Integrate Soldo with TravelPerk

• You need a Pro or Premium account on TravelPerk to use this feature
• Only Admins can use this feature

Soldo is a business spending solution that offers smart payment cards and automated expense reports for full visibility and a streamlined reconciliation process. 

The Soldo integration

The Soldo integration automatically gathers travel expense data and invoices from TravelPerk as soon as you book a trip. 

Only bookings made using a Soldo card are automatically added to your Soldo account. 

1. A booking is made on TravelPerk using a Soldo card.
2. Soldo automatically imports TravelPerk invoices and matches them to the corresponding payments based on the merchant code on each transaction. 
3. All of the relevant payment information is available in Soldo, so you can pass it to your accounting system for reconciliation.

Enable the Soldo integration 

Only bookings made using a Soldo card are automatically added to your Soldo account. To add a Soldo card to your account, see Create, edit, delete, or archive a payment profile. 

You need to be an Admin for TravelPerk and have Developer permissions on Soldo. 

Note:  The Admin who enables the integration needs to remain an active Admin on both platforms for the integration to continue working.

To enable the Soldo integration, follow these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Soldo integration and click Set up
   
4. Click Enable
5. Log in to your Soldo account
6. Authorize the TravelPerk Integration to have access to your invoice data

Disable the Soldo integration

Admins can disable the Soldo integration by following these steps:

1. Go to Account Settings
2. Select Integrations
3. Find the Soldo integration and click Manage
4. Click Disable