Applicable to the following Sastrify plans:

* Legacy includes all plans signed before February 29, 2024. 

Any successful SaaS management process starts with mapping and understanding your actual SaaS stack and spend. At Sastrify, we work tirelessly to ensure this happens smoothly through our accounting integrations, allowing you to create a transparent and fully inventoried stack.

Understanding the importance of this topic, 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.

This streamlines your expense management process. When you add new expenses in Pleo, the expense data is automatically added to the appropriate tool within Sastrify's Spend tab.

Please note that

• The Pleo integration does not pull actual invoices, only spend data. Also, data cannot be pulled retroactively.
• To use the Pleo API you need to have a Pleo Advanced plan.
• You must have both Pleo and Zapier subscriptions active to use this integration.

IN THIS ARTICLE

• How to set up the Pleo integration (using Zapier)
• What is a Zapier task?

How to set up the Pleo integration (using Zapier)

Here is a step-by-step guide on how to set up the integration:

1. Go to the Settings > Discovery page in your Sastrify account and find the Pleo integration card under ERP & Accounting integrations.
   
   
2. Click on “Manage in Zapier” to be taken to a landing page where you will see the Sastrify Zapier connection. You will need to sign in to your Zapier account if you haven't already done so.

   
   

   
   
   
3. Create a new Zap by first connecting your Pleo account and creating the trigger on Pleo. You will select the trigger as "create new expense".
   

   
   

   
   
   
4. Pull the API key from Pleo to insert into Zapier and allow the connection. To learn how to access and use Pleo’s API key, click here.
   
   
5. Select Sastrify from the Action List and select the template created for "Add Spend Data". Please note that you will only be able to find Sastrify in the drop down list by clicking on the Zapier link through the connect page, as this is your unique invite access.
   
   
   
   
6. Specify the data points to be mapped from Pleo to Sastrify to ensure the correct information is being pulled. This information has been provided to you in the table below.
   
   

   Sastrify	Pleo
   Invoice ID	ID
   Supplier name	Card transaction merchant name
   Amount	Amount Original Value
   Currency	Amount Original Currency
   Identification	ID
   Date	Performed at

   
   
7. Connect and then return back to Sastrify.

Once you have completed the setup, any new spend added to Pleo will trigger the spend data to be added to the appropriate tool within Sastrify in the Spend tab. 

Please note that Zapier refreshes every 15 minutes, so any new expenses will be pulled in within this frequency.

What is a Zapier task?

A "task" in Zapier is an automated action triggered by an event in one app and resulting in an action in another app. Every expense from Pleo is considered a "task" - which Sastrify uses along with its associated Supplier name to create, populate, or update your SaaS stack.

The number of tasks you can run depends on your Zapier subscription tier. If you exceed your allotted tasks, you may need to upgrade your account. To check your tasks, log in to your Zapier account, and go to the "Usage" section. There, you'll see your used and remaining tasks.