How to set up the Uniconta integration

This article explains the two options for sending your Pleo expenses to Uniconta:

• Use Pleo's custom format (no additional cost)

• ?Use FutureLink's custom-built integration (requires an Advanced Pleo plan with access to the API, as well as a FutureLink fee)

Option 1: The custom format

This video is narrated in Danish, but the same instructions are written in English below. Feel free to watch the video if it makes it easier to follow along:

In Uniconta, set up a contra account dedicated to Pleo expenses:

1. Go to "Accounts" (Danish: "Kontoplan").

2. Click "Add contra account" (Danish: "Tilføj finanskonto").

3. Enter an available contra account (Danish: modkonto) and label it "Pleo".

4. Under "Account type" (Danish: "Kontotype"), select "liquid assets" (Danish: "Likvide aktiver").

5. Click "Save" (Danish: "Gem").

Next up in Uniconta, let's set up a Pleo Journal:

1. In Uniconta, click "Accounting" (Danish: "Bogføring").

2. Click "Add journal" (Danish: "Tilføj kladde").

3. Select "Pleo" in both the journal (Danish: "kladde") and name (Danish: "navn") fields.

4. Select a number series (Danish: "numbersseries").

5. Scroll down until you see "Standard values" (Danish: "Standardværdier") and select the Pleo contra account.

6. Click "Save" (Danish: "Gem").

Now it's time to choose which Pleo expense data you want to import:

1. Click "Import from file" (Danish: "Importer fra fil").

2. Select the data points you want to see by entering the order in which they should appear in the file. For example, if you want the date (Danish: "dato") to appear first, then enter "1" in the field next to it.

3. Click "Save positions" (Danish: "Gem positioner") and save it as "Pleo".

Now it's time to log into Pleo and set up the custom format:

1. Log into the Pleo web app and go to the Accounting page.

2. Select "Create your own format."

3. Enter the same contra account (Danish: "Modkonto") that you saved in Uniconta and enter in the respective field in Pleo ("Contra Account for Pleo card expenses").

4. Scroll down to the "File format" (Danish: "Filformat") section, and enter the data points in the same order as you did in Uniconta.

5. At the bottom of the page, you can download a file preview to see what will be uploaded to Uniconta.

6. Now that it's all set up, you can export your expenses from Pleo as you and your colleagues start using your cards.

When you export from Pleo, you'll be given the choice of Excel or .csv file. Once that's downloaded, upload the file in Uniconta:

1. In Uniconta, click "Accounting" (Danish: "Bogføring").

2. Click "Import from file" (Danish: "Importer fra fil").

3. Select the file that you've downloaded from Pleo.

4. Click "Review" (Danish: "Gennemse").

5. Click "Upload file" (Danish: "Indlæs fil).

Done!

Option 2: FutureLink's custom-built integration

FutureLink has built a custom integration that syncs expenses between Pleo and Uniconta. The only catch here is that it's an independent project from FutureLink, and so it comes with a fee. It's 99 DKK per month, plus a 990 DKK starting fee. From Pleo's side, the only prerequisite is access to our API.

The main benefits of the integration (as opposed to the custom format) is that the receipt URL will be sent to Uniconta, meaning that expenses don't need to be manually matched to receipts.

Interested? Check out this FutureLink page about the Pleo x Uniconta integration.

• Connect Pleo and Uniconta (FutureLink)

1. Go to the integration page: https://connect.batchflow.dk.

2. Log in with your Uniconta credentials.

3. Select the company you want to set up the integration for and click "Register". If you need to set up several companies, repeat the steps below for all companies.

4. Your company and contact information are automatically pulled from Uniconta. Tweak any details if necessary, tick the "terms and conditions box", then click "Next".

5. Insert your Pleo API key and click "Save".

• Export expenses from Uniconta to Pleo (FutureLink)

1. Expenses are automatically imported from Pleo, but you can always adjust the filters so that you only see expenses based on, say, a specific date range.

2. To adjust the filters, click on "Import expenses from Pleo".

3. Select all or specific expenses to be exported to Uniconta, then click "Add to export queue".

4. Click "Yes" to confirm.

5. Click "Configure export" on the "Export queue" page. If you want to remove expenses from the export queue, select the expenses and click "Remove from queue".

6. Select a specific journal, and then choose to either book the expenses as a creditor or an account.

7. Select the creditor/account.

8. Select which values from Pleo to add to the journal in Uniconta (Click "+" to add another value. Click on the value to select a new one, or click "Remove".

9. Fields are retrieved from Uniconta and "Tag groups" from Pleo can be selected as a value. Please note that values in Pleo must match the positions in Uniconta.

10. Export expenses to Uniconta by clicking on "Export to Uniconta".