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Setup the OS/ Pleo Integration

The OS/ Pleo Integration can pull receipts, allow project assignment directly in Pleo, ease approvals and provide additional DATEV metadata.

Get your API Token

Login to Pleo and get your API Token

First of all, get your API credentials. Login into your Pleo Account (https://app.pleo.io/settings/openapi) and navigate to "Settings", "Open API" like shown in the below Screenshot.

Generate a new OS/ API Token

Klick "Create Token".

Label your token and describe the integration for which you are using it. You can type "OS/" for both fields.

Click the copy button right next to the API Token and save it in a secure place (It is just displayed once!). Finish the dialog by clicking "I saved it".

Enable the OS/ Pleo Integration

Login to OS/ and add our Pleo Integration

Login to your OS/ Workspace and click "Settings" underneath your Workspace (https://budget.goos.cloud/ws/{yourworkspace}/integrations).

Navigate to "Integrations" and click "+Add" right next to the OS/ Pleo Integration.

Paste your Pleo API Token and click "Save Integration". Optionally you can invite all OS/ Staff top Pleo automatically.

Your OS/ Pleo integration is running now and waiting for exported receipts.

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