Register an OAuth client with Pleo
Pleo issues the Client ID and Client Secret after it registers your OAuth client.
1
Apply to the Early Access Programme
Follow Pleo’s How to Register an OAuth 2.0 Client guide and submit your integration details.
- Redirect URI: the Callback URL from your StackOne Connector Profile
- PKCE: supported (S256)
- Request the scopes listed below that your use case needs
2
Choose the scopes
Enables actions: Activate A Vendor, Add Members To A Team, Apply Filters To Search For Specific Accounting Entry Receipts, Archive A Vendor, Create A New Account, Create A New Bookkeeping Category, Create A New Bookkeeping Category Group, Create A New Dimension Value, Create A New Export Job, Create A New Tag For A Tag Group, Create A New Tag Group, Create A New Tag Group Dimension, Create A New Vendor, Create A Tax Code, Create A Team, Create An Export Job Event, Create Multiple Accounts In A Single Request, Delete A Bookkeeping Category, Delete A Bookkeeping Category Group, Delete A Dimension Value, Delete A Tag, Delete A Tag Group, Delete A Tag Group Dimension, Delete A Tax Code, Delete A Team By ID, Delete An Account, Enrich Accounting Entry V2, Fetch A List Of Accounts, Fetch A List Of Bookkeeping Categories, Fetch A List Of Bookkeeping Category Groups, Fetch A Single Accounting Entry By Id, Fetch Accounting Entries Based On Filters, Fetches Vendors By Search Criteria, Get A List Of Export Jobs, Get A Tax Code, Get Aggregated Bookkeeping Category Groups, Get All Receipts Of An Accounting Entry, Get An Export Job, Get Company, Get Employee, Get Export Items, Get Export Job Items, Get Team, Get The Balance For A Company, Get Unified Group, Get Unified User, List Employees, List Teams, List Unified Groups, List Unified Users, Partially Update A Team, Remove A Member From A Team, Retrieve A Bookkeeping Category By Its ID, Retrieve A Bookkeeping Category Group By Its ID, Retrieve A Dimension Value, Retrieve A List Of Tag Group Dimensions, Retrieve A Tag By Its ID, Retrieve A Tag Group By Its ID, Retrieve A Tag Group Dimension, Retrieve An Account In Pleo By Its ID, Retrieve Dimension Values, Retrieve Tag Groups For A Company Or An Organisation, Retrieve Tags For A Tag Group, Retrieve Tags In Aggregated Format, Retrieve The Tag Groups For A Company Or An Organisation In Aggregated Format, Retrieves A Vendor In Pleo By Its Id, Returns A List Of Tax Codes, Returns A Receipt With Time Bound Access To The Receipt File, Returns An Aggregated Tag Group By Its ID, Search For Companies, Update A Bookkeeping Category, Update A Bookkeeping Category Group, Update A Dimension Value, Update A Tag, Update A Tag Group, Update A Tag Group Dimension, Update A Tax Code, Update A Vendor, Update An Account, Update Export Job Items
Request only the scopes for the actions you use. A token cannot reach any API outside its scopes.
3
Copy the client credentials
Pleo sends the Client ID and Client Secret when the client is registered.
- Paste the Client ID into the Client ID field
- Paste the Client Secret into the Client Secret field
- Enter the scopes you registered, separated by spaces, into the Scopes field
Create the StackOne Connector Profile
1
Create a Connector Profile
Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2
Link an Account
Once the Connector Profile is created, continue to link an account.