Set up Odoo integration

The integration supports all Odoo hosting options and Odoo version 16 & 17.

Key features of the integration

• Expenses (including receipts and other attachments) from Pleo are automatically exported to Odoo
• Analytics Plans from Odoo are synchronised with Pleo Tag Groups
• Taxes from Odoo are synchronised and will always be up-to-date in Pleo

Generate API Key 

1. In Odoo, click on your profile in the top right corner
2. Select My Profile
3. Click on Account Security
4. Within API keys click New API key
5. Enter your password and confirm
6. Enter a key name
7. Click Generate key
8. Copy and save the API key

Install the employees module

Note: If you already see Employees in your module overview, you don't need to install the module again.

1. In Odoo, click Apps in the module overview
2. Search for Employees
3. Click Install
4. Follow the on-screen instructions

Create journals in Odoo

1. In Odoo, go to Accounting
2. Under Configuration, select Journals
3. Click New to add a journal
4. Create the following journals:
   • If you don't want your card purchases to be stored as Vendor Bills: Journal for Pleo card expenses - with type Miscellaneous
   • Vendor bills - with type Purchase
   • Journal for out-of-pocket expenses - with type Miscellaneous

Create GL accounts in Odoo

1. In Odoo, go to Accounting
2. Under Configuration, select Accounts
3. Click New to create an account
4. Create the following accounts:
   • Pleo Wallet account - with any type
   • Pleo out-of-pocket account - with any type
   • Pleo contra account for external reimbursements - with any type
   • Accounts Payable account - with type Payable

1. In Pleo, navigate to Settings
2. Click Accounting
3. Search for Odoo
4. Select the Odoo integration and click Continue
5. Add the follow details:
   • Instance location: Enter the URL of your Odoo, for example: https://pleo-integration.odoo.com/
   • Database: Enter the domain name. To find the database name:
     1. In Odoo, click your profile in the top right corner
     2. Select My databases
     3. For the data base your want to use select Domain name and copy the bolded domain name
   • Username: Enter the email address of the user that generated the API Key (step 1)
   • API Key: Enter the save API Key generated (step 1)
   • Click Check
6. Select a company you'd like to connect to in Odoo
7. Click Connect