Integrate Pleo with TravelPerk


Overview


Connection


Configuration


Book a business trip

Overview

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 access your company's invoice data, including the Trip ID, total booking amount, currency, PDF invoice, and booking category, like flights or hotels.


Prerequisites

  • A Pro or Premium account on TravelPerk 
  • Only admins on Pleo and TravelPerk accounts can enable and configure it


Good to know:

  • The admin who enables the integration needs to remain an active admin on TravelPerk for the integration to continue working.
  • Changes to tags in Pleo will synchronised to TravelPerk (refreshed automatically every 24 hours or can be refreshed manually at any time from the integration configuration page).
  • The integration will only handle transactions that were made during the time the integration was installed.


Connection

  1. In Pleo, navigate to Settings
  2. Select Integrations
  3. Access Receipt tracking
  4. Click Connect, next to the TravelPerk integration
  5. In TravelPerk, navigate to Account Settings
  6. Access Integrations
  7. Under the Pleo integration, click Set up
  8. Click Enable

Configuration

  1. In TravelPerk, navigate to Account Settings
  2. Access Integrations
  3. Find the Pleo integration and click Settings
  4. Click Configure next to Sync cost fields
  5. Choose which tags you want to sync from Pleo to TravelPerk
  6. Click Sync cost fields

Book a business trip

  1. On TravelPerk, book a trip using your Pleo card
  2. Under Project and department, choose the Pleo tags (available if tag syncing is enabled)
  3. Confirm payment


Once completed, your transaction will appear with a title that includes TravelPerk on your Pleo Expenses page.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article