Summary:
After the integration, your Pleo card transactions are synced to COMMITLY automatically.
This gives you a complete overview of all card payments and their impact on your liquidity planning.
The transactions are treated like regular bank transactions and feed directly into:
Actuals
Forecast
Reports
This ensures that company card transactions are included in liquidity planning.
What is imported?
Card transactions (debits and credits)
Refunds
Ongoing expense transactions
After a successful sync, the transactions appear under Transactions, where they can be mapped or processed automatically with a rule.
The API connection depends on your Pleo plan.
Please check beforehand whether your Pleo plan allows API usage.
What do I need to do in Pleo?
Log in to your Pleo account.
Go to the API settings.
Create an API key.
Copy it.
What do I need to do in COMMITLY?
Go to Add-ons > Cards & Payments.
Select Connect Pleo.
Enter the required API information.
Save the connection.
After a successful connection, your Pleo transactions are synced automatically.
Error message: "Token Expired" (Pleo)
If the message appears that the Pleo token needs to be renewed, please proceed as follows:
The Pleo token needs to be renewed.
Generate a new token in Pleo.
Disconnect Pleo in COMMITLY (SETTINGS > Integrations) and reconnect it with the new token (in COMMITLY under Add-ons > Cards & Payments).
Where do I generate the Pleo token?
The Pleo token can only be generated in Pleo.
There is an (older) article about this.
For further questions, simply contact Pleo Support.