- You need a Pro or Premium account on TravelPerk to use this feature
- Only Admins can use this feature
Pleo is a business spending solution that offers smart payment cards and automated expense reports. Pleo collects receipts, categorizes expenses based on previous behavior, and creates expense reports.
The Pleo integration
The Pleo integration automatically imports your payment transactions with a PDF invoice from TravelPerk as soon as you book a trip on TravelPerk.
Any changes made to bookings will not be reflected in Pleo.
TravelPerk allows Pleo to read your company's TravelPerk invoice data, such as the Trip ID, total amount of the booking, currency, PDF invoice, and category, such as flight.
Only bookings made using a Pleo card are automatically added to your Pleo account.
- A booking is made on TravelPerk using a Pleo card.
- Pleo receives the transaction and automatically sets the expense categories.
- Pleo collects the invoice and any additional data from TravelPerk.
- The transactions and invoices are added to the Pleo account for the person who made the booking.
Enable the Pleo integration
You must be an Admin for TravelPerk and have Developer permissions on Pleo.
The Admin who enables the integration needs to remain an active Admin on both platforms for the integration to continue working.
Only bookings made using a Pleo card are automatically added to your Pleo account. To add a Pleo card to your account, see Create, edit, delete, or archive a payment profile.
To enable the Pleo integration, follow these steps:
- Go to Account Settings
- Select Integrations
- Find the Pleo integration and click Set up
- Click Enable
- Log in to your Pleo Admin account
- Authorize the TravelPerk Integration to have access to your invoice data
Using the Pleo integration
- Book a trip on TravelPerk using your Pleo card
- Go to your Pleo account and open Expenses — you will see a fresh transaction with the title that contains TravelPerk
- The PDF invoice will arrive after a few minutes. Click the transaction to see the invoice
- Click the invoice preview to open it
Disable the Pleo integration
Admins can disable the Pleo integration by following these steps:
- Go to Account Settings
- Select Integrations
- Find the Pleo integration and click Manage
- Click Disable