Tripletex: Setting Up Your Integration

Tripletex: Setting Up Your Integration

Introduction



Welcome to the this introductory guide to integrating Matters.Cloud with Tripletex. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and streamlined process. With this integration, you'll be able to automatically sync financial information, such as invoices, payments, and client details, between Matters.Cloud and Tripletex.

Pre-Requisites

Matters.Cloud + Tripletex requires the following:
  1. A license of either Standard or Advanced edition of Matters.Cloud
  2. A license of either Smart, or Complete edition of Tripletex per entity that you plan to connect.
Notes: 
 - Advanced edition of Matters.Cloud is required to support multiple entities.
 - The Smart edition of Tripletex requires a paid add-on to access integrations with third party systems.

Overview

The Matters.Cloud + Tripletex integration allows users to:
  1. Export Clients from Matters.Cloud to create Customers in Tripletex.
  2. Export Invoices from Matters.Cloud to create Invoices in Tripletex.
  3. Export Credit Notes from Matters.Cloud to create Credit Notes in Tripletex.
  4. Import Invoice Payments from Tripletex to create Invoice Payments in Matters.Cloud.

Generate Tripletex Employee Key

In order to link a Matters.Cloud account to Tripletex an Employee Key must first be generated.

Please refer to the following article for instructions:

Connecting Matters.Cloud with Tripletex

Step 1: Access The Integrations Portal

The integrations portal allows you to configure integrations with common cloud-based platform
To accss the portal simply select Setup > Integrations and locate the following tile:



Step 2: Add Tripletex Employee Key

The following form will be displayed:



Enter your Tripletex Employee Key and click the Submit button.
The following form will be displayed:


Contacting Tripletex Support

Futher information on using Tripletex is available from the Tripletex Knowledge Base Site: 


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