Integrate Pleo with Perk

Overview

The Pleo integration automatically imports your payment transactions with a PDF invoice from Perk, as soon as you book a trip on Perk.

Perk 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.

Connection

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

Configuration

1. In Perk, 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 Perk
6. Click Sync cost fields

Book a business trip

1. On Perk, 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 Perk on your Pleo Expenses page.