Before you get started
In June 2023 Visma e-conomic updated their pricing plan to only allow integrations for customers that have the "Plus" package or higher. If you are on a lower package the integration will no longer be usable until you do one of the following things:
Upgrade your Visma e-conomic.
Use the Pleo CSV download option and upload that manually to e-conomic.
If you integrate whilst on a lower package than "plus" it will connect but exporting will fail with this error:
Set up your accounts in e-conomic
Connect e-conomic and Pleo
In the Pleo web all, click on Settings.
Click on Accounting.
Select Visma e-conomic from the available options.
Select your type of e-conomic agreement and press Connect.
Make sure that agreement number is correct and click on Add app.
Once connected, enter the account number and journal (that you already created in e-conomic) into the Pleo settings.
What data is synced between Pleo and e-conomic?
Departments (afdelinger) in e-conomic are reflected in Pleo tags. When you set up your tags after enabling the integration, you'll find that the drop-down menu in Pleo automatically reflects your departments in e-conomic.
What about the projects module? Click here to find out how the projects module in e-conomic works with Pleo.
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