Connecting Tripletex with Your Zaui System

This article will specifically touch on Smartwaiver integration. We'll cover the following topics:

• What is Tripletex
• Pre-installation Requirements
• Activating and Configuring Tripletex in Your Zaui System
• Mapping your Activities, Pricing Options, Products and Packages to Tripletex
• Managing Tripletex
• FAQs

What Is Tripletex?

Triplextex software streamlines your accounting processes by automating tasks through EHF and intelligent bookkeeping rules. It simplifies invoicing, eliminating the need for manual invoice follow-ups and reminders. The software allows you to digitize receipts and forms, providing a convenient app and web solution. With Triplextex, you can ensure accurate payments to your employees, manage taxes, duties, and A-message efficiently. It also offers robust project and timekeeping features for better financial control and is designed for the modern approach to annual settlements, facilitating accurate reporting.

Pre-installation Requirements

1. Before installing Tripletex Direct Connect be sure to have the correct Tripletex subscription.
   Integrations are available as an addon with the Smart Package and are included in the Komplett Package.  You can find more info here: https://www.tripletex.no/priser/
2. You will be required to have all relevant accounts in your Tripletex system set up in Chart of Accounts as well as all accounts and payment methods that will be used for the integration.
   
   

   The setup also requires accounts 1501 (Credit Card) and 2901 (Gift Card) to be set up regardless of whether or not you are accepting these payment methods.

   
   
   
   
   
   
3. You will be required to have a Product connected in Tripletex. 
   
   
   
   
   
4. In your Zaui system, check your most recent booking to identify the Reservation Number (also known as the Booking ID)
   
   
   
   In your Tripletex system, under Order/offer, be sure to change the Number series for orders/offers. This will be the number following the last Reservation Number. For example, in the image above, the last Reservation Number was 16849. For this example, I would enter the next number in the series into the Tripletex system, which is 68150. This ensures that order numbers will not overlap.
   
   

NOTE:

The integration will be able to:

• Create customers in Tripletex
• Create orders in Tripletex
• Automatically calculate the MVA-breakdown of your activities
  
  

Activating and Configuring Tripletex in Your Zaui System

1. In your Zaui system go to Settings> Marketplace.
2. Select Reporting from the menu on the left and click on the Tripletex Direct Connect title.
   
   
3. The integration will require you to input an Employee Token You can fine more information on where to find it here. Once you have the key, paste it in the TipleTex Token field.
4. In App Custom Settings you will need to enter your mapping file. You can copy and paste the template from the App Custom Settings section below.
   From the template, entries with “name” and “account” replace NAVN with the name of your account and 0000 with the account number and Save App Settings.
   
   
   

Mapping your Activities, Pricing Options, Products and Packages to Tripletex

Each activity, pricing option, product, and package will require to be mapped to accounting.
To map your activities to Tripletex:

1. Go to Activities > Activity List > [Selected Activity]
2. In the first section Activity Name/Date Information expand the Advanced Settings + section
   
   
   
   

3. In Map to accounting code enter the account code and the price portion of the activity cost associated with that account. Use the following format [ACCOUNT:PRICE PORTION] 
   For example: If 150 NOK is the portion for travel you would enter your travel account code (2901) and the portion like this: [2901:150]
   If you need to add more taxes, add more square brackets with no space in between.

4. Repeat the same for:
   
   Price Options.
   Activities > Pricing Options > [Selected Pricing Option] 
   
   
   
   Products
   Products> Product List > [Selected Product] expand the Advanced Settings + section
   
   
   
   Packages
   Packages> Package List > [Selected Package] expand the Advanced Settings + section
   
   
   
   
5. Once all mapping is complete, go back to Settings > Marketplace > Tripletex Direct Connect App and enable the app. Click + Save App Settings
   
   
   
   
   

Managing Tripletex

• Make a test booking and use a Voucher as a payment method.
  Log into your Tripletex system to verify the booking was properly imported. It can take up to a minute before an order is created and visible in Tripltex.
  The order is created in stages. If you see an order with no information wait for a few minutes and refresh the page. The order should be updated. 
• Modify the booking in your Zaui system to see that the modification comes through to Tripletex. 
• Cancel the booking in your Zaui system. Verify it has been cancelled in Tripletex as well. A cancelled booking will create an order with no information. 

The integration will only import Zaui bookings made with the following payment types:

• Credit Card
• Credit Card Refund
• Gift Certificate (double checking if correct as mix up with gift card is possible)
• Voucher
• Package Voucher

A Booking made with one of the above payment methods will trigger a transaction when it is created, modified or cancelled.

Bookings will show up in the Order Overview in Tripletex. The order number will be the same as the Res/Confirmation number in Zaui. 

The display date in the customer column will be the activity date (booking date). If the customer paid by credit card, it will show up as Internet User. If paid by voucher the customer will be the reseller. 

Order lines will show the Description consisting of the Account number and Product name in Tripletex followed by the Activity name and passenger type From Zaui. 

When showing the order or previewing the invoice there will be a line showing the Res/Confirmation numbers from Zaui as Booking # and the name of the customer if it is an Internet user. If it's a Reseller it will state the Reseller invoices, name of the company, the Company/Vendor ID and the invoice number. 

When clicking the order number you can click the 3 dots to find the Changelog of the booking in Tripletex to see the number of transactions sent for the order from Zaui. 

A cancelled booking will show Internet User or the Company name and have a line Cancelled booking #, have no product lines and amount to 0. 

You will be billed for each transaction each month for the transactions done in the month prior. You can find an overview of the bills in the Account and Billing tab in Zaui. Downloading the invoice will show the amount of transactions and their unit price. 

App Custom Settings

FAQs