Export formats in Pleo: generic vs custom

When you export expenses from Pleo, you can choose an export format that determines what your exported file looks like (for example which columns it includes and how values are structured).

In Pleo, you’ll typically see two file-based export options: generic format and custom format.

Generic format

A generic format is a standard export option that gives you a ready-to-use file structure without any setup.

If your accounting system requires a strict import template, a generic format may not match those requirements

Use a generic format if:

1. You want a quick way to export expenses to review or work with them in Excel/CSV
2. You don’t need a specific column order or specific data points for an accounting import
3. You’re not importing into a system with strict file requirements

Good to know: Generic formats are typically best when you plan to review, filter, or edit the file manually before using it elsewhere

Custom format

A custom format is a predefined export template you configure in Pleo. It lets you decide:

• Which data points (data sources) to include
• How they’re formatted (for example, date formats)
• What the column headers are called
• The order of columns
• Whether you need a one-line or multiple-line export structure
• Whether the file should be CSV or Excel (.xlsx), including delimiter (separator) settings for CSV

Use a custom format if:

1. Your accounting system requires a specific import template
2. You want a consistent export structure every time (so you don’t have to edit files manually)
3. You need to control the column headers, order, and/or combine multiple data points into one column

Good to know: Once created, your custom format is saved and can be reused for future exports

Generic vs custom format: which should you choose?

• A quick export with minimal setup → Generic format
• A file that matches a specific accounting import template → Custom format
• Control over column headers and column order → Custom format
• Consistent exports for ongoing accounting workflows → Custom format
• You’re happy to adjust the file manually after exporting → Generic format

If you’re exporting to import into an accounting system, a custom format is usually the best choice—especially if the system requires a specific structure.

Good to know: If you’re unsure which format your accounting system requires, check with your bookkeeper or accountant.