Pleo Export API (v3) API

openapi: 3.0.1
info:
  title: App Marketplace accounting-entries Export API (v3) API
  description: API for Pleo App Marketplace
  termsOfService: https://pleo.io/terms/
  contact:
    email: partner-ecosystem-team@pleo.io
  license:
    name: Apache 2.0
    url: http://www.apache.org/licenses/LICENSE-2.0.html
  version: 39.4.0
servers:
- url: https://external.pleo.io
  description: Production server
- url: https://external.staging.pleo.io
  description: Staging server
security:
- bearerAuth: []
- basicAuth: []
tags:
- name: Export API (v3)
paths:
  /v3/export-job-events:
    post:
      tags:
      - Export API (v3)
      summary: Create an Export Job Event
      description: "\n            The Export Job Events imply the current status of the Export Job through the export lifecycle.\n            Send a request to this endpoint to update the status of the export job. If an export job has failed,\n            mention the failure reason and the reason type.\n            "
      operationId: createExportJobEventV3
      requestBody:
        content:
          application/json;charset=UTF-8:
            schema:
              $ref: '#/components/schemas/CreateExportJobEvent'
      responses:
        '202':
          description: Export Job Event created successfully.
        '422':
          description: Attempted invalid operation (trying to mark a `completed` job as `started`, and so on.)
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: INVALID_EXPORT_JOB_STATUS_CHANGE
                message: Export Job status change failed
  /v3/export-job-items:
    get:
      tags:
      - Export API (v3)
      summary: Retrieve an export job item for a given accounting entry ID
      operationId: getExportJobItemByAccountingEntryIdV3
      parameters:
      - name: company_id
        in: query
        required: false
        style: form
        explode: true
        schema:
          type: string
          format: uuid
      - name: accounting_entry_id
        in: query
        required: false
        style: form
        explode: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Export Job Item retrieved successfully.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/DataResponseExportJobItemV3'
        '404':
          description: Export Job Item not found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_ENTRY_NOT_FOUND
                message: Export Job Item not found
      x-exclude: 'true'
  /v3/export-job-items:search:
    post:
      tags:
      - Export API (v3)
      summary: Search for export job items by accounting entry IDs
      description: This endpoint is a temporary workaround and should not be used by external consumers.
      operationId: searchExportJobItemsV3
      parameters:
      - name: company_id
        in: query
        required: false
        style: form
        explode: true
        schema:
          type: string
          format: uuid
      - name: before
        in: query
        description: Lower bound of the page of data to return (cannot be used together with [after] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: after
        in: query
        description: Upper bound of the page of data to return (cannot be used together with [before] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: offset
        in: query
        description: Offset of the page of data to return (cannot be used together with [before] or [after]).
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int64
      - name: limit
        in: query
        description: The maximum amount of items to return.
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int32
      - name: sorting_keys
        in: query
        description: The keys to sort the results by.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: sorting_order
        in: query
        description: The order to sort the results by. Must be the same length as [sortingKeys]; one order per key.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            $ref: '#/components/schemas/PageOrder'
      requestBody:
        content:
          application/json;charset=UTF-8:
            schema:
              $ref: '#/components/schemas/SearchExportJobItemsRequest'
      responses:
        '200':
          description: Export Job Items retrieved successfully.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/CursorPaginatedResponseExportJobItemV3'
      deprecated: true
      x-exclude: 'true'
  /v3/export-jobs:
    get:
      tags:
      - Export API (v3)
      summary: Get a list of Export Jobs
      description: Fetch a list of export jobs.
      operationId: getExportJobsListV3
      parameters:
      - name: company_id
        in: query
        description: Enter the company ID for which you want to retrieve the list of export jobs processed previously.
        required: false
        style: form
        explode: true
        schema:
          type: string
          format: uuid
      - name: statuses
        in: query
        description: Fetch a list of jobs in specific states.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            $ref: '#/components/schemas/ExportJobStatus'
      - name: before
        in: query
        description: Lower bound of the page of data to return (cannot be used together with [after] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: after
        in: query
        description: Upper bound of the page of data to return (cannot be used together with [before] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: offset
        in: query
        description: Offset of the page of data to return (cannot be used together with [before] or [after]).
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int64
      - name: limit
        in: query
        description: The maximum amount of items to return.
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int32
      - name: sorting_keys
        in: query
        description: The keys to sort the results by.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: sorting_order
        in: query
        description: The order to sort the results by. Must be the same length as [sortingKeys]; one order per key.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            $ref: '#/components/schemas/PageOrder'
      responses:
        '200':
          description: List of export jobs. If no jobs are found, an empty list is returned.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/CursorPaginatedResponseExportJobV3'
    post:
      tags:
      - Export API (v3)
      summary: Create a new export job
      description: Use this endpoint to create a new export job that would transfer a list of specific accounting entries from Pleo to the target ERP/accounting system.
      operationId: createExportJobV3
      requestBody:
        content:
          application/json;charset=UTF-8:
            schema:
              $ref: '#/components/schemas/CreateExportJob'
      responses:
        '201':
          description: Export job created successfully.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/DataResponseExportJobV3'
        '400':
          description: Contra accounts are not fully configured. Please map contra accounts in the Accounting settings. A new export job cannot be created until all Pleo accounts have corresponding contra accounts configured in the ERP/accounting system
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: MISSING_CONTRA_ACCOUNTS
                message: Contra accounts are not fully configured. Please map contra accounts in the Accounting settings.
        '409':
          description: An export job is already in progress for this specific company. You cannot create a new export job until the current one has finished.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_ALREADY_IN_PROGRESS
                message: Export Job already in progress for this company.
  /v3/export-jobs/{jobId}:
    get:
      tags:
      - Export API (v3)
      summary: Get an Export Job
      description: Retrieve an export job by a specific export job ID.
      operationId: getExportJobByIdV3
      parameters:
      - name: jobId
        in: path
        required: true
        style: simple
        explode: false
        schema:
          type: string
          description: Enter the specific export job ID that you are looking for.
          format: uuid
      responses:
        '200':
          description: Export job found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/DataResponseExportJobV3'
        '404':
          description: Export job not found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_NOT_FOUND
                message: Export job not found.
  /v3/export-jobs/{jobId}/items:
    get:
      tags:
      - Export API (v3)
      summary: Get Export Job Items
      description: An export job item tracks the export progress of a specific accounting entry in an export job. Use this endpoint to retrieve a list of export job items that you want to track.
      operationId: getExportJobItemsV3
      parameters:
      - name: jobId
        in: path
        required: true
        style: simple
        explode: false
        schema:
          type: string
          description: Enter the specific export job ID to retrieve details about the job items included in this export job.
          format: uuid
      - name: status
        in: query
        description: Enter a status to retrieve a list of export job items in the specified state.
        required: false
        style: form
        explode: true
        schema:
          $ref: '#/components/schemas/ExportJobItemStatus'
      - name: before
        in: query
        description: Lower bound of the page of data to return (cannot be used together with [after] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: after
        in: query
        description: Upper bound of the page of data to return (cannot be used together with [before] or [offset]).
        required: false
        style: form
        explode: true
        schema:
          pattern: ^[A-Z2-7=~]+$
          type: string
      - name: offset
        in: query
        description: Offset of the page of data to return (cannot be used together with [before] or [after]).
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int64
      - name: limit
        in: query
        description: The maximum amount of items to return.
        required: false
        style: form
        explode: true
        schema:
          minimum: 0
          type: integer
          format: int32
      - name: sorting_keys
        in: query
        description: The keys to sort the results by.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            type: string
      - name: sorting_order
        in: query
        description: The order to sort the results by. Must be the same length as [sortingKeys]; one order per key.
        required: false
        style: form
        explode: true
        schema:
          type: array
          items:
            $ref: '#/components/schemas/PageOrder'
      responses:
        '200':
          description: Export job items found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/CursorPaginatedResponseExportJobItemV3'
        '404':
          description: Export job not found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_NOT_FOUND
                message: Export job not found.
    put:
      tags:
      - Export API (v3)
      summary: Update Export Job Items
      description: Update the status and other attributes of the export job items in batches of 100. This API only supports updating up to 100 items.
      operationId: updateExportJobItemsV3
      parameters:
      - name: jobId
        in: path
        required: true
        style: simple
        explode: false
        schema:
          type: string
          description: Export Job ID
          format: uuid
      requestBody:
        content:
          application/json;charset=UTF-8:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/UpdateExportJobItemV3'
      responses:
        '200':
          description: Export job items updated successfully.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExportJobItemUpdateV3'
        '404':
          description: Export job not found.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_NOT_FOUND
                message: Export job not found.
        '413':
          description: Number of items to update is more than 100.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_JOB_ITEMS_UPDATE_LIMIT
                message: Number of items to update is more than 100.
        '422':
          description: Export job is finished.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/ExceptionInfo'
              example:
                type: EXPORT_JOB_STATUS_UNPROCESSABLE
                message: Export job is finished.
components:
  schemas:
    ExportJobV3:
      required:
      - companyId
      - createdAt
      - expiresIn
      - id
      - isInteractive
      - numberOfItems
      - status
      - vendorBasedBookkeeping
      type: object
      properties:
        companyId:
          type: string
          description: The Pleo unique identifier of the company the export job belongs to.
          format: uuid
        completedAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time when the export job was completed.
          format: date-time
          nullable: true
        createdAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time when the export job was initiated by the user, that is, when the user clicked the Export button in the Pleo application.
          format: date-time
        createdBy:
          type: string
          description: This is the Pleo unique identifier of the user that initiated the export job.
          format: uuid
          nullable: true
          default: null
        expiredAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time when the export job expired.
          format: date-time
          nullable: true
        expiresIn:
          type: integer
          description: The time in seconds when the job will expire; calculated since the last action. The last time an action was taken on the job is reflected in the `lastUpdatedAt` attribute.
          format: int32
        failureReason:
          type: string
          description: Reason why the job failed in the case of a failure.
          nullable: true
        failureReasonType:
          type: string
          description: This can be one of ExportJobFailureReasonType values
          example: invalid_configuration
        id:
          type: string
          description: The unique identifier generated by Pleo for the export job.
          format: uuid
        isInteractive:
          type: boolean
          description: Indicates whether the export job was initiated by a user or by the system.
        lastUpdatedAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Last time the job was updated or action on the job was taken.
          format: date-time
          nullable: true
        numberOfItems:
          type: integer
          description: Number of accounting entries that were selected for processing.
        startedAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time when the export job was started - this indicates the time when the export job event was triggered to change the status of the export job to in_progress.
          format: date-time
          nullable: true
        status:
          type: string
          description: This can be one of ExportJobStatus values
          example: pending
        vendorBasedBookkeeping:
          type: boolean
          description: When enabled, the export items would include vendor and bookkeeping data
    ExportJobItemUpdateErrorV3:
      required:
      - accountingEntryId
      - message
      - type
      type: object
      properties:
        accountingEntryId:
          type: string
          description: Accounting entry ID for which this error occurred.
          format: uuid
        message:
          type: string
          description: Descriptive error message.
        type:
          type: string
          description: This can be one of ExportJobItemUpdateErrorType values
          example: ACCOUNTING_ENTRY_DOES_NOT_EXIST
      description: If any errors occurred in updating the export job items, they will be listed here.
    ExceptionInfo:
      required:
      - type
      type: object
      properties:
        message:
          type: string
        type:
          type: string
    UpdateExportJobItemV3:
      required:
      - accountingEntryId
      - status
      type: object
      properties:
        accountingEntryId:
          type: string
          description: ID of the accounting entry being updated.
          format: uuid
        exportedAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time when the export job was initiated.
          format: date-time
        externalId:
          type: string
          description: The accounting system identifier of the entry after export.
        externalUrl:
          type: string
          description: URL to access the resource of the entry in the accounting system.
        failureReason:
          type: string
          description: Detailed message explaining the failure.
        failureReasonType:
          $ref: '#/components/schemas/ExportJobItemFailureReasonType'
        status:
          $ref: '#/components/schemas/ExportJobItemStatus'
    PageOrder:
      type: string
      enum:
      - ASC
      - ASC_NULLS_FIRST
      - ASC_NULLS_LAST
      - DESC
      - DESC_NULLS_FIRST
      - DESC_NULLS_LAST
    ExportJobFailureReasonType:
      type: string
      description: '

        | Value  | Description |

        | ------ | ----------- |

        | invalid_configuration | This would define a failure reason pertaining to invalid configuration needed to complete the export job or interact with the accounting system. |

        | missing_configuration | This would define a failure reason pertaining to incomplete configuration needed to complete the export job or interact with the accounting system. |

        | authentication_failure | Pleo API failed to authenticate with the integration service when sending off a WebHook API call. |

        | accounting_system_authentication_failure | Integration service could not authenticate with the accounting system. |

        | pleo_rate_limit | Irrecoverable rate limit issue with Pleo API. |

        | accounting_system_rate_limit | Irrecoverable rate limit issue with the accounting system. |

        | service_unreachable | Integration service unreachable. |

        | accounting_system_unreachable | Integration service unable to reach accounting system. |

        | validation_failure | Irrecoverable validation error making the job unprocessable. |

        | authorization_failure | Authorisation revoked or user no longer has access in the accounting system. |

        | integration_unusable | Integration service blocked or unusable for the customer. |

        | job_expired | Job not updated within expiry time limit. |

        | service_timeout | Irrecoverable timeout communicating with integration service. |

        | accounting_system_timeout | Irrecoverable timeout communicating with accounting system. |

        | canceled_by_user | Job was canceled by user. |'
      enum:
      - invalid_configuration
      - missing_configuration
      - authentication_failure
      - accounting_system_authentication_failure
      - pleo_rate_limit
      - accounting_system_rate_limit
      - service_unreachable
      - accounting_system_unreachable
      - validation_failure
      - authorization_failure
      - integration_unusable
      - job_expired
      - service_timeout
      - accounting_system_timeout
      - canceled_by_user
    ExportJobStatus:
      type: string
      enum:
      - pending
      - in_progress
      - failed
      - completed
      - completed_with_errors
    ExportJobItemFailureReasonType:
      type: string
      description: '

        | Value  | Description |

        | ------ | ----------- |

        | receipt_upload_failure | An error occurred while uploading the receipt file to the accounting system. |

        | receipt_download_failure | An error occurred while downloading the receipt file from Pleo. |

        | receipt_file_size_limit_exceeded | If the receipt file size has exceeded the limit specified by the accounting system. |

        | receipt_conversion_failure | When an attempt to convert the receipt to a different file type and the conversion failed. |

        | unexpected_failure | An unexpected error occurred. |

        | invalid_configuration | This would define a failure reason pertaining to invalid configuration needed to complete the export of the item or interact with the accounting system. |

        | missing_configuration | This would define a failure reason pertaining to incomplete configuration needed to complete the export of the item or interact with the accounting system. |

        | accounting_system_authentication_failure | The integration service could not authenticate with the accounting system. |

        | accounting_system_rate_limit | There was an irrecoverable rate limit issue that the integration service encountered at any stage of the export job process while communicating with the accounting system. |

        | accounting_system_unreachable | This would be an error that occurs if the integration service is unable to reach the accounting system. |

        | validation_failure | If there was an irrecoverable validation error that occurred while validating the export item. |

        | accounting_system_validation_failure | If there was an irrecoverable validation error encountered by the accounting system as a result of exporting the item. |

        | authorization_failure | This is an error that may have occurred because the authorization granted with the token that was generated during the installation of the integration, has been revoked or the user that authorized no longer has that access in the accounting system. |

        | accounting_system_timeout | This would be an error that occurs if the integration service encounters an irrecoverable timeout while communicating with the accounting system. |

        | vendor_unknown | Failure due to unknown or invalid vendor account number in the accounting system at time of exporting the item. |

        | account_unknown | Failure due to unknown or invalid account number in the accounting system at time of exporting the item. |

        | tax_code_unknown | Failure due to unknown or invalid tax code in the accounting system at time of exporting the item. |

        | tag_unknown | Failure due to unknown or invalid tag in the accounting system at time of exporting the item. |'
      enum:
      - receipt_upload_failure
      - receipt_download_failure
      - receipt_file_size_limit_exceeded
      - receipt_conversion_failure
      - unexpected_failure
      - invalid_configuration
      - missing_configuration
      - accounting_system_authentication_failure
      - accounting_system_rate_limit
      - accounting_system_unreachable
      - validation_failure
      - accounting_system_validation_failure
      - authorization_failure
      - accounting_system_timeout
      - vendor_unknown
      - account_unknown
      - tax_code_unknown
      - tag_unknown
    CursorPageCurrentRequestInfo:
      required:
      - parameters
      type: object
      properties:
        after:
          type: string
        before:
          type: string
        limit:
          type: integer
          format: int32
        offset:
          type: integer
          format: int64
        parameters:
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        sortingKeys:
          type: array
          items:
            type: string
        sortingOrder:
          type: array
          items:
            $ref: '#/components/schemas/PageOrder'
    SearchExportJobItemsRequest:
      required:
      - accountingEntryIds
      type: object
      properties:
        accountingEntryIds:
          type: array
          description: List of accounting entry IDs to search for export job items.
          items:
            type: string
            description: List of accounting entry IDs to search for export job items.
            format: uuid
        status:
          $ref: '#/components/schemas/ExportJobItemStatus'
    ExportJobEventType:
      type: string
      description: '

        | Value  | Description |

        | ------ | ----------- |

        | started | The integration has started processing the job. |

        | failed | The job has failed due to a connection error, authentication failure, or similar issue. |

        | completed | The job has been successfully processed. |

        | completed_with_errors | The job has been completed, but only some accounting entries were exported successfully. |'
      enum:
      - started
      - failed
      - completed
      - completed_with_errors
    DataResponseExportJobV3:
      required:
      - data
      type: object
      properties:
        data:
          $ref: '#/components/schemas/ExportJobV3'
    CursorPageInfo:
      required:
      - currentRequestPagination
      - hasNextPage
      - hasPreviousPage
      type: object
      properties:
        currentRequestPagination:
          $ref: '#/components/schemas/CursorPageCurrentRequestInfo'
        endCursor:
          type: string
        hasNextPage:
          type: boolean
        hasPreviousPage:
          type: boolean
        startCursor:
          type: string
        total:
          type: integer
          format: int64
    Options:
      type: object
      properties:
        vendorBasedBookkeeping:
          type: boolean
          description: When enabled, the export items will include vendor and bookkeeping data.
          nullable: true
          default: false
      description: Provides additional configurations for the export job.
      nullable: true
    CursorPaginatedResponseExportJobItemV3:
      required:
      - data
      - pagination
      type: object
      properties:
        data:
          type: array
          items:
            $ref: '#/components/schemas/ExportJobItemV3'
        pagination:
          $ref: '#/components/schemas/CursorPageInfo'
    DataResponseExportJobItemV3:
      required:
      - data
      type: object
      properties:
        data:
          $ref: '#/components/schemas/ExportJobItemV3'
    CreateExportJobEvent:
      required:
      - event
      - jobId
      type: object
      properties:
        event:
          $ref: '#/components/schemas/ExportJobEventType'
        failureReason:
          type: string
          description: Reason why the job failed in the case of a failure. Include this only when the export job event has a `failed` status.
        failureReasonType:
          $ref: '#/components/schemas/ExportJobFailureReasonType'
        jobId:
          type: string
          description: Identifier of the job the event is to be processed for.
          format: uuid
    ExportJobItemStatus:
      type: string
      description: '

        | Value  | Description |

        | ------ | ----------- |

        | pending | The export job item is selected for export, yet it is waiting to be exported. |

        | in_progress | The export job item is currently being exported to the ERP/accounting system. |

        | failed | The export job item could not be exported to the ERP/accounting system. |

        | successful | The export job item is successfully exported to the ERP/accounting system. |

        | abandoned | The export job item could not be exported to the ERP/accounting system because the export job could not be completed. |'
      enum:
      - pending
      - in_progress
      - failed
      - successful
      - abandoned
    ExportJobItemV3:
      required:
      - accountingEntryId
      - exportJobId
      - status
      type: object
      properties:
        accountingEntryId:
          type: string
          description: The accounting entry identifier being exported.
          format: uuid
        exportJobId:
          type: string
          description: The export job identifier for which this item belongs to.
          format: uuid
        exportedAt:
          pattern: YYYY-MM-DDTHH:mi:ssZ
          type: string
          description: Date and time the item was exported.
          format: date-time
          nullable: true
        externalId:
          type: string
          description: This is an external identifier of the corresponding accounting entry in the accounting system after export.
          nullable: true
        externalUrl:
          type: string
          description: This is the external URL pointing to the accounting entry resource in the accounting system after the ex

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