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Pliant - Enable integration
Pliant - Enable integration

Process of self-authorization for integration with Pliant

Eileen Rohlfs avatar
Written by Eileen Rohlfs
Updated over a week ago

With Circula's Credit Card*, transactions from virtual and physical VISA Credit Cards are automatically created in real-time as expenses in Circula, therefore if a user adds a receipt to a transaction in Pliant, the receipt will be forwarded to the respective expense in Circula.

For this, the integration to our interface partner Pliant must be established beforehand.

This article highlights the steps to activate the Circula-Pliant integration on your own.

Activation of Pliant-Circula integration

❗️ Note ❗️

  • Activation of the integration can only be performed by the administrator of the Circula and Pliant organization/corporate account.

  • Independent activation of integration applies only to individual entities: If only one Pliant entity exists, but multiple entities exist in Circula, only one entity in Circula can be connected to the Pliant integration. However, if there are multiple Pliant entities (in a single Pliant account), they can be connected to their respective Circula entities.

💡The integration allows a single connection per entity 💡

Activating the integration

  1. The administrator logs in to his/her Pliant account and selects Integrations > Circula > Connect Circula

    step 1

    step 1

  2. In order to set up the connection between Pliant and Circula, all data required to transfer the transaction data and receipts to Circula is entered. The following data is required:
    Master data of the organization
    Employee and team data of card users
    Credit card data
    Transaction and voucher data
    Credit card statement/accounting data

    Click Authorize after the data transaction.

    Specification of Credit Card and personal data for data transfer between Pliant and Circula

  3. You will then be forwarded to Circula to confirm the connection.

    Redirect to Circula

  4. The administrator of the Circula corporate account logs in with the Circula credentials.

  5. Optional settings
    Two fields can be filled in the integration settings in Circula, which can also be edited in the future.
    1️⃣ A default creditor number is specified for all expenses that run through Pliant.

    💡 Please note 💡
    Many companies use an additional creditor number for Credit Cards to differentiate them from reimbursements. Please be aware that if this field is blank, the submitter's creditor number from the User Management data will not be automatically used.

    2️⃣ Catch-all-user for non Circula users: If Pliant users do 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.

❗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 this is given and some Pliant expenses are still missing in Circula, you will need to approach Pliant. Pliant can resend them to us.

❗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.

* Cards are issued by Transact Payments Malta Limited pursuant to licence by VISA Europe Limited. Transact Payments Malta Limited is duly authorised and regulated by the Malta Financial Services Authority as a Financial Institution under the Financial Institution Act 1994. Registration number C 91879.

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