If you have a Tripletex account, you can integrate your Tripletex account with tracezilla. With the integration, you have the option to synchronize your customers, suppliers, articles, and services between tracezilla and Tripletex. In addition, you can create invoices in tracezilla, which are posted directly in Tripletex.
1 Connection
Create a key in Tripletex. You can follow this guide on Tripletex's website.
Copy the key into the Employee Token field in tracezilla under Company Settings > Integrations > Tripletex > Connect.
Click Save and go to next step.
2 Partners
You can fetch customers and suppliers from your Tripletex account
Choose which tags you want to give the imported customers and suppliers.
If you want to create entirely new tags and need help, you can read more about tags in this guide.Select Yes in Pull suppliers and customers from Tripletex to tracezilla.
This is only relevant if you have your partners in Tripletex, but no partners in tracezilla.
Tripletex has an import feature, so if you have created all your customers in tracezilla first, you can export from tracezilla and import into Tripletex.
3 Articles and services
You can transfer your articles from tracezilla to Tripletex.
4 Invoices
Select Yes if you want to create and post invoices in Tripletex when you create invoices in tracezilla.
5 Activate
Select Yes in Activate to activate the integration.
How do the VAT settings work?
It is the rules you have set up in Company Settings > Financials > VAT, Sales tax, Fees etc. that govern VAT when you invoice. Read more about VAT in this guide.
Important regarding invoicing
If you add services (discounts, shipping, etc.) to your order, you should always link a predefined service to the service line. See example below:
If you have partners you want to invoice via e-invoicing, you need to choose the invoice action Electronic Invoice on the partners.
You administrate your accounting settings, as for example Income Account, Department for your products in Tripletex.
EHF Invoicing
Remove Peppol ID and GLN from the EDI tab. Reset EDI Method to Please select.
Set Invoice action to Electronic Invoice and enter the organization number in the E-invoice ID field.
Check that the customer in Tripletex is set up for EHF.
Click on Create Invoice.
Click on Create first as draft > View Document.
If the PDF looks fine, click Re-sync and Finalize.
Creation of new suppliers and customers when the integration is enabled
You need to synchronize suppliers as customers from tracezilla to Tripletex (permissions control the synchronization), and then you can make adjustments in Tripletex.
Which data is synchronized between tracezilla and Tripletex?
When you connect tracezilla and Tripletex, it is possible to view a list of data Tripletex's list also includes elements that are not possible to synchronize via the integration. I have noted the following:
Country
Name
Currency
Debtor no.
Addresses – however, limited to two addresses shown in Tripletex
GLN on the first two addresses
Language is not synchronized.
Possible error messages or incorrect data
Partners and Invoicing
If you cannot save a partner in tracezilla, it may, for example, be related to a VAT ID that does not meet the requirements set by Tripletex. The VAT ID should be written without letters. You cannot edit and save anything on the partner until you have fixed the error. You are not able to create an invoice either until the error is fixed on the partner profile.
Articles and services
If the error message says Product X does not exist, the error is because the product is not created in Tripletex. The same applies to services.
Go to Inventory > Stock Keeping Units, find the article, click into it, and click Save. The article will sync with Tripletex. After you have done this, you should be able to invoice the order.
The same applies to services: Go to Sales > Service lines, click into the service, and click Save. The service will sync with Tripletex. After you have done this, you should be able to invoice the order.
An invoice was booked incorrectly
All bookkeeping is managed exclusively in Tripletex. If a customer or article is posted incorrectly, please follow these steps:
Create a full-amount credit note using the "incorrect setting" option before adjusting anything in Tripletex.
Make the desired changes in Tripletex.
Issue a new invoice.
For detailed instructions, check out our guide on creating credit notes.
Since the integration is still new, it is important that you contact us immediately if you experience any problems.