How to link Pleo Teams to a Dimension from Business Central v2

  1. In Business Central, go to Pleo Integration Setup
  2. Click the pencil icon to edit
  3. In the Advanced section, find Dimension For Pleo Teams
  4. From the dropdown, select the Dimension you want to link to Teams in Pleo
  5. Click the pencil icon to stop editing
  6. Access the Dimensions page and select the Dimension you just linked
  7. Click Dimension and Dimension Values 


You’ll now see all Dimension Values for this Dimension - we're interested in the Codes only.

  1. In Pleo, navigate to the People page
  2. Click Teams
  3. Open the team you want to link
  4. Copy the Dimension Value Code from Business Central 
  5. Paste it into the Team's Code field in Pleo
  6. Repeat the same to link more Teams to the Dimension



If you then assign a team to an expense and export it, the integration will automatically assign the corresponding Dimension Values to that expense in Business Central.


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