Tripletex

For information general information about integrations, visit this page

Note!

Note: Some ERP providers may charge for sharing data via integrations. 
Any additional costs will depend on your agreement with the provider.

Content

• Create an API employee token in Tripletex
  • User access on an employee (or contact)
  • Add API access to the employee (or contact)
• Add the integration in Energi.AI

Prerequisite in Tripletex- Create an API employee token

The company has to activate use of integrations in Tripletex

Minimal permissions (entitlements) for a token. The token has to allow the following:

• General ledger/full access to all vouchers (incl. salary information) (required)
• Customer/supplier information (required) (technically we can still receive some data without this permission, but we won’t do any vendor industry calculations without it)
• Project information (optional, only if you want project dimension to be populated)
• The user only has read access (optional, we don’t do any modifications to user’s data, just to make user feel safer)

Create API employee token from an existing employee

This can be either done by creating on an existing employee with system access, under Salary/Employees or by creating a new contact. 

Our recommendation is to use an existing employee with system access, since a contact with system access will trigger extra license from Tripletex.

User access on an employee (or contact)

Under General entitlements: Verify that the employee has System access. 

Select the following accesses under User access:

 

Add API access to the employee (or contact)

Under the employee (or contact), navigate to the tab API access and create a new token.

Note: Please store the key after saving.

After creating and storing the token, click on the token name.

Select the following permissions on the token, and save. Either share the token key with Energi.AI, or add it yourself in Energi.AI while setting up the Tripletex integration.

 

Add the integration in Energi.AI

Step 1: Navigate to ERP Integrations

Navigate to the tab "Integration" from the menu item Data Input.

Step 2 - Add new integration

Select "Add integration" and the integration you would like to add to your client, select start date of fetching data, and then add the API employee token  from Tripletex. Click Verify. 

Select the correct company from Tripletex in the drop down. Click Save.

Step 3 - Integration is connected

The integration will show in the ERP integration list with status Connected.