Soldo is a business spending solution that offers smart payment cards and automated expense reports for full visibility and a streamlined reconciliation process. 

The Soldo integration

The Soldo integration automatically gathers travel expense data and invoices from Perk as soon as you book a trip. 

• Only bookings made using a Soldo card are automatically added to your Soldo account. 
• Whenever a trip is booked on Perk using a Soldo card, the Perk invoices are automatically imported and matched to the corresponding payments based on the merchant code on each transaction. 
• All relevant payment information is available in Soldo, allowing you to pass it to your accounting system for reconciliation.

Enable the Soldo integration 

Only bookings made using a Soldo card are automatically added to your Soldo account. To add a Soldo card to your account, see Create, edit, delete, or archive a payment profile. 

You need to be an admin for Perk and have Developer permissions on Soldo. 

The account admin who enables the integration must remain an active admin on both platforms for the integration to continue working.

1. Go to Settings > Integrations.

2. Find the Soldo integration and click Set up.
    

   
    

3. Click Enable.
4. Log in to your Soldo account.
5. Authorize the Perk Integration to have access to your invoice data.

Disable the Soldo integration

Account admins can disable the Soldo integration by following the instructions on Manage integrations.