Tripletex

Here is a step-by-step guide on how to set up the integration of your transaction data with Position Green if you are using Tripletex as your ERP provider.

Step 1: Retrieve API Token from Tripletex

In order to set up the integration, we need two data points from your Tripletex account: your Company ID (contextID) and an Employee Token (API-brukernøkkel).

1. First, ensure you have activated integrations in Tripletex. This might trigger an extra cost on Tripletex side, take a look on their API guide here.
2. Create an Employee Token ("API-brukernøkkel") for Position Green and save the generated token. Make sure the access rights are correctly set up.
3. Find your Company ID (contextId). This is visible in your browser's URL bar when logged into Tripletex (e.g., https://tripletex.no/page/dashboard?contextId=1234512345). Copy the numbers after contextId=.
4. Click "Lagre" (Save) in Tripletex.

Step 2: Setup Connection Inside Position Green

1. Navigate to “Data” in the left side menu.
2. Navigate to the "Integrations" tab.
3. Click "Add integration" and "Connect" under Tripletex.
4. Insert your Tripletex “Employee Key” (from Step 1.2) and "contextID" (from Step 1.3).
   
5. Click “Authenticate and activate integration”.
6. After clicking the button, a check is performed to verify that the credentials are correct and that we get gata from the integration. You will see a popup and the card display “Authenticating credentials”.
7. When authentication completes (usually takes about 30 seconds), the card status will change to "Finish up".
8. Click "Finish up" and review the integration setup
   
9. You should now see that the integration is "Active"

Note that there are a preselected set of financial General Ledger (GL) accounts for each integration depending on your country and accounting standard. You can see and change that under "Account settings" under the integration setup. More information about account settings here.

Step 3: Fetching Data to Position Green

1. The first time you set up the integration, you can trigger a historical upload for a custom period, e.g. for the whole last year or for only last month by clicking the "Sync now" button or the sync icon
2. Note that you can also set a scheduled integration, e.g. making sure we get data the 5th of every month, under the "Sync frequency" option.
3. Congratulations! You are integrated.

Contact Position Green Support

If you run into any issues, contact your Position Green onboarding representative for guidance or troubleshooting support.