Applicable to the following Sastrify plans:


Legacy*EssentialsProPlatinum


* Legacy includes all plans signed prior to November 1, 2023 and labelled as "Starter", "Advanced", "Professional" or "Enterprise".


TABLE OF CONTENTS


What is this knowledge base article for?


This article is intended to guide our Pleo users on how to export their spend data from Pleo and import it into Sastrify as an accounting export file. By uploading the accounting export generated from Pleo, Sastrify can set up and populate your tool stack and spend data (for initial setup). You can also upload the spend at regular intervals (e.g. monthly or quarterly) to ensure that your spend data is always current and updated.


In addition to the importing spend data method, Sastrify has partnered with Pleo to offer a seamless integration that allows you to effortlessly manage your company's expenses in one place. Our Pleo integration allows you to easily import your SaaS expenses from your Pleo account into your Sastrify account using Zapier. Learn more in this article.

How to export data from Pleo


You can easily create an export within Pleo by going to Export.

  • First select "Wallet" in the upper left corner. 
  • In the upper right corner you can select the date range and the type of expenses you want to export. You can then select the expenses you want to export.


  • Once all necessary expenses are selected, you can download all selected expenses as a CSV export in the Download Summary and click Export.


How to upload to Sastrify

  1. Access to your Sastrify account.
  2. Go to the Tool Stack section.
  3. Click the "Actions" button on the right hand side of the screen.
  4. Select "Upload".
  5. Upload the export file into the box that says "Accounting Data".
  6. Click "Save" to finalize the upload process.



How to forward file using Email Importing

In addition to uploading the accounting export file using the traditional method, you can also forward it using the email import feature available in the platform. 

  1. Go to Settings > Discovery and find the Email card under the Import Spend Data section.
  2. Click Setup Guide.
  3. The setup page opens with the gateway email address information and setup instructions for Gmail and Outlook accounts.
  4. Use the gateway email to forward the accounting export to Sastrify.


Once uploaded, our system will process the file and set up the list on your Sastrify platform. Please allow 3-5 business days for processing time, which includes getting the data up to checking and validation work.