• 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. 

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.
• If tag syncing is enabled, the user can select Pleo tags for the trip, which are then applied to the transaction in Pleo. Changes to tags in Pleo will sync to TravelPerk.
• Tags in TravelPerk are refreshed automatically every 24 hours or can be refreshed manually at any time from the integration configuration page.
• The purchase will automatically be categorized in Pleo and the invoice from TravelPerk will automatically be added to the expense. So there is less manual work.
• If a personal Pleo card is used, the transaction and invoice are added to the cardholder's account. If a vendor card is used, they're added to the Pleo account that owns the card.

Enable the Pleo integration 

You must be an admin for both the Pleo and TravelPerk accounts.

The admin who enables the integration needs to remain an active admin on TravelPerk for the integration to continue working. In Pleo, the installation is tied to the company account and can be managed by any admin for the account.

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:

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

Configure the Pleo integration

1. Go to Account Settings
2. Select Integrations
3. Find the Pleo integration and click Set up
4. Click enable
5. Choose which tags you want to sync from Pleo to TravelPerk. All unselected tags will be archived and won’t be visible to travelers.

Using the Pleo integration

1. Book a trip on TravelPerk using your Pleo card
2. If applicable, choose from the Pleo tags you've set up in TravelPerk.
   
   
   
3. Once the booking is complete, head to your Pleo account and open the Expenses section. You’ll see a new transaction with a title that includes TravelPerk.
   
   
   
   
4. The PDF invoice will appear within a few minutes, along with any tags you selected during booking. Click the transaction to view the invoice.
5. Click the preview to open it.

Disable the Pleo integration

Admins can disable the Pleo integration by following these steps:

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