Prerequisites
The integration requires an API key from Tripletex. Please see this article – Tripletex (Integration setup) for more details.
Visit also this article Tripletex (Invoicing file export).
Integration workflow:
- Check customers, create or update
- Check products, create or update
- Transfer invoice
Customers
RecMan checks if a customer with the same customer number exists in Tripletex.
- If the customer number does not exist in Tripletex, RecMan will create the customer in Tripletex with the details specified in the table below.
- If the customer exists in Tripletex, RecMan will update the customer in Tripletex with the details specified in the table below.
The following customer details are transferred to Tripletex when the customer is created or updated:
| RecMan Field | Tripletex Field |
|---|---|
| Customer number in RecMan | CustomerNumber |
| Customer Name | Name |
| Customer Email | |
| Customer Invoice Email | EmailInvoice |
| Customer Company No. | OrganisationNumber |
| Customer Postal/Invoice Address | Postal Address |
| Customer Delivery Address | Delivery Address |
| Customer Visit Address | Physical Address |
Products
RecMan checks if a product (article) with the same product number exists in Tripletex.
- If the product number does not exist in Tripletex, RecMan will create the product in Tripletex with the details specified in the table below.
- If the product exists in Tripletex, RecMan will update the product in Tripletex with the details specified in the table below.
The following product details are transferred to Tripletex when the product is created:
| RecMan Field | Tripletex Field |
|---|---|
| Product Number | Article Number |
| Product Name | Description |
Invoices
When transferring an invoice, the following details are sent to Tripletex:
Invoice headers:
| RecMan Field | Tripletex Field |
|---|---|
| Customer Number | Customer Number |
| Invoice Number | Invoice Number |
| Invoice Date | Invoice Date |
| Invoice Due Date | Invoice Due Date |
| Invoice KID | KID |
| Invoice Notes | Comments |
| Invoice Currency | Currency |
Invoice lines:
| RecMan Field | Tripletex Field |
|---|---|
| Product Number | Product Number |
| Quantity | Quantity |
| Product Description | Description |
| Price | Price |
| VAT | VAT |
When the invoice transfer is complete, the invoice in RecMan will be marked as “Exported.”
Common errors
| Error message | Description |
|---|---|
Below, you will find an attached file that shows a response from Tripletex API integration to RecMan.