- In Business Central, go to Pleo Integration Setup
- Click the pencil icon to edit
- In the Advanced section, find Dimension For Pleo Teams
- From the dropdown, select the Dimension you want to link to Teams in Pleo
- Click the pencil icon to stop editing
- Access the Dimensions page and select the Dimension you just linked
- Click Dimension and Dimension Values
You’ll now see all Dimension Values for this Dimension - we're interested in the Codes only.
- In Pleo, navigate to the People page
- Click Teams
- Open the team you want to link
- Copy the Dimension Value Code from Business Central
- Paste it into the Team's Code field in Pleo
- 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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