Before you get started
Back in 2021, e-conomic changed their pricing plans so that it's now only possible to access integrations (including the one with Pleo) if you're on an external e-conomic agreement. If you are on an internal agreement and follow the steps in this article, it will connect but exporting will fail with this error:
To sync Pleo expenses with e-conomic in this case, the options are to either to:
Get your partner to upgrade your e-conomic agreement to an external one,
Use the Pleo CSV download option and upload that manually to e-conomic
Set up your accounts in e-conomic
Log into e-conomic
Go to All settings
Go to Chart of Accounts and create a New account (Balance sheet) called Pleo.
Go to Journals and create a New Journal.
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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