Pleo Triton API
Enrichment API for attaching receipts and cost-categorisation tags to existing Pleo card accounting entries.
Enrichment API for attaching receipts and cost-categorisation tags to existing Pleo card accounting entries.
openapi: 3.0.1
info:
title: Triton API
description: Triton OpenAPI definitions
termsOfService: https://pleo.io/terms/
contact:
email: [email protected]
license:
name: Apache 2.0
url: http://www.apache.org/licenses/LICENSE-2.0.html
version: 8.6.1
servers:
- url: https://external.pleo.io
description: Production server
- url: https://external.staging.pleo.io
description: Staging server
security:
- bearerAuth: []
- basicAuth: []
tags:
- name: health
- name: authenticated
- name: storebox
paths:
/v2/accounting-entries:enrich:
post:
tags:
- AccountingEntryEnrichmentV2
summary: Enrich Accounting Entry V2
description: Enriches an existing Pleo card accounting entry by attaching one
or more receipts and applying optional cost categorisation tags. Pleo identifies
the matching entry using the transaction details provided as query parameters.
Use this endpoint for all new implementations.
operationId: enrichAccountingEntryV2
parameters:
- name: email
in: query
description: Email address of the Pleo user who made the purchase. Used as
an optional matching parameter.
required: false
style: form
explode: true
schema:
type: string
description: Email address of the Pleo user who made the purchase. Used
as an optional matching parameter.
- name: performed_at
in: query
description: ISO 8601 timestamp of when the purchase was authorised (i.e.
when the transaction happened). Either `performed_at` or `settled_at` must
be provided.
required: false
style: form
explode: true
schema:
type: string
description: ISO 8601 timestamp of when the purchase was authorised (i.e.
when the transaction happened). Either `performed_at` or `settled_at`
must be provided.
- name: settled_at
in: query
description: ISO 8601 timestamp of when the purchase was settled (i.e. when
the funds were transferred). Either `performed_at` or `settled_at` must
be provided.
required: false
style: form
explode: true
schema:
type: string
description: ISO 8601 timestamp of when the purchase was settled (i.e. when
the funds were transferred). Either `performed_at` or `settled_at` must
be provided.
- name: amount
in: query
description: Transaction amount in minor units (e.g. 1500 represents €15.00).
required: true
style: form
explode: true
schema:
type: integer
description: Transaction amount in minor units (e.g. 1500 represents €15.00).
format: int64
- name: currency
in: query
description: ISO 4217 currency code of the transaction (e.g. EUR, GBP, DKK).
required: true
style: form
explode: true
schema:
type: string
description: ISO 4217 currency code of the transaction (e.g. EUR, GBP, DKK).
- name: card_last_four_digits
in: query
description: Last four digits of the Pleo card used for the transaction. Used
as a matching parameter to identify the correct accounting entry.
required: true
style: form
explode: true
schema:
type: string
description: Last four digits of the Pleo card used for the transaction.
Used as a matching parameter to identify the correct accounting entry.
- name: merchant_name
in: query
description: Name of the merchant as it appears on the transaction.
required: true
style: form
explode: true
schema:
type: string
description: Name of the merchant as it appears on the transaction.
requestBody:
description: Request body containing receipts and optional tags
content:
application/json:
schema:
$ref: '#/components/schemas/AccountingEntryEnrichmentV2BodyRequest'
required: true
responses:
'200':
description: No matching accounting entry found. The receipt has been stored
in the Receipt Inbox for manual resolution.
content:
application/json:
schema:
$ref: '#/components/schemas/DataResponseAccountingEntryEnrichmentResponse'
example:
data:
receiptStatus: ADDED_TO_RECEIPT_INBOX
'201':
description: Matching accounting entry found. The receipt has been attached
and tags applied.
content:
application/json:
schema:
$ref: '#/components/schemas/DataResponseAccountingEntryEnrichmentResponse'
example:
data:
accountingEntryId: 3fa85f64-5717-4562-b3fc-2c963f66afa6
receiptStatus: UPLOADED
'202':
description: Request accepted. Pleo will retry matching the receipt to an
accounting entry asynchronously.
content:
application/json:
schema:
$ref: '#/components/schemas/DataResponseAccountingEntryEnrichmentResponse'
example:
data:
receiptStatus: ACCEPTED
'404':
description: Request could not be processed. The card, employee, or one
or more tag IDs were not found.
content:
application/json:
schema:
$ref: '#/components/schemas/DataResponseAccountingEntryEnrichmentResponse'
examples:
CardNotFound:
description: CardNotFound
value:
data:
receiptStatus: UNRESOLVED
message: Card not found
EmployeeNotFound:
description: EmployeeNotFound
value:
data:
receiptStatus: UNRESOLVED
message: Employee not found
TagsNotFound:
description: TagsNotFound
value:
data:
receiptStatus: UNRESOLVED
message: Tags not found
components:
schemas:
AccountingEntryEnrichmentResponse:
type: object
properties:
accountingEntryId:
type: string
description: The unique identifier of the accounting entry that was matched
and enriched. Only present when receiptStatus is UPLOADED.
format: uuid
example: 00000000-0000-0000-0000-000000000000
receiptStatus:
type: string
description: This can be one of ReceiptStatus values
example: ADDED_TO_RECEIPT_INBOX
tags:
type: array
description: List of tag UUIDs that were applied to the accounting entry.
example:
- 00000000-0000-0000-0000-000000000000
items:
type: string
format: uuid
description: The result of an enrichment request.
AccountingEntryEnrichmentV2BodyRequest:
required:
- receipts
type: object
properties:
receipts:
type: array
description: List of Base64 encoded ByteArray as string
example:
- JVBERi0xLjQKJeLjz9MKMSAwIG9iago8PAovVHlwZSAvQ2F0YWxvZwo+PgplbmRvYmoK
- iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mNk+M9QDwADhgGAWjR9awAAAABJRU5ErkJggg==
items:
type: string
example: '["JVBERi0xLjQKJeLjz9MKMSAwIG9iago8PAovVHlwZSAvQ2F0YWxvZwo+PgplbmRvYmoK","iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mNk+M9QDwADhgGAWjR9awAAAABJRU5ErkJggg=="]'
tags:
type: array
description: List of Tags in UUID format
example:
- ef6f10a1-e608-418b-99f1-08150a9ae129
- c111b173-d9da-4117-ab70-8f4b8acf496d
items:
type: string
format: uuid
example: '["ef6f10a1-e608-418b-99f1-08150a9ae129","c111b173-d9da-4117-ab70-8f4b8acf496d"]'
DataResponseAccountingEntryEnrichmentResponse:
type: object
properties:
data:
$ref: '#/components/schemas/AccountingEntryEnrichmentResponse'
ReceiptStatus:
type: string
description: '
| Value | Description |
| ------ | ----------- |
| ADDED_TO_RECEIPT_INBOX | Represents receipts added to Pleo''s Receipt Inbox
in the event of no matched Accounting Entry with the transaction details.
|
| UPLOADED | Represents receipts uploaded to an Accounting Entry which was
matched with the transaction details. |
| UNRESOLVED | Represents that the system was unable to process the provided
receipt. It was neither Uploaded nor Added to Receipt Inbox |
| ACCEPTED | Represents that the system accepted the provided request, and
will retry matching later. It will either be uploaded to Receipt Inbox or
be Uploaded to an Accounting Entry. |'
enum:
- ADDED_TO_RECEIPT_INBOX
- UPLOADED
- UNRESOLVED
- ACCEPTED
securitySchemes:
bearerAuth:
type: http
description: 'JWT Bearer token authentication. Include the token in the Authorization
header as: `Bearer <token>`'
scheme: bearer
bearerFormat: JWT
basicAuth:
type: http
description: Basic HTTP authentication using API key. Use your API key as the
username and leave the password empty. The credentials will be Base64 encoded
automatically.
scheme: basic