Before you get started
Sending Pleo expenses to WorkBook relies on:
An Advanced Pleo plan with access to our API.
A WorkBook account.
What's possible with the integration
This integration has been completed in partnership with ECIT Services A/S, who also maintains and troubleshoots any potential issues related to its use. With this integration, you can connect Pleo and WorkBook to easily export your Pleo expenses directly to WorkBook, automatically synchronising your full list of “Jobs” between WorkBook and Pleo. The integration does not currently synchronise “Activities” (coming soon).
How to get started
It's a good idea to let your dedicated customer success manager know that you want to set this up, as they can always help you. Not sure who your CSM is? Contact our support team and we'll put you in touch.
Please fill out this form.
In Pleo, go to the Accounting page and select the "format from Pleo" as your accounting setup:
How to export Pleo expenses to WorkBook
In Pleo, go to the Export page.
Select which expenses to send to WorkBook, then click "Add to queue".
At the bottom of the Export queue page, click "Export".