Skip to main content
Follow the steps below to install the app, generate your Tripletex API token, and connect your account to Shopify.

​
Installation

1

Install the App

Open Shopify-Tripletex by Cloudify from the Shopify App Store, select Install, and click “Let’s Get Started” to authorize the installation.
Screenshot 2026 07 03 011409
2

Connect to Tripletex

Click “Connect to Tripletex”. You’ll be prompted to enter your Tripletex API token.
Screenshot 2026 07 03 011645
Before generating a token, note the following:
The integration module must be activated in Tripletex before you can generate a token. Without that module, the connection process cannot continue.
Need help? Click “See how to generate your API token” for a step-by-step walkthrough.To generate your Tripletex API token:
  1. Log in to Tripletex — If needed, switch to the correct company by clicking the company name in the header.
  2. Open the employee record — Go to Company → Employees in the left menu. Open the employee whose access rights will be used for this integration.
  3. Open API access — Inside the employee record, go to API access and click New token.
  4. Configure the token — Select Adapted setup and All entitlements. Enter the application name, then enter a token name and click Create token.
  5. Copy the token — Copy the generated token and click OK.
Store the token securely as soon as it is created. Tripletex will not show it again.
Once you have the token, paste it into the token field in the app and click Connect.
Make sure you are connecting with the token from the correct Tripletex company account. Administrative privileges are required to complete this step.
3

You're All Set

Once the token connects successfully, you’ll land on the final setup screen confirming everything is configured and ready.
Screenshot 2026 07 03 014818
From here you have two ways to start:
  • Test with Sample Data — Run a demo sync with sample data to see how a Shopify order flows into Tripletex before going live.
  • Open Dashboard — Go live with your real orders. Your first real sync activates automation, and every future order is handled automatically.

​
Smart settings (auto-configured)

The integration ships with sensible defaults so you can start syncing immediately. Change any of these by clicking Customize.
SettingDefault
When do I create an invoice?When Created (order created in Shopify)
How do I find a customer?Match by Customer Name
How do I find a product?Match by Title
How is tax handled?Automatically detected from your Shopify order
Want a guided setup or to see a sync run live? A free consultation is available after installation — click Support on the setup screen to book one.