Pleo Installations API

Installations of applications. An installation is a representation of an application being installed for a resource. Currently we support companies and organizations, future support might include users or teams. Installations are created automatically after a successful OAuth flow. The main use case for these APIs is to enable third party apps to manage their own installations and to get information about the installations that exist for a specific resource.

OpenAPI Specification

pleo-installations-api-openapi.yml Raw ↑
openapi: 3.0.1
info:
  title: App Marketplace accounting-entries Installations 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: Installations
  description: Installations of applications. An installation is a representation of an application being installed for a resource. Currently we support companies and organizations, future support might include users or teams. <br> Installations are created automatically after a successful OAuth flow. <br> The main use case for these APIs is to enable third party apps to manage their own installations and to get information about the installations that exist for a specific resource.
  externalDocs:
    description: Read more about installations
    url: https://www.notion.so/pleo/Installation-dbf7ce32f2e84848b8a36a5ebeaeb8f0?pvs=4
paths:
  /v1/installations/completions:
    put:
      tags:
      - Installations
      summary: Complete the installation of a client
      description: '**Deprecated**: Please use /installations/me:activate instead. Marks the installation as complete'
      operationId: completeInstallationExternalClientOnlyIdempotently
      responses:
        '200':
          description: Installation completed.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/InstallationResponse'
        '400':
          description: Bad request
        '500':
          description: Cannot complete installation due to infrastructure issue
      deprecated: true
  /v1/installations/me:
    get:
      tags:
      - Installations
      summary: Get client installation
      description: Retrieve the list of installations that you have done
      operationId: getClientInstallation
      parameters:
      - name: company_id
        in: query
        description: Optional company ID to filter installations within the authenticated organisation.
        required: false
        style: form
        explode: true
        schema:
          type: string
          format: uuid
      responses:
        '200':
          description: Installation exists.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/InstallationResponse'
        '400':
          description: Bad request
        '500':
          description: Cannot retrieve installation due to infrastructure issue
    put:
      tags:
      - Installations
      summary: Update a client installation
      description: Send a request to this endpoint if you want to modify the installation status or the metadata.
      operationId: updateClientInstallation
      requestBody:
        description: Installation request
        content:
          application/json;charset=UTF-8:
            schema:
              $ref: '#/components/schemas/UpdateInstallationRequest'
        required: true
      responses:
        '200':
          description: Installation updated.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/InstallationResponse'
        '400':
          description: Bad request
        '500':
          description: Cannot update installation due to infrastructure issue
    post:
      tags:
      - Installations
      summary: Create a client installation
      description: The integration sends a request to this endpoint to create an installation. This is required, especially when API keys are used for authorisation.
      operationId: createClientInstallation
      requestBody:
        description: Installation request
        content:
          application/json;charset=UTF-8:
            schema:
              $ref: '#/components/schemas/CreateClientInstallationRequest'
        required: true
      responses:
        '200':
          description: Installation created.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/InstallationResponse'
        '400':
          description: Bad request
        '500':
          description: Cannot create installation due to infrastructure issue
    delete:
      tags:
      - Installations
      summary: Delete client's installation
      description: Deletes the installation for the client and will revoke all access and refresh tokens for the client.
      operationId: deleteClientInstallation
      responses:
        '204':
          description: Installation deleted successfully
        '404':
          description: Installation does not exist
        '502':
          description: Installation could not be deleted due to infrastructure issue
  /v1/installations/me:activate:
    post:
      tags:
      - Installations
      summary: Activate the installation for a client
      description: The integration sends a request to this endpoint to activate the installation, post authorisation. The request is sent after the integration has synchronised tags, tax codes, and vendors between the Pleo account and the client. Note that this is applicable when OAuth is used for authorisation.
      operationId: activateMyInstallation
      responses:
        '200':
          description: Installation is successfully activated.
          content:
            application/json;charset=UTF-8:
              schema:
                $ref: '#/components/schemas/InstallationResponse'
        '400':
          description: Bad request
        '500':
          description: Cannot activate the installation due to infrastructure issue
components:
  schemas:
    UpdateInstallationRequest:
      required:
      - status
      type: object
      properties:
        errorCode:
          $ref: '#/components/schemas/InstallationErrorCode'
        metadata:
          type: object
          additionalProperties:
            type: object
            description: A means to store any metadata about the installation. Could for example be settings for the application
            example:
              externalApplicationId: '123456789'
          description: A means to store any metadata about the installation. Could for example be settings for the application
          example:
            externalApplicationId: '123456789'
        status:
          $ref: '#/components/schemas/InstallationStatus'
    InstallationErrorCode:
      type: string
      description: '

        | Value  | Description |

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

        | NOT_ENTITLED | The installation is not entitled to use the application. |

        | AUTH_ERROR | There was an authentication error during installation. |'
      enum:
      - NOT_ENTITLED
      - AUTH_ERROR
    InstallationResponse:
      required:
      - applicationId
      - createdAt
      - id
      - metadata
      - resource
      - status
      - updatedAt
      type: object
      properties:
        applicationId:
          type: string
          description: The unique identifier of the application this installation is for.
          format: uuid
          readOnly: true
          example: 123e4567-e89b-12d3-a456-426614174000
        createdAt:
          type: string
          description: The date and time when the installation was created.
          format: date-time
          readOnly: true
          example: '2021-01-01T00:00:00Z'
        errorCode:
          type: string
          description: Explains the error that inactivated the installation. This appear if the installation status is inactive.
          readOnly: true
          example: NOT_ENTITLED
        id:
          type: string
          description: The unique identifier of the installation.
          format: uuid
          readOnly: true
          example: 123e4567-e89b-12d3-a456-426614174000
        metadata:
          type: object
          additionalProperties:
            type: object
            description: Additional information about the installation.
            example:
              key: value
          description: Additional information about the installation.
          example:
            key: value
        resource:
          type: string
          description: The resource that the installation is for.
          readOnly: true
          example: urn:pleo:company:123e4567-e89b-12d3-a456-426614174000
        status:
          type: string
          description: This can be one of InstallationStatus values
          example: ACTIVATED
        updatedAt:
          type: string
          description: The date and time when the installation was last updated.
          format: date-time
          readOnly: true
          example: '2021-01-01T00:00:00Z'
    InstallationStatus:
      type: string
      description: '

        | Value  | Description |

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

        | ACTIVATED | The installation is active and operational. |

        | INACTIVE | The installation is inactive and not currently in use. |

        | AUTHORIZED | The Pleo authorisation server has authorised the user, but the installation is not yet active or ready for use. |

        | PENDING_INTEGRATION | The integration is synchronising or performing other background tasks. When an installation is in progress, the integration synchronises the user''s Pleo account with the target application, so that tax codes, tags, and vendors are all similar in both Pleo and the third-party application. |

        | ERROR | The installation has encountered an error and is not operational. An error code will be provided to explain the reason for the error. |'
      enum:
      - ACTIVATED
      - INACTIVE
      - AUTHORIZED
      - PENDING_INTEGRATION
      - ERROR
    CreateClientInstallationRequest:
      type: object
      properties:
        metadata:
          type: object
          additionalProperties:
            type: object
            description: Metadata associated with the installation. This can be used to store additional information about the installation, for example  external references, but it is not used by any Pleo system.
            example:
              externalConfigurationId: '123456789'
          description: Metadata associated with the installation. This can be used to store additional information about the installation, for example  external references, but it is not used by any Pleo system.
          example:
            externalConfigurationId: '123456789'
        status:
          $ref: '#/components/schemas/InstallationStatus'
  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