Transactions and receipts can be automatically synchronised to Circula in real-time. For this, the integration to Circula must be established beforehand.
❗️ Important information: ❗️
Once connected the pre-accounting needs to be done in Circula as we do not add synchronized transactions to the accounting export flow any more to avoid duplicate entries in your accounting system.
Activation of the integration can only be performed by the admin or owner of the Pliant and Circula organization/corporate account.
In the case of multiple organizations in Pliant (and Circula), you have to repeat the steps mentioned below for each pair of organizations.
Independent activation of integration applies only to individual entities: If there is one Pliant entity and multiple entities in Circula, only one entity in Circula can be connected to the Pliant integration.
Synchronization only works if the email address is the same on both Pliant and Circula accounts
Activating the integration
The administrator logs in to his/her Pliant account and selects Settings > Integrations > Circula > Connect Circula.
Start the connection flow
In order to set up the connection between Pliant and Circula, transferring data between the two applications has to be authorized in Pliant.
You will then be forwarded to Circula to confirm the connection.
Redirect to Circula
Log in with your Circula credentials.
💡 If already logged in make sure you are logged in to the Circula accountant that you want to connect to the Pliant account you have started the activation flow for.Optional settings
Two fields can be filled in the integration settings in Circula, which can also be edited in the future.The default creditor number is specified for all expenses that run through Pliant.
💡 Many companies use an additional creditor number for credit cards to differentiate them from the reimbursements Circula still pays out to their employees. If this field is blank, the submitter's creditor number will be used.A Catch-all-user for non-Circula users: If a Pliant user does not have a Circula account, but the expenses are still transferred from Pliant to Circula, the default user will receive his/her expenses. This way the (travel) expense report can still be done correctly and assigned to the books. This specification is highly recommended!
The final setting of the integration in the Circula interface
The administration can now be completed. Agree to the settings of the data transfer between Pliant and Circula. After that, you will be redirected back to Pliant.
Edit integration to a later stage
If you want to set up the creditor number or catch-all-user for integration between Pliant and Circula later, these can be done by Circula administrators under Integrations > Credit Card.
Important
❗Missing Pliant expenses❗
First, please check that the user's email address is the same in both Pliant and Circula. The email addresses must match.
If a user deletes a transaction in Circula manually there is no way to re-sync them from Pliant. Please create a manual transaction in Circula to handle such cases.
If some Pliant expenses are still missing in Circula please contact us either through the chat in our mobile or web app, or by submitting a ticket via our Support Form.
❗Pending Pliant expenses❗
A Pliant expense can only be added to a folder or trip, once the transaction is fully confirmed by the bank.
❗Deleting categories❗
It is not possible to delete categories if a Pliant expense is still pending.
💡 Partial Sync💡
It is possible to select the cards for which the transactions and receipts are synced with Circula. Please contact our support after successfully setting up the connection between Circulia to have this feature set up for your account(s).