Company Sync Settings

Use Company Sync Settings to control how the app finds existing customers in Tripletex and how company data is mapped from HubSpot.

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Search parameter

Select the sync search parameter to decide which field in HubSpot should be used to search for existing customers in Tripletex. Choose a field that is likely to be unique and reliable, such as:

• Email
• Phone number
• VAT number

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Tripletex customer number preference

Go to the Tripletex customer number preference section. You can create a new customer only when the customer is not found in Tripletex. You have two options:

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1. Let Tripletex create the customer number

Choose Let Tripletex create the customer number if you want Tripletex to automatically generate the customer number when a new customer is created. Then select which HubSpot field should store that generated customer number.

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2. Take Tripletex customer number from HubSpot

Choose Take Tripletex customer number from HubSpot if you want a HubSpot field to supply the customer number that will be used in Tripletex.

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Company field mappings

Use Company field mappings to control which HubSpot company properties should populate fields in Tripletex when a new customer is created. Some mappings may already be added by default. To update mappings:

1. Open the mapping area on the right side
2. Click Actions
3. Select Edit Mapping