What this article covers
Tripletex-specific setup and configuration. For general Sources behaviour (connection status, sync schedule, manual refresh, common imports FAQ), see Sources overview.
Requirements
A Tripletex account with an employee who has the accountant or administrator role. The token you generate inherits that employee's access rights, so an employee with limited rights results in missing data in Finstack.
One Tripletex company per connection. For a group with several Tripletex companies, add a source per company (see I have several companies in Tripletex below).
How do I set up a Tripletex connection?
Setting up the connection takes two steps: generate an employee token in Tripletex, then create the connection in Finstack.
Step 1: Generate an employee token in Tripletex
Log in to Tripletex as the employee whose access rights the connection should use (accountant or administrator).
In your Tripletex company settings, open the section for API access or integrations and create a new employee token for the Finstack integration.
Set an expiry date. The connection stops syncing when the token expires, so choose a date well ahead, and note it down.
Copy the generated employee token. Tripletex shows it only once.
For more information, see the Tripletex documentation.
Step 2: Create the connection in Finstack
In Finstack, go to Setup → Sources and click Add source (top right).
Select Tripletex.
Paste the employee token from Step 1 and confirm. The connection is set up and transactions start loading. The Tripletex company appears as an entity in Finstack.
Which data does Finstack import from Tripletex?
Chart of accounts: all ledger accounts. Whether an account lands on the Balance Sheet or the P&L follows the account type in Tripletex (Assets, Equity and Liabilities go to the Balance Sheet, the rest to the P&L).
Transactions: all ledger postings, grouped per voucher.
Customers and suppliers: available as relations on transactions.
Departments: imported as cost centers.
Sales invoices: used for the receivables view in Working Capital.
The entity currency is taken from the Tripletex company. Finstack consolidates entities in different currencies via Multicurrency.
I have several companies in Tripletex. How do I connect them?
A Tripletex employee token gives access to one company. Repeat both steps above for each company: generate a token in that company and add it as a separate source in Setup → Sources. Each source becomes one entity in Finstack.
What happens when my employee token expires?
The connection stops syncing from the expiry date. To restore it: generate a new employee token in Tripletex (see Step 1 above) and follow the Reconnect flow on the Tripletex source in Setup → Sources, entering the new token. Your mappings and related settings are kept.