All integrations
Tripletex
Norwegian cloud accounting, invoicing and payroll
Overview
Connect Tripletex so Taxxa can read a client's books directly from Tripletex. You can then ask questions about the ledger, invoices, customers and suppliers in Taxxa without exporting reports. You connect with an API user key (API-brukernøkkel) that you create in Tripletex.
What Taxxa can access
- The general ledger: vouchers with all their postings, accounts and VAT codes.
- Customers, suppliers, customer invoices, supplier invoices and orders.
- Projects, departments, products and other registers the key has access to.
- Taxxa only sees the modules the key has access to (tilganger). A key never has more access than the Tripletex user it was created on.
- Taxxa can also prepare changes, such as an order or a ledger posting. By default it asks you to approve each change before it is sent to Tripletex. You can change this per connector in Taxxa.
Before you connect
- The Integrasjoner (API 2.0) add-on in Tripletex. It needs the Smart package or higher, and an account or user administrator activates it under Selskap > Mitt abonnement. Depending on your package it can add a monthly fee.
- User administrator rights in Tripletex. Only user administrators see the API-tilgang (API access) tab.
- A Tripletex user with access to the data Taxxa should read. The key gets at most that user's access.
How to connect
- In Tripletex, open your own employee page: go to the employee menu Lønn > Ansatte (Payroll > Employees) and click your name, or click your profile picture at the top right and choose Min profil (My profile). Taxxa gets the access this employee has.
- Open the API-tilgang (API access) tab and click Ny nøkkel (New token).
- In the new token window, leave Applikasjon (Application) empty and tick Tilpasset oppsett (Adapted setup).
- Choose the option that copies this user's entitlements to the new token. Taxxa then sees the same data as you do in Tripletex.
- In Applikasjonsnavn (Application name), enter TaxxaAI. Write it exactly like this: one word, capital T, capital AI.
- Give the key a name in Gi nøkkelen et navn (Give the token a name), for example Taxxa, and click Opprett nøkkel (Create token). Copy the key now: Tripletex shows it only once.
- In Taxxa, open Connectors, choose the client company and select Tripletex. Select Connect.
- Paste the key into Employee Token, leave Proxy Company ID at 0, and select Connect.
Where to find your details
- Employee Token
- The key you create on your own employee page in Tripletex: open Lønn > Ansatte (Payroll > Employees) or Min profil, choose the API-tilgang tab and click Ny nøkkel. Tick Tilpasset oppsett (Adapted setup), copy this user's entitlements, enter TaxxaAI in Applikasjonsnavn (Application name) and click Opprett nøkkel. Tripletex shows the key only once, so paste it straight in here.
- Proxy Company ID
- Leave this at 0. It means the company the key was created in.
Troubleshooting
- Tripletex says The application could not be found when you create the key.
- The name in Applikasjonsnavn (Application name) must be exactly TaxxaAI: one word, with the same upper and lower case. Leave Applikasjon (Application) empty and tick Tilpasset oppsett (Adapted setup) to show the field.
- You do not see the API-tilgang tab.
- Only user administrators see this tab, and the Integrasjoner add-on must be active. An account or user administrator activates it under Selskap > Mitt abonnement.
- Taxxa cannot read some data, or Tripletex reports missing access.
- Open the API-tilgang tab on the user the key belongs to and click the application name in the Nøkkel column to see and switch on its access. The key cannot get more access than that user has, so give the user more access or create the key on a user who already has it.
- You lost the key, or the connection stopped working.
- In the API-tilgang tab, click Gjenopprett nøkkel to get a new key. The old key stops working at once. Then reconnect Tripletex in Taxxa with the new key.
Disconnect
In Tripletex, open the user the key belongs to, go to the API-tilgang tab, click Taxxa's application name in the Nøkkel column and switch off its access. You can also disconnect Tripletex in Taxxa under Connectors.
Connect Tripletex in Taxxa
Open Taxxa
Already a customer? Go to Connectors and choose Tripletex.