Overview
With the Tripletex integration, you can easily sync invoice, customer, and project data directly from RecMan. This process can be automated, so you only need to create or update information in one place, and the integration will handle the rest. Discover more about Tripletex invoice integration in this article.
Note
This integration requires a Tripletex account.
Create an API key in Tripletex
Follow these instructions to obtain your API key from Tripletex. Tick the Adapted setup and select All entitlements. The application name is RecruitmentManager, and the token name is recman-key.
How to set up integration
To activate Tripletex Invoice integration, go to the System settings and select Marketplace.
Note
Only users with System Administrator permissions can activate and manage integrations in the Marketplace. All non-Admin users can access and explore Marketplace under the blue Home icon.
Click the blue activation button with the price to begin using the Tripletex integration.
Add your Tripletex token to the Key field in the Manage access modal in RecMan and give it a name.
Afterward, select the Tripletex department and subdepartment and choose the department in RecMan the API key should be accessible for. Then decide if you wish to synchronize Invoices, Credit notes and/or Fetch payments. Also, switch on the button if you plan to use this integration for employment transfer.
You will be able to manage your keys in the Credentials tab.