With Pliant it is possible to synchronise transaction data to Bezala automatically.
How to set up the integration in Pliant?
Navigate to the integrations page within Pliant settings
Click Connect on the Bezala tile
Authorize access by clicking Authorize
We will inform you proactively once the integration is set up correctly.
Eventually, the status is going to switch from PENDING to ACTIVE state.
How does it work?
When is the data synchronised?
Every time you use your credit card to make a payment, Pliant is going to immediately and in real-time sync the transaction data to Bezala. Once the transaction is either confirmed (in most cases) or declined, we update the data in Bezala as well so that only confirmed/booked transactions are further processed in Bezala.
What about receipts and any pre-accounting data?
Receipts are not synched automatically but if you set up Bezala's receipt email inbox in Pliants E-Mail forwarding all receipts that are uploaded to Pliant are automatically forwarded to Bezala.
Pliant does not synchronise any pre-accounting data that is assigned within Pliant.
Does it work for all transactions of all cards automatically?
It only works if
the user email address in Pliant and in Bezala is the same
the credit cards are set up as for an asset account in Bezala (see next question)
What needs to be done in Bezala?
Navigate to Company settings → Accounts
Create a new account with e.g. name "Pliant Credit Cards" and type "ASSET"
Edit the account and add the Pliant credit cards by providing first and last four digits
