Connect Pleo
- Go to Workspace settings → Integrations → Pleo.
- Click Add integration.
- Authorize Pike in the Pleo popup.
Import data
On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads expense categories before the expenses that use them. It skips entities whose Read toggle is off, names them, and links to sync settings.What syncs
Projects
Pike creates a Pleo tag group named “Pike project” and keeps it filled with active project names. The tag chosen in Pleo sets the project in Pike.Source of truth
Once a record is linked, Pleo owns the linked fields and Pike reads them back. Pike-only fields, such as project links, internal notes, allocations, and cost profiles, stay in Pike and are never overwritten.Schedule
Changes in Pleo reach Pike in real time through Pleo webhooks. Import data and Refresh always run on demand.Sync settings
While Pleo is connected, the What syncs with Pleo card sits under the top button row on the integration page. Each entity has a Read toggle (Pleo to Pike). Toggles save immediately.
New connections start with Read on for everything.
Synced records
Every synced record shows the Pleo marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.Sync issues
Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Pleo is marked “Removed in Pleo” in Pike, never deleted.Disconnect
Disconnecting Pleo stops syncing and keeps all imported data. Linked records keep their history.Permissions
Synced data respects Pike roles and private projects. A private project’s tasks never sync out to anyone who cannot see the project in Pike.Limits
- The sync is one way, from Pleo to Pike.
- Accounting export stays in Pleo.
Related
- Pleo integration overview: What syncs, how agencies use it, and FAQs.
- Expensify: Expenses from approved reports every hour.
- Log → Expenses: Review, assign, and approve expenses.