_group_dimension

Create a dimension, an extra attribute column, on a tag group

tag-groups:write

Delete A Tag Group Dimension

pleo_delete_tag_group_dimension

Delete a dimension definition from a tag group

tag-groups:write

Retrieve A List Of Tag Group Dimensions

pleo_get_tag_group_dimensions

Retrieve a list of tag group dimensions

tag-groups:read

Retrieve A Tag Group Dimension

pleo_get_tag_group_dimension

Get one dimension definition of a tag group

tag-groups:read

Update A Tag Group Dimension

pleo_update_tag_group_dimension

Change the definition of a dimension on a tag group

tag-groups:write

Create A New Dimension Value

pleo_create_dimension_value

Set the value one tag holds for one dimension

tag-groups:write

Delete A Dimension Value

pleo_delete_dimension_value

Remove the value one tag holds for one dimension

tag-groups:write

Retrieve Dimension Values

pleo_get_tag_dimension_values

List all dimension values of one tag

tag-groups:read

Retrieve A Dimension Value

pleo_get_dimension_value

Get the value one tag holds for one specific dimension

tag-groups:read

Update A Dimension Value

pleo_update_dimension_value

Change the value one tag holds for one dimension

tag-groups:write

List Employees

pleo_list_employees

List the employees of the companies the Pleo API key can reach.

users:read

Get Employee

pleo_get_employee

Get a Pleo employee by ID.

users:read

Get Export Items

pleo_get_export_items

An export item = an accounting entry transformed into an exportable entry

export-items:read

Create A New Tag Group

pleo_create_tag_group

Create a tag group, the container that holds tags, in Pleo

tag-groups:write

Delete A Tag Group

pleo_delete_tag_group

Delete a whole tag group by its ID

tag-groups:write

Retrieve The Tag Groups For A Company Or An Organisation In Aggregated Format

pleo_get_aggregated_tag_groups

List tag groups together with their dimensions in one response

tag-groups:read

Retrieve Tag Groups For A Company Or An Organisation

pleo_get_tag_groups

List the tag group records of a company or organisation

tag-groups:read

Returns An Aggregated Tag Group By Its ID

pleo_get_aggregated_tag_group_by_id

Get one tag group by ID together with its dimensions

tag-groups:read

Retrieve A Tag Group By Its ID

pleo_get_tag_group

Get one tag group record by its ID

tag-groups:read

Update A Tag Group

pleo_update_tag_group

Rename or change the details of a whole tag group

tag-groups:write

Get Unified Credentials

pleo_unified_get_me

Get the current Pleo connection’s unified credentials.

List Unified Groups

pleo_unified_list_groups

List unified groups in Pleo.

team:read

Get Unified Group

pleo_unified_get_group

Get a unified Pleo group by ID.

team:read

List Unified Users

pleo_unified_list_users

List unified users in Pleo.

users:read

Get Unified User

pleo_unified_get_user

Get a unified Pleo user by ID.

users:read

Get API Key Details

pleo_get_introspection

Get the details of the Pleo API key the connection uses.

Create A New Export Job

pleo_create_export_job

Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the…

export-jobs:write

Create An Export Job Event

pleo_create_export_job_event

Create an Export Job Event

export-jobs:write

Get A List Of Export Jobs

pleo_get_export_jobs_list

Get a list of Export Jobs

export-jobs:read

Get An Export Job

pleo_get_export_job_by_id

Retrieve an export job by a specific export job ID

export-jobs:read

Get Export Job Items

pleo_get_export_job_items

An export job item tracks the export progress of a specific accounting entry in an export job

export-jobs:read

Update Export Job Items

pleo_update_export_job_items

Update the status and other attributes of the export job items in batches of 100

export-jobs:write

Get All Receipts Of An Accounting Entry

pleo_get_all_receipts

Get all receipts of an accounting entry

accounting-entries:read

Returns A Receipt With Time Bound Access To The Receipt File

pleo_get_receipt_file

Returns a receipt with time-bound access to the receipt file

accounting-entries:read

Apply Filters To Search For Specific Accounting Entry Receipts

pleo_search_receipts_by_post

Apply filters to search for specific accounting entry receipts

accounting-entries:read

Create A Subscription

pleo_create_subscription

Creates a subscription for given event type(s)

Delete Subscription By Id

pleo_delete_subscription

Delete subscription by id

Get Subscription Activities

pleo_get_subscription_activities

List the delivery and change activity recorded for a webhook subscription

Get Subscription By Id

pleo_get_subscription_by_id

Fetches subscription details by the specific subscription ID

Get Subscription Secret By Id

pleo_get_subscription_secret

Get subscription secret by id

Get Subscriptions

pleo_get_subscriptions

Retrieves a list of subscriptions for the specific event types (registered for the specific company or organisation by t…

Update A Subscription

pleo_update_subscription

Modifies the subscription details

Create A New Tag For A Tag Group

pleo_create_tag

Create a tag, one selectable value, inside an existing tag group

tag-groups:write

Delete A Tag

pleo_delete_tag

Delete a tag from its tag group by the tag ID

tag-groups:write

Retrieve A Tag By Its ID

pleo_get_tag

Get one tag by its ID

tag-groups:read

Retrieve Tags For A Tag Group

pleo_get_tags

Retrieve tags for a tag group

tag-groups:read

Retrieve Tags In Aggregated Format

pleo_search_aggregated_tags

Retrieve tags in aggregated format

tag-groups:read

Update A Tag

pleo_update_tag

Change the name, code or archived state of one tag

tag-groups:write

Create A Tax Code

pleo_create_tax_code

Create a tax code for a company with its rate, type and tax accounts

tax-codes:write

Delete A Tax Code

pleo_delete_tax_code

Delete a tax code by its ID

tax-codes:write

Get A Tax Code

pleo_get_tax_code

Get one tax code by its ID, with its rate, type and tax accounts

tax-codes:read

Returns A List Of Tax Codes

pleo_get_tax_codes

Returns a list of tax codes

tax-codes:read

Update A Tax Code

pleo_update_tax_code

Replace the name, code, rate, type or tax accounts of a tax code

tax-codes:write

List Teams

pleo_list_teams

List the teams of the Pleo company or organisation.

team:read

Get Team

pleo_get_team

Get a Pleo team by ID, with its member ids.

team:read

Add Members To A Team

pleo_add_team_members

Use this endpoint to add one or more Employees to a Team

team:write

Create A Team

pleo_create_team

Use this endpoint to create a new team for the company or organisation the access token is scoped to

team:write

Delete A Team By ID

pleo_delete_team_by_id

Use this endpoint to delete a specific team by its teamId

team:delete

Remove A Member From A Team

pleo_remove_team_member

Remove a member from a Team

team:write

Partially Update A Team

pleo_update_team

Use this endpoint to update a Team’s name and/or code

team:write

Activate A Vendor

pleo_activate_vendor

Updates the vendor state to Active, reflecting its availability in the target ERP/accounting system

vendors:write

Archive A Vendor

pleo_archive_vendor_by_id

Archives a Vendor in Pleo by its id

vendors:write

Create A New Vendor

pleo_post_vendor

This endpoint has the following functions - - Create a corresponding record in Pleo for any new vendor created in the ER…

vendors:write

Fetches Vendors By Search Criteria

pleo_search_vendors

Fetches Vendors by search criteria

vendors:read

Retrieves A Vendor In Pleo By Its Id

pleo_get_vendor_by_id

Retrieves a Vendor in Pleo by its id

vendors:read

Update A Vendor

pleo_update_vendor

Updates a Vendor for a company in Pleo

vendors:write