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Step 1: Generate an employee token in Tripletex

  1. Open Tripletex, then go to Company > Employees > Select an admin employee > API access > New token.

  2. Make sure the Adapted setup is checked.

  3. Select All entitlements.

  4. In the Application name field, write PlectoApS.

  5. Give the token a name such as Plecto.

  6. Click Create token.

  7. Copy the key – you will have to use it when creating a Tripletex data source in Plecto.

Step 2: Create a Tripletex data sources in Plecto

  1. Go to Data management > Data sources+ New data source > Tripletex.

  2. Insert your Employee Token, then click Next.

  3. Select the data types you want to import. Expand the Advanced settings if you want to change the data source title, default date used in formulas, or the employee field.

  4. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source and store it under Data management > Data sources. Currently, you can import the following data types from Tripletex:

  • Ledger accounts

  • Ledger postings

  • Orders

  • Supplier invoices